Sales Operations Analyst at Steercrm

Steer offers a suite of software tools for today's automotive repair shop. We combine a mix of software tools that a repair shop needs to run a highly profitable shop, in one user-friendly, cost-effective platform. Through the Steer suite, we allow the shop owner to get back to focusing on what matters, and to stop worrying about marketing and customer retention. Steer began as an online directory for drivers to find a local mechanic. Fast forward to today, Steer has launched a complete Customer Relationship Management (CRM) marketing suite, complete with text messaging, email automation, direct mail integration, reputation management, appointment reminders, declined/recommended services, and many other features. We are always innovating and we are proud to be a leader in the automotive repair industry. In August 2024 Steer acquired AutoOps - the leader in modern, intelligent, and fully integrated scheduling software for auto repair shops. AutoOps allows customers to smoothly schedule through a shop's website and Google Business Profile. About the Role The Sales Operations Analyst is the primary architect of our end-to-end revenue lifecycle and go-to-market workflows. In this role, you will serve as the "connective tissue" between Sales, Customer Success, and Onboarding. Your mission is to ensure that the revenue engine runs without friction, from the initial lead to the final handoff. You won't just be watching the data; you’ll be building the guardrails and automated workflows that allow our customer-facing teams to scale. This is a high-impact role that requires a blend of operational rigor, technical CRM expertise, and a proactive approach to process optimization. You Are • A "Workflow Architect": You don't just see a spreadsheet; you see a sequence of events that can be automated and improved. • Process-Oriented: You enjoy identifying bottlenecks and implementing HubSpot automation to reduce manual friction between teams. • Detail-Obsessed but Fast: You can maintain extreme accuracy while monitoring live deal flows and ensuring data integrity during fast-paced sales cycles. • A Systems Thinker: You understand how a change in a Sales property ripples through to Onboarding and Customer Success reporting. • A Strong Communicator: You are comfortable holding Sales and CS teams accountable for data hygiene and documentation. You Will • Own Deal Integrity & Flow: Audit "Closed Won" deals to ensure commercial terms are accurate and that all automated handoffs to Onboarding and CS are triggered flawlessly. • Optimize GTM Workflows: Build and maintain HubSpot workflows that power the transition from Sales to Onboarding, ensuring no customer "falls through the cracks." • Enhance GTM Process + Strategy: Partner with Marketing, Sales, Customer Success and Finance to optimize existing processes and implement new ones when strategic changes occur • Monitor the Revenue Engine: Proactively track deal velocity and stage gates, ensuring all required checks and balances are met before a deal progresses. • Drive Data Compliance: Act as the gatekeeper for CRM hygiene, following up with stakeholders for missing information and ensuring SPIFF payouts are calculated based on verified deal data. • Systems Reconciliation: Continuously audit the data flow between HubSpot and downstream project management tools to identify root causes of discrepancies and implement long-term fixes. You Have Must Have: • Operational Foundation: 2+ years of experience in Revenue Operations, Sales Operations, or a similar data-centric role focused on the customer lifecycle. • HubSpot Power User: High proficiency in HubSpot is non-negotiable.You should have deep experience with Workflows, Custom Objects, and Deal Stage automation and implementing 3rd party systems and workflows. • Advanced Analytics: Expertise in Excel (Pivot Tables, XLOOKUP) and CRM reporting to visualize trends and identify process breakdowns. • Lifecycle Experience: Proven experience managing the "Hand-off" process (Sales-to-Onboarding) within a B2B environment. Nice to Have: • Experience with HubSpot Operations Hub or Advanced Sequences. • Background in a SaaS environment with a focus on high-volume/scale. • Experience building Dashboards and Reports that track key go to market metrics and provide key insights to business leaders. • Experience managing a deal desk or optimizing processes between CRM and Billing systems Interview Process • Initial Screen (30 min) • Hiring Manager Interview (45 min) • Cross-collaborative Interview (45 min) • Virtual Roundtable (60 min) & Career Journey Interview (60 min) • Reference Checks We Offer • 100% remote work environment • 100% employer-paid medical insurance (plus Dental and Vision within 30 days) • Equity package • Flexible PTO (with 15 days minimum) • 401(k), FSA, and HSA options • Learning Stipend & WFH Equipment • A collaborative, high-ownership culture where your optimizations directly impact company growth. Why Join Steer? At Steer, we align our mission of transforming the auto repair experience for shop owners and their customers with your passion for growth, innovation, and excellence. Here, you’ll find opportunities to expand your skills, take on career-shaping challenges, and contribute to the future of the auto repair industry, all while enjoying comprehensive benefits and flexible work arrangements to support your well-being. Join Steer to be part of a forward-thinking, flexible, and collaborative culture where you are empowered to do meaningful and impactful work. We value diversity and believe that forming teams in which everyone can be their authentic self is key to our success. We welcome applications from those with diverse backgrounds and industries. Our hiring process looks beyond just credentials. The school you went to at 18 doesn't define your potential to thrive and enrich our culture. Even if you don't meet every requirement, we invite you to apply.