DescriptionWho are you?You're a data-driven, hands-on operator who's seen firsthand how clean systems and sharp processes help a go-to-market team win. You've built and helped maintain successful processes in HubSpot, and you hold a high bar for systems that run cleanly and reliably.
You know how to put AI to work for more efficient operations, and you move fast to adopt new tools that help the team. You bring structure and clarity to everything you do, you back your decisions with data, and you're the kind of reliable that a cross-functional team learns to count on.
What you'll be doing- Requests & feedback - Be the first point of contact for Sales and CS, resolving and routing day-to-day CRM requests while spotting the patterns that tell you what's really breaking.
- Process improvement - Investigate recurring bugs and process gaps to find the root cause, then proactively fix them and roll out improvements that make the GTM engine run better.
- Data hygiene - Keep pipeline, lifecycle, and deal data clean through routine checks, deduplication, and validation, so the team can trust the numbers.
- Sales & CS operations - Own the lead routing, onboarding, and retention workflows that Sales and CS rely on to hit their numbers, keeping the engine running so reps can focus on customers.
- Reports & dashboards - Build and maintain reporting that gives the team and leadership a clear, trusted view of performance.
- Automations - Turn manual, repetitive work across sales, onboarding, and retention into automations that run reliably at scale.
- Partnership & growth - Partner closely with Sales, CS, and RevOps, growing over time into more strategic RevOps work.
This is a hybrid role working Tues, Wed and Thurs in our San Diego office and Mon and Fri working remote.
RequirementsWe're looking for (Must Haves)- 1-3 years hands-on experience in Revenue, Sales, or GTM Operations.
- CRM system administration experience, preferably including HubSpot Administration.
- Experience working in an SMB SaaS startup or high-growth environment.
- Proven experience with integrating AI into processes
- Strong analytical skills and comfort working with data to drive decisions.
- Self-starter who takes ownership and follows through without being chased.
- Strong communication skills and responsiveness across departments and leadership.
Bonus Points (Nice-to-Haves)- Experience with automation platforms such as Make, n8n, Zapier, or Workato.
- Experience building AI-powered workflows using tools like Base44, Claude Code, Cursor, or similar.
- Comfortable working with APIs, webhooks, and JSON.
Who Thrives Here- AI-first mindset. You naturally look for ways to automate, streamline, and scale your work.
- Curious, coachable, and eager to learn.
- Comfortable working across multiple time zones and functions.
- Able to move quickly, manage competing priorities, and adapt as the business evolves.
- Strong ownership mentality. You see problems, solve them, and continuously look for ways to improve how things work.
Perks & Life at Workiz:- Fuel Up & Unwind: Keep your day energized with a kitchen stocked with top-notch coffee, drinks, and snacks.
- Dog-Friendly Office: Bring your four-legged co-pilot to work and join our pack of friendly office pups.
- Bond Beyond Desks: Connect with your team through regular socials, catered lunches, and relaxed office happy hours.
- Recharge & Play: Take a break with our office pool table and mini putting green.
Compensation and Benefits- At Workiz, we don't just hire for the role you're in today; we hire for the closer you'll become tomorrow. We are specifically looking for ambitious SDRs who are hungry to transition into an AE role, and we provide the roadmap to get you there.
Compensation and BenefitsMarket-level compensation based on experience:
$85,000 - $110,000 On-Target EarningsWorkiz provides a comprehensive benefits package, featuring employee stock options, up to 100% employer-paid Medical, Dental, and Vision coverage options for employees plus generous dependent coverage, and a 4% match on 401k contributions.
Paid Time Off: 16 days per year (that grows with tenure!)
Sick Leave: 5 days per year.
