Sales Operations Specialist
newform ยท Remote
Experience: lead
ABOUT NewForm is the creative intelligence company. We help category disruptors like Kalshi, ElevenLabs, Babbel, and others scale paid ads by turning creative into a measurable, repeatable growth system. We oversee
00M+ per year in paid media spend and create thousands of human ads each month, with each ad making our system smarter. THE ROLE As a Sales Operations Specialist, you'll sit at the center of our revenue engine - working closely with sales, leadership, and delivery to drive pipeline visibility, deal execution, and overall sales efficiency. Your role is both executional and systems-oriented. You'll help manage proposals, CRM hygiene, and day-to-day sales workflows, while also improving the underlying systems and processes that help us move faster and close better. This role is ideal for someone who is detail-oriented, systems-minded, and wants to work close to deals and revenue. You'll partner closely with business development and leadership to reduce friction in the sales process and ensure we have clear visibility into pipeline and performance. RESPONSIBILITIES Own and maintain the sales CRM (HubSpot, Salesforce, or equivalent) as the source of truth for pipeline and revenue Ensure leads, deals, and pipeline stages are accurate, up to date, and reflective of real deal progress Track inbound and outbound leads and support proper routing, enrichment, and follow-up Support proposal and sales material development (decks, case studies, scopes), ensuring consistency and speed in deal execution Assist in building and improving sales processes, workflows, and automations across tools (HubSpot, Clay, Zapier, etc.) Generate weekly and monthly sales reporting for leadership (pipeline, conversion rates, cycle length, deal velocity) Coordinate handoff from sales to account teams to ensure smooth client onboarding Support forecasting, quota tracking, and performance analysis Identify operational gaps in the sales process and proactively suggest improvements REQUIREME