Remotely
Commercial finance
SalesOperationsLead
Neural analysis suggests this role is
optimal for Lead candidates.
“Sales Operations Lead at Remotely. Skills: Sales operations, CRM management, Process improvement, Pipeline management. Own and manage CRM system. Ensure accuracy of CRM”
Industry & Context.
Data analysis; Root cause analysis; Troubleshooting
What They're Looking For.
Must Have
5+ years of experience in sales operations, 5+ years of experience in CRM management, 5+ years of experience in process improvement, Proven experience building operational processes, Proven experience improving operational processes, Proven experience scaling operational processes, Proven experience building operational systems, Proven experience improving operational systems, Proven experience scaling operational systems, Experience with CRM platforms, Excellent organisational skills, High attention to detail, High data accuracy, Analytical mindset, Ability to interpret data, Ability to drive improvements, Ability to work autonomously, Ability to take full ownership, Experience managing pipelines, Experience tracking performance, Experience improving workflows, Written English communication skills, Verbal English communication skills
Nice to Have
Experience with Pipedrive CRM, Experience with DocuSign or similar
What You'll Do.
Own and manage CRM system
Ensure accuracy of CRM
Ensure structure of CRM
Ensure real-time tracking of activity
Design scalable sales processes
Improve scalable sales processes
Implement scalable sales processes
Design scalable sales workflows
Improve scalable sales workflows
Implement scalable sales workflows
Design scalable sales systems
Improve scalable sales systems
Implement scalable sales systems
Build pipeline management frameworks
Maintain pipeline management frameworks
Ensure consistent tracking of leads
Ensure consistent tracking of deal progression
Establish best practices for CRM usage
Enforce best practices for CRM usage
Establish best practices for data integrity
Enforce best practices for data integrity
Establish best practices for operational consistency
Enforce best practices for operational consistency
Analyse pipeline performance
Identify opportunities to improve conversion rates
Identify opportunities to improve efficiency
Create process documentation
Maintain process documentation
Create workflow documentation
Maintain workflow documentation
Create standard operating procedures
Maintain standard operating procedures
Oversee onboarding workflows
Help prospects leverage tools
Help prospects leverage resources
Manage lifecycle tracking
Introduce tools to streamline operations
Provide actionable insights
Identify operational gaps
Proactively implement solutions
Collaborate with leadership
Support business growth initiatives
How You'll Work.
Team & Collaboration
Work closely with leadership
Communication Scope
Written English; Verbal English
Process & Methodology
Process improvement, Workflow implementation, System implementation
Full Job Description
Job Title: Sales Operations Lead Job Type: Full-Time (Remote) Engagement Type: Independent Contractor Compensation: Up to AUD 2,500 per month (depending on experience) Experience: 5+ years of experience in sales operations, CRM management, or process improvement roles ### Who We Are At Remotely, we connect exceptional offshore professionals in the Philippines with global businesses looking to scale efficiently. We’re committed to building meaningful work opportunities that empower skilled talent to deliver real impact – anytime, anywhere. ### Who the Client Is: The client operates in the commercial finance space, supporting businesses with funding solutions, particularly within the renewable energy sector. They are focused on building strong industry partnerships while developing efficient, scalable systems to support ongoing growth. ### Role Overview We are looking for a highly capable Sales Operations Lead who can take full ownership of sales operations and CRM systems. This role is suited for someone who not only picks up and executes existing processes accurately and efficiently, but can also design, improve, and scale new systems and processes to support business growth. This role will work closely with leadership to ensure operational efficiency, data accuracy, and clear visibility across the sales pipeline. The ideal candidate is proactive, detail-oriented, and experienced in building and refining processes independently. This is a high-impact role with strong growth potential, including the opportunity to step into a team leadership position as the business expands. ### Key Responsibilities * Own and manage the CRM system (Pipedrive CRM), ensuring accuracy, structure, and real-time tracking of all partner and deal activity * Design, improve, and implement scalable sales processes, workflows, and systems * Build and maintain efficient pipeline management frameworks, ensuring consistent tracking of leads and deal progression * Establish and enforce best practi
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