Sales Operations Specialist | Marketing Management GraduateSales operations support focused on CRM management, reporting, and process improvement. Experience across channel sales, sales operations analysis, and business partnering.
Core tools: HubSpot, Salesforce, Google Sheets, Excel
Here’s how I can help you
Sales Operations & Virtual Assistance
I support sales teams by maintaining clean CRM data, producing accurate reports, and improving sales processes. My background includes channel sales support, senior-level sales operations analysis, and sales operations business partnering.
Key responsibilities I handle:
>Sales operations support
>CRM management (HubSpot, Salesforce)
>Pipeline, forecast, and performance reporting
>Data cleanup and validation?SOP and process documentation
>Workflow and process improvement
>Sales enablement support
>Lead, deal, and opportunity management
>Email, calendar, and task coordination
>Stakeholder communication
CRM, Sales Data & Reporting
I create and maintain sales reports that help teams track performance and make informed decisions.
Services include:
>Sales dashboards and recurring reports
>KPI tracking and forecasting
>Google Sheets and Excel reporting
>CRM data audits and maintenance
>Revenue and pipeline analysis
Marketing Operations & Revenue Operations Support
With a degree in Marketing Management and hands-on sales operations experience, I support marketing and revenue teams by aligning CRM data, leads, and reporting.
Services include:
>Sales and marketing alignment support
>HubSpot CRM support
>Lead and campaign tracking
>Funnel and conversion reporting
>Documentation and playbooks
Tools & Platforms
CRM: HubSpot, Salesforce
Reporting: Google Sheets, Excel, PowerPoint
Project Management: Asana, ClickUp, Notion
Communication: Gmail, Outlook, Zoom, Microsoft Teams
Productivity: Google Workspace, Microsoft Office, Slack, Microsoft Teams
COMMUNICATION & ADMIN
> Gmail, Outlook, Zoom, Google Calendar
PRODUCTIVITY
>Google Workspace, Microsoft Office, Notion
READY TO WORK TOGETHER?
Send me a message here. Let’s discuss how I can support your sales or marketing operations
Cheers,
Zai
P.S. If your CRM or reports feel messy, time-consuming, or unreliable — that’s exactly where I come in.
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