Customer Account Manager - REMOTE
•Jobgether· 1h
💼 Sales⏰ Full-time📈 Mid Level🇵🇱 Poland
1h ago
Lazer·about 11 hours ago
Lazer is a world-class digital product studio composed of 180+ senior engineers and designers with backgrounds from companies like Apple, Google, Coinbase, and more. With our product experience, we have designed, engineered, and grown products from $0 to $200M in revenue.
Clients seek out our help because we have the talent to deeply understand their needs and provide industry, technical, or product insights that are uniquely valuable to their efforts. Our clients range from early-stage startups and venture studios to recognizable retail brands and exciting enterprises. Some of our notable clients include Google, Shopify, Coinbase, Alchemy, Hinge, OVO, Polymarket, and more.
We are a remote-first organization headquartered in Toronto, Ontario, with employees worldwide. We believe in providing the best experience possible for all Lazerites by fostering a strong community through regular events, company vacations, competitive compensation, unlimited PTO, and more!
Join Lazer and help us solve problems and build the next generation of products!
We’re hiring a Sales Operations Specialist to strengthen the operating system behind our revenue team. You’ll ensure our HubSpot pipeline is accurate, actionable, and leadership-ready—and you’ll drive a consistent, high-quality proposal/SOW process for our client services work. Your work will directly improve forecast visibility, sales execution, and proposal turnaround time, helping the team move faster and win more business with less friction.
2–5 years experience in Sales Ops, BizOps, RevOps support, consulting analyst, PMO, implementation coordination, or similar.
Strong attention to detail and comfort editing structured, client-facing documents (proposals/SOWs).
Strong written communication and follow-through; comfortable coordinating across Sales and Delivery and nudging stakeholders for missing inputs.
Proficiency with Google Workspace (Docs, Sheets, Slides) and comfort working in modern collaboration tools (Notion, Slack).
Ability to manage work in a ticketed/project workflow environment (e.g., Jira), including tracking status and maintaining clear next steps.
HubSpot experience (pipelines, deal properties, basic reporting).
Experience in a services/agency sales cycle (discovery → proposal → SOW → handoff).
Familiarity with templates, document versioning, and lightweight approval workflows.
Ensure pipeline integrity in HubSpot so leadership can rely on forecasts and deal health.
Maintain consistent HubSpot usage: deal stages, required fields, next steps, close dates, ownership, and activity logging.
Run weekly/monthly pipeline cleanup routines (stale deals, missing data, duplicates, inconsistent stages) and coordinate follow-ups with deal owners.
Maintain simple stage definitions and exit criteria so the pipeline reflects reality.
Prepare pipeline snapshots for leadership (e.g., aging deals, stage movement, “at-risk” opportunities, missing-info lists).
Coordinate inputs across Sales and Delivery (scope, assumptions, timeline, pricing structure, staffing) to assemble proposals and SOWs.
Raise the quality bar on proposals/SOWs—ensuring every client-facing document is clear, complete, consistent, and decision-ready.
Maintain proposal/SOW templates, reusable content blocks, and a lightweight versioning/naming convention.
Use checklists and internal standards to ensure proposals are review-ready before leadership approval.
Act as the connective tissue across teams to ensure deal/proposal information is captured once and stays consistent across tools and documents.
Create repeatable workflows that reduce time-to-proposal and prevent handoff issues between Sales and Delivery.
Identify gaps and recommend pragmatic process improvements that reduce thrash and increase speed.
30 days: HubSpot hygiene baseline established; required fields and stage definitions documented; proposal/SOW templates and checklists standardized.
60 days: Weekly pipeline review runs smoothly; fewer stale/unclear deals; proposal/SOW docs are consistently clean and leadership-ready.
90 days: Improved forecast confidence, faster proposal turnaround, and reduced back-and-forth on deal status and proposal inputs.
🚀 Accelerate Your Growth: Work across multiple industries and cutting-edge projects with a team that ships fast.
💥 Maximum Impact: Shape the future of the tech industry by helping ambitious projects reach their potential.
🏅 True Ownership: Everyone ships code and has real autonomy with minimal meetings.
💡 Continuous Learning: Be part of a team of senior engineers and designers who love learning and knowledge sharing.
🤖 You Resist Modern Tools: We leverage AI and cutting-edge technology to build rapidly and focus our energy on solving the most complex, high-impact challenges for our clients.
🏗️ You Crave High Structure: We thrive in an autonomous, fast-moving environment, which means you need to be comfortable with some ambiguity.
😴 You Prefer Conventional Careers: Our consulting approach involves varied projects and direct client interaction — it's not for everyone.
1️⃣ You Like Staying in One Lane: Our projects require adapting to different tech stacks and modern tooling quickly.
🌐 Work From Anywhere: Choose your workspace — all you need is strong wifi and a passion for building!
🧘♂️ Work / Life Balance: We believe in our team’s ability to have it all; a great career, and time to unplug and live…you know...life.
🩺 Employee Care: We provide full benefits (healthcare, dental, vision) for our employees (401k for our US employees)
🏖️ Unlimited PTO: Everyone needs a break. Take at least 15 days off a year, and more if you need—just be cool about it and keep the team in mind.
🎉 Regular Team Retreat: Join us for a week of team bonding at amazing destinations. Recent trips include the Dominican Republic, Cancun, and Hawaii — plus ones welcome.