Philippines onlyLocation: Ortigas, Alabang, Pampang, or Cebu National Capital Region (Manila) Philippines
Set-up and Location: WFH/Onsite
Work Schedule:9:00AM to 6:00PM (AEDT) | 6:00AM to 3:00PM (PH)
Employment Type: Full-time
Ready to do work that actually excites you?
Provide structured, repeatable sales operations support across the full sales lifecycle — with emphasis on CRM hygiene, lead setup, sales materials management, proposal preparation, and monthly reporting — enabling the Sales Manager to maximize selling time and reduce administrative workload.
What You'll Do:
You'll be the kind of person who:
1. CRM Support & Data Hygiene (HubSpot + Light NetSuite)
Maintain clean, accurate CRM data to support forecasting and deal visibility:
- Maintain and update HubSpot company, contact, and deal records.
- Identify and flag missing or inconsistent data, duplicates, or incomplete fields.
- Ensure all new opportunities have correct associations and required fields.
- Perform light NetSuite CRM updates for implementation opportunities mid-month and month-end.
- Maintain standardized naming and organization across CRM records.
Primary tools: HubSpot CRM, NetSuite CRM, Excel
2. Lead Intake & Early-Stage Setup (New Leads)
Ensure every new lead enters the sales process clean, complete, and ready for Discovery:
- Set up opportunity folders using the standard naming structure.
- Build intro packs including company logo, basic info, and standard materials.
- Create or enrich HubSpot company, contact, and deal records.
- File and convert survey results to PDF, and update key fields in HubSpot.
- Prepare early-stage materials so Discovery sessions are high leverage.
Primary tools: HubSpot, SharePoint, Canva, Excel
3. Research & Pre-Call Preparation (Qualification → Discovery)
Support early-stage conversations through structured prep:
- Create account snapshots (industry, revenue, employee size, key finance leaders).
- Enrich missing contact and company details using LinkedIn.
- Prepare structured Discovery / Demo prep packs with background and assets.
- Pull and organize relevant case studies, one-pagers, and slide decks.
Primary tools:LinkedIn, SharePoint, PowerPoint, Canva
4. Deal Progression Enablement (Discovery → Demo → Solution Fit)
Ensure deals move smoothly and materials stay organized:
- Update and maintain opportunity folders with meeting materials and assets.
- Maintain standardized folder structure as deals progress through stages.
- Assist with refreshing sales materials as milestones shift.
- Support preparation of materials needed for internal or client-facing sessions.
Primary tools: SharePoint, PowerPoint, Excel
5. Proposal, SoW, & Commercial Support (Solution Fit → SoW → Close)
Support the commercial stages with accurate and timely documentation:
- Build proposal packs using standard templates and meeting notes.
- Create proposal visuals and layouts using Canva.
- Prepare Statements of Work (SoWs) and Terms & Conditions from approved templates.
- Assist with order-of-magnitude pricing using established pricing frameworks.
- Maintain an organized, centralized SharePoint library of sales materials and templates.
Primary tools: SharePoint, Canva, PowerPoint, Excel
6. Monthly Reporting & Sales Ops Support
Provide visibility and consistency across the pipeline:
- Roll over the monthly sales report using existing templates.
- Produce a monthly CRM data quality summary (missing fields, duplicates, inactive deals).
- Flag cleanup areas or data gaps requiring attention.
- Support basic data exports and formatting.
Primary tools: Excel, HubSpot, NetSuite, SharePoint
Requirements
What You Bring:
We're looking for someone who:
Key Tools They Will Use
- HubSpot CRM – primary CRM
- NetSuite CRM – implementation opportunity updates
- SharePoint – folders, templates, libraries
- Excel – reporting, data cleanup, pricing
- PowerPoint – decks, prep materials, sales assets
- Canva – proposal visual design and layout
- LinkedIn – contact and company research
Benefits
Why You’ll Love Working Here
- HMO, Dental, and Life Insurance for you and one free dependent from day one (with the option to enroll additional dependents)
- Paid Leaves: Birthday, Vacation, Medical, and Maternity (up to 6 Vacation Leaves are convertible to cash on your anniversary)
- Employee Engagement Activities: Year-End Party, Family Day, Team Building, and more!
Let’s Talk
Details
If you’re thinking “this sounds like me”—it probably is. Click apply. We can’t wait to meet you.
Details
Australia
