Trách nhiệm chính

• Review daily sales operations: warm leads, active opportunities, appointments, overdue tasks, and next actions to maintain a clear and accurate daily sales operating picture; identify stalled, unowned, or conflicting items and ensure they are routed to the correct owner.
• Maintain reliable CRM records by updating deal stages, ownership, tasks, dates, notes, and source links; flag missing, inconsistent, or contradictory information rather than filling gaps with assumptions.
• Convert sales meetings, updates, and internal discussions into structured action records with owners, deadlines, and acceptance checks; follow up persistently to ensure commitments are completed and blockers are surfaced early.
• Prepare concise weekly pipeline and activity reports covering appointments, follow-ups, proposals, objections, bottlenecks, and actual performance against agreed benchmarks; clearly explain data gaps, unusual changes, and items requiring management attention.
• Coordinate inputs and handoffs between Sales, Marketing, Client Success, and other departments for proposals, follow-up actions, onboarding steps, and operational transitions; confirm that the receiving owner has accepted the handoff.
• Help establish and improve practical CRM, Deals, Tasks, and follow-through procedures that the team can actually use; reinforce adoption through real examples, consistent usage checks, and ongoing process refinement.
• Organize appointment-setter coaching evidence, recurring objections, call-review findings, and other sales-performance insights so the CEO or designated sales leader has structured information for coaching and improvement decisions.
• Capture current workflows, task logic, reporting definitions, process exceptions, and transition knowledge in a structured way; help reduce reliance on verbal memory and ensure backup coverage is possible.
• Identify issues that fall outside the role’s authority, including overdue follow-ups, broken handoffs, unclear ownership, reporting inconsistencies, or material sales-process risks; elevate them early with factual context and recommended next steps.
• Use AI tools such as ChatGPT to help summarize notes, organize information, draft internal documentation, and improve written clarity, while independently verifying facts, logic, and business relevance before sharing outputs.
• Perform other ad hoc tasks and special projects as assigned by the Manager.

Yêu cầu

• Bachelor’s degree in Business Administration, Sales, Marketing, Operations, Communications, or a related field.
• Minimum 3–5 years of relevant experience in sales operations, sales coordination, commercial operations, project coordination, account coordination, or a similar operations-heavy support role.
• Demonstrated ownership of a workflow, pipeline process, coordination function, or operational system over multiple weeks or months—not just participation in meetings or isolated administrative tasks.
• Proven experience maintaining accurate CRM records, including deal stages, task management, ownership tracking, follow-up dates, notes, and pipeline hygiene.
• Clear understanding of B2B sales workflows, including lead management, qualification, appointments, proposals, follow-up, handoffs, and opportunity progression.
• Excellent written communication skills in English; ability to produce concise reports, decision-ready updates, action logs, internal handoff notes, and factual summaries that are clear and useful to leadership.
• Strong ability to distinguish facts from assumptions, detect inconsistencies, identify missing information, ask useful clarifying questions, and elevate risks appropriately without creating confusion or delay.
• Highly organized, self-directed, and dependable; proven ability to manage competing priorities, maintain accurate records, track deadlines, and close loops without repeated prompting.
• Ability to build, document, improve, and reinforce practical workflows, trackers, SOPs, templates, and task-management systems that increase visibility, accountability, and execution quality.
• Proficiency with Google Workspace or similar business tools, spreadsheets, CRM systems, and at least one project or task management platform; comfortable using AI tools such as ChatGPT for documentation, summarization, and workflow support while independently checking quality and accuracy.
• Proven ability to work across teams and obtain missing inputs from different stakeholders without constant CEO or manager intervention.
• Demonstrated honesty, discretion, and professionalism when handling sensitive business, prospect, or company information; willingness to disclose errors, unknowns, and incomplete work clearly and promptly.
• Ability to work effectively in a fully remote environment, within required Eastern Time overlap hours, and within a structured accountability system that includes time-tracking tools.

Yêu cầu ưu tiên

• Experience in B2B sales operations within marketing agencies, SaaS/technology businesses, healthcare, dental-related companies, or other service-based organizations.
• Prior experience supporting a founder-led or entrepreneur-led sales process where structure, prioritization, and follow-through had to be actively built and maintained.
• Hands-on experience improving CRM setup, deal stages, task systems, reporting views, handoff procedures, or data-quality practices.
• Experience creating weekly benchmark-versus-actual reports, pipeline summaries, or performance reviews that helped identify bottlenecks and support better decisions.
• Familiarity with appointment-setting workflows, lead follow-up coordination, objection tracking, and sales support functions.
• Strong history of working effectively with international remote teams and adapting communication style across different cultures and working norms.
• Practical experience using AI tools for summarization, research, reporting, documentation, or workflow improvement while applying independent reasoning and quality control.
• Experience creating SOPs, checklists, templates, or operating procedures that were successfully adopted and used by others in real working environments.
• Exposure to lead management, service onboarding, cross-department transitions, or client handoff processes in a sales or service-delivery setting.
• Additional training or certifications in sales operations, CRM administration, project management, business operations, or process improvement are an asset.

Mức lương

• Competitive compensation based on demonstrated experience, capabilities, and the scope of the role.

Hình thức làm việc

• Remote

Thông tin khác

• Set-up: Full-time, Remote
• Schedule: Monday-Friday, for 7.5 working hours between 6:00 AM and 5:00 PM Eastern Standard Time Zone (EST).
• Shift options: 6:00 AM-2:00 PM (1st shift), 9:00 AM-5:00 PM (2nd shift).
• Remote Work: At DentistFind, we operate in a fully remote environment. We utilize a time-tracking tool that captures screenshots at random intervals to ensure accountability and productivity. Candidates must be comfortable with this setup.
• If you have any concerns regarding the use of a time-tracking tool, we strongly advise against applying to ensure alignment with our work practices.
• Bonus Potential: Additional performance-based compensation may be considered based on results and approved company terms.
• How to Apply: Interested candidates should submit their resume, cover letter, and any relevant portfolio pieces demonstrating their expertise and success stories. You are encouraged to apply directly through our official job board for a more streamlined application process. Click here to apply and become a part of our team.