Sales Operations & Business Development Specialist
Responsibilities:
- Lead & Opportunity Management Operations
- Monitor, capture, and organize inbound leads generated from marketing campaigns (email, webinars, social, website forms, etc.).
- Evaluate and qualify leads based on defined criteria (industry, intent, maturity), including opportunities related to cybersecurity for family office environments and high-net-worth client organizations.
- Maintain accurate CRM hygiene, including contact details, engagement activity,
and pipeline stage transitions. - Ensure that opportunities progress through the sales funnel by prompting next
steps, coordinating follow-ups, and maintaining stage accuracy. - Support lead nurturing workflows by coordinating follow-ups, scheduling
introduction calls, and sharing relevant content. - Prepare high-potential (warm) leads for seamless handoff to Sales, providing
necessary context and prospect background. - Track funnel performance and provide insights to Marketing and Sales leadership
on lead volume, conversion rates, and engagement trends.
- Sales Collateral & Process Documentation
- Serve as the central coordinator for all sales collateral, ensuring materials are organized, current, standardized, and easily accessible to the Sales team.
- Maintain and update playbooks, SOPs, and internal documentation.
- Capture workflow steps and improvement opportunities across the revenue cycle.
- Support internal compliance and audit readiness documentation to ensure processes remain current and traceable.
- Sales Operations Support
- Coordinate internal meetings, assist with scheduling, and ensure clear recording of action items and owners.
- Facilitate alignment and communication between Business Development, Marketing, and Sales functions.
- Support administrative tasks as needed to ensure operational continuity and efficiency.
- Reporting & Business Insights
- Generate recurring and ad-hoc reports on pipeline health, campaign performance, and productivity metrics.
- Assist in preparing leadership dashboards and business review summaries.
- Highlight data trends and discrepancies to improve decision-making and operational accuracy.
- Lead generation and Deal closure
- Identify, research, and engage prospective clients through outbound and inbound channels to generate qualified sales opportunities for the company’s cybersecurity consulting services based on the company’s strategy.
- Conduct discovery conversations to understand customer needs, validate fit, and position cybersecurity services and solutions aligned to business challenges.
- Manage the sales process from first contact through deal closure for assigned opportunities, including pricing discussions and objections handling.
- Collaborate closely with marketing and senior sales leadership to refine messaging, improve conversion rates, and exceed revenue targets.
- Collaboration & Professional Development
- Participate actively in team meetings, planning cycles, and training sessions.
- Continuously learn about cybersecurity, sales operations best practices, and industry terminology.
- Contribute to a positive, accountable, and performance-driven team environment.