Sales Operations Specialist - US Remote

WeTravel, Inc.

Job Overview

Location

United States

Job Type

Full-time

Full Job Description

📋 Description

• Manage lead assignment logic and workflows within HubSpot to ensure accurate and timely distribution of leads across Sales, Account Management, and Customer Success teams.
• Maintain and improve CRM hygiene by ensuring consistent, clean, and up-to-date data across all commercial teams including Sales, Lead Generation, Marketing, and Customer Experience.
• Build, maintain, and update reporting dashboards for Sales, Lead Generation, Customer Success, and leadership to provide actionable insights and improve decision-making.
• Identify operational inefficiencies in commercial workflows and propose, test, and implement scalable process improvements that enhance team productivity and accuracy.
• Collaborate regularly with Sales Operations Partner, Marketing Ops Partner, and CX Ops Partner on cross-functional initiatives that span revenue and customer lifecycle stages.
• Support adoption of new tools and updated processes through clear documentation, training, and enablement materials tailored to commercial teams.
• Run small Revenue Operations (RevOps) projects aimed at strengthening the commercial operations infrastructure and improving system reliability.
• Partner with commercial teams to align lead scoring models, automation rules, and data standards across touchpoints from lead capture to onboarding and retention.
• Leverage automation platforms, AI tools (such as ChatGPT or Claude), spreadsheets, and reporting tools to accelerate repetitive tasks while maintaining data integrity and accuracy.
• Drive continuous iteration of operational systems by gathering feedback from users, analyzing usage patterns, and refining workflows in a high-growth SaaS environment.
• Contribute to the design and optimization of scalable commercial operations frameworks that support rapid team growth without compromising quality or efficiency.
• Ensure seamless handoffs between lead generation, sales, and customer success by refining transition protocols and ownership clarity within the CRM.
• Act as a central point of contact for commercial teams seeking support with CRM functionality, data reporting, or process clarification.
• Stay current on best practices in sales operations, revenue operations, and CRM management to continuously elevate team performance and system effectiveness.
• Document all operational processes and standards to ensure consistency, knowledge retention, and onboarding efficiency for future team members.
• Support the Commercial Operations and Administration team in executing strategic initiatives that align with company-wide revenue goals and operational excellence.

🎯 Requirements

• 2–4 years of experience in Sales Operations, Revenue Operations, or a similar role
• Confidence working with CRM platforms (HubSpot strongly preferred)
• Experience managing lead flows, improving pipeline visibility, and maintaining data accuracy
• An analytical mindset with strong problem-solving skills grounded in structure, logic, and precision
• Strong cross-functional collaboration skills, comfortable navigating work that spans Sales, Marketing, and Customer Success
• Clear communication skills and ability to guide teams through process change and tool adoption

🏖️ Benefits

• 100% employer-covered HDHP medical, DHMO dental, and standard vision coverage (or choice of plans)
• Unlimited paid time off ("Time to Recharge" policy)
• Annual 2–4 week trip to Amsterdam (HQ) to stay in WeTravel apartments
• Remote work allowed for up to 4 weeks per calendar year
• Extensive paid family leave
• Three paid volunteer days per year

Skills & Technologies

REST

Remote

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WeTravel, Inc.

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About WeTravel, Inc.

WeTravel is a San-Francisco-based fintech-travel platform that provides payment, booking and itinerary management tools for group travel organizers and tour operators. Its SaaS solution enables travel companies to collect funds, manage client documents, create custom booking pages and automate supplier payouts while offering travelers multi-currency payment options. Founded in 2016, the company focuses on small to mid-size travel businesses worldwide, integrating banking, payment processing and customer management into one dashboard.

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