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GTM (Global Tax Management) logoGTM (Global Tax Management)

Sales Operations Lead

Radnor Township, Pennsylvania, United States · On-site

Mid level

Sales Operations Lead The Sales Operations Lead will be responsible for being a liaison between GTM leadership, marketing and business development resources for GTM. This role will focus on facilitating marketing and sal…

Skills: Pipeline Management, Lead Generation, CRM Administration, HubSpot, Proposal Development

GTM (Global Tax Management) logo

Sales Operations Lead

GTM (Global Tax Management)

Radnor Township, Pennsylvania, United States • On-site

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Mid level

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  • Full-time
  • bachelor degree, postgraduate degree
  • Posted 12d ago
  • Apply by Oct 19
  • ~40 hrs/week

Responsibilities

The Sales Operations Lead acts as a liaison between GTM leadership, marketing, and business development to optimize revenue-driving processes. Key duties include managing the sales pipeline, administering HubSpot CRM, and supporting the preparation of proposals and RFP responses.

Requirements

Candidates must have a Bachelor's degree in Business or Marketing and at least 3 years of experience in sales operations. Proficiency in CRM software, specifically HubSpot, and strong communication skills are required.

Full job description

Sales Operations Lead
The Sales Operations Lead will be responsible for being a liaison between GTM leadership, marketing and business development resources for GTM. This role will focus on facilitating marketing and sales efforts, managing lead generation and pipeline, optimizing and streamlining processes and executing activities that drive revenue and accelerate customer acquisition. The Sales Operations Lead partners closely with market and practice leaders to support lead generation, proposal development, CRM optimization.

Responsibilities
  • General pipeline management and reporting: work with assigned market and practice leaders to ensure the pipeline is up to date and opportunities are progressing through the sales process.
  • Monthly business development & marketing meetings: coordinate and direct monthly business development and marketing meetings for defined regions with various stakeholders. Prepare agendas and track action items.
  • Lead management: act as a key point of contact for lead generation routing and tracking. Ensure leads are routed to the appropriate market and practice leaders and properly documented in the pipeline.
  • Proposal Support: assist market leaders, practice leaders, and other managing directors with the preparation of proposals and RFP responses.
  • HubSpot Support & Administration: ensure data in CRM is accurate and updated, manage CRM user access, manage lists within CRM, provide CRM training/support to end users, and implement new CRM functionality.
  • Prospect outreach: proactively follow up with prospects after key activities and events (e.g., event attendance, website visits, content consumption, current news, etc.) to generate qualified leads.
Qualifications
  • Bachelor’s Degree in Business Administration, Marketing, or related field
  • A Master’s Degree is preferred but not required
  • A minimum of 3 years of experience in sales operations with a strong knowledge of sales and marketing processes, methodologies, pipeline management, and best practices
  • Proficient with marketing automation tools and CRM software, prior experience with HubSpot is a plus
  • Excellent communication skills
  • Exemplary time management and organizational skills
  • High attention to detail and level of accuracy
  • High degree of tact, judgment and discretion
  • Experience in Microsoft Office suite
  • History of successfully working with sales executives and/or C-suite level personnel

Position Reports to: Chief Growth Officer  
Position Supervises: None

The Chief Executive Officer has the discretion to hire personnel with a combination of experience and education that may vary from the above listed qualifications.

This is to acknowledge that I have read and understand the above job description. This copy supersedes any others previously distributed. I have familiarized myself with the material in the job description and will conduct myself according to its contents. I further understand that Global Tax Management (GTM) may change, rescind, or add to any procedure described in this job description at its sole discretion with or without prior notice.
 

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About Global Tax Management

Global Tax Management (GTM) is a corporate tax services firm dedicated to helping mid-size and large multinational corporations address complex tax operations. GTM takes operational tax burdens off tax and finance leaders, providing high-level tax expertise at value driven rates without any independence issues. For over 25 years, GTM has provided the expertise to build, operate, and manage tax functions for its clients. Core services include tax provision, income tax compliance, international tax, transfer pricing, indirect tax, tax automation, tax training, R&D tax credits and incentives, and tax consulting and planning. GTM is a 100% employee-owned company (ESOP) and is distinguished as a best workplace, healthiest employer, and top accounting firm. The firm is a U.S. alliance partner of WTS Global. For more information, visit www.gtmtax.com.

Related keywords

Sales OperationsGTMHubSpotCRMPipeline ManagementLead GenerationRFPProposal DevelopmentMarketing AutomationBusiness DevelopmentCorporate Tax ServicesMicrosoft OfficeSales ProcessCustomer AcquisitionStakeholder Coordination

About GTM (Global Tax Management)

LinkedInVisit site
Industry
Professional Services
Company size
201-500 employees
Founded
1995
Headquarters
Wayne, Pennsylvania
LinkedIn followers
8,318

GTM is a leading provider of corporate tax services. GTM’s unique approach centers on offering hands-on expertise at all levels, delivering flexible solutions built to each client’s needs, and providing value that endures the test of time. GTM’s comprehensive core services include tax accounting, income tax compliance, international tax, transfer pricing, sales and use tax, property tax, tax automation, tax training, tax credits and incentives, and tax consulting and planning. GTM is an award-winning, 100% employee-owned firm with international capabilities as an independent member of WTS Global. Learn more at www.gtmtax.com.

Offices: 656 E Swedesford Rd, Suite 200, Wayne, Pennsylvania 19087, US · 180 Swinderman Rd, Suite 350, Wexford, Pennsylvania 15090, US · 100 Campus Drive, Suite 117, Florham Park, NJ 07932, US · 1775 Tysons Boulevard, Tysons, VA 22102, US · 1460 Broadway, 15th Floor, New York, NY 10036, US

ComplianceASC 740Sales & Use ComplianceReverse AuditsSALTSoftware ImplementationsBEPSSection 385Tax ProvisionIndirect Tax
View all jobs at GTM (Global Tax Management)

About GTM (Global Tax Management)

LinkedInVisit site
Industry
Professional Services
Company size
201-500 employees
Founded
1995
Headquarters
Wayne, Pennsylvania
LinkedIn followers
8,318

GTM is a leading provider of corporate tax services. GTM’s unique approach centers on offering hands-on expertise at all levels, delivering flexible solutions built to each client’s needs, and providing value that endures the test of time. GTM’s comprehensive core services include tax accounting, income tax compliance, international tax, transfer pricing, sales and use tax, property tax, tax automation, tax training, tax credits and incentives, and tax consulting and planning. GTM is an award-winning, 100% employee-owned firm with international capabilities as an independent member of WTS Global. Learn more at www.gtmtax.com.

Offices: 656 E Swedesford Rd, Suite 200, Wayne, Pennsylvania 19087, US · 180 Swinderman Rd, Suite 350, Wexford, Pennsylvania 15090, US · 100 Campus Drive, Suite 117, Florham Park, NJ 07932, US · 1775 Tysons Boulevard, Tysons, VA 22102, US · 1460 Broadway, 15th Floor, New York, NY 10036, US

ComplianceASC 740Sales & Use ComplianceReverse AuditsSALTSoftware ImplementationsBEPSSection 385Tax ProvisionIndirect Tax
View all jobs at GTM (Global Tax Management)

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