About Ashling Partners

Ashling Partners is at the forefront of the hyper automation revolution! We help clients  improve productivity and employee engagement by leveraging intelligent process  automation, RPA, Process Intelligence, data capture/OCR and Machine Learning  technologies. Our team leverages lean agile principles to make automation gains  sustainable and a driving force for digital innovation.

Founded by business process improvement & technology industry veterans, Ashling  Partners values meaningful work for our employees while driving real value for our  clients in a sustainable and continuous manner. We will always value progress over  perfection. While doing so, we strive to continually build a positive, appreciative, and fun  culture for our organization.

Our rapidly growing organization is taking the world by storm, quickly becoming THE  global boutique in intelligent automation. We are looking for life-long learners and  servant-leaders who are passionate about innovation and the future of work. If this  sounds like a place for you, we would love to meet you!

What You Will Do:

The Sales Operations Specialist plays a critical role in supporting and optimizing the tools, processes, and reporting that enable scalable revenue growth and efficient sales execution. This role serves as a cross-functional partner to Sales, Marketing, Finance, and Delivery teams to ensure seamless operations, accurate data management, and effective go-to-market execution. The ideal candidate is highly organized and analytical with a passion for operational excellence in a fast-paced B2B environment.

Key Responsibilities

• CRM & Sales Tools Management: Maintain and optimize the customer relationship management (CRM) platform (HubSpot), including user support, workflow automation, data integrity, and regular performance audits.
• Sales Process Support: Assist in designing and maintaining standardized sales processes that support all stages of the sales cycle—from lead intake and qualification to opportunity close and delivery handoff.
• Performance Reporting: Build and maintain performance dashboards, forecasts, and reports to provide real-time insights on pipeline health, sales KPIs, win/loss analysis, and team productivity.
• Sales Enablement: Collaborate with Sales and Marketing to manage the repository of sales collateral (presentations, templates, case studies) and support onboarding and enablement programs.
• Quote-to-Cash Coordination: Support deal desk functions including quote generation, pricing approval workflows, and contract submission; liaise with Finance for smooth invoicing and revenue processing.
• Territory & Account Management: Assist in territory design, rep assignments, and account segmentation processes to drive efficiency and equitable coverage across the sales team.
• Technology Evaluation & Implementation Participate in the evaluation, selection, and deployment of tools that enhance sales productivity, automation, and visibility.
• Sales Meeting & Planning Support: Support preparation for recurring sales meetings, QBRs, and planning sessions by gathering insights, compiling presentations, and tracking action items.

What You Will Bring

• Experience: 1-3 years of experience in a sales operations, revenue operations, project management, or business operations role within a B2B organization, preferably in technology, SaaS, or consulting services.
• Industry Knowledge: Exposure to Intelligent Automation, AI, RPA, or related enterprise technology services is a plus.
• Systems Proficiency: Hands-on experience with CRM platforms (HubSpot, Salesforce), sales analytics tools, and productivity applications (Excel, SharePoint, PowerPoint, BI dashboards).
• Analytical Skills: Strong data analysis, reporting, and problem-solving capabilities; able to turn insights into operational improvements.
• Process Orientation: Highly organized with a focus on continuous improvement, process efficiency, and cross-team alignment.
• Communication: Clear communicator who can work effectively with cross-functional teams and present data and recommendations to stakeholders.
• Education: Bachelor’s degree in Business Administration, Sales, Marketing, or a related field.

Why Ashling Partners

• At Ashling Partners, we strive to provide meaningful work in a positive, appreciative and  fun culture for our own team. All firm members are referred to as “Ohana,” the Hawaiian  word for family, with regards to extended family beyond relatives. The concept emphasizes that extended families are bound together by a common belief, attitude or  purpose and members must cooperate and remember one another. 
• Lifelong Learning - In the intelligent automation space change happens  fast, in order to support that change, Ashling has developed a culture that  enables lifelong learners to continuously develop their skill sets 
• Diversity of Thought, Culture, Background & Identity – We build  diversity, equity, and inclusion capabilities into all facets of our business to  support innovation, creativity, and our global growth objectives 
• Consistently Innovate with Cutting Edge Technology – We offer a  continuous model for performance improvement and the opportunity to  work with best of breed automation technology stacks
• Provide Servant-Based Leadership – We believe the leader’s role is to serve  the organization, not the other way around 
• Practice Stewardship – We work together as peers, regardless of a person’s  formal role or authority in the organization 
• Be Entrepreneurial in Management – We empower people to bring ideas  and challenge them with the responsibility to make them successful • Offer Open-Book Finance – We give everyone the opportunity to see the  books, how we are being measured and what our score is, so they can feel  empowered to impact success 
• Provide the Best Service – We may not be the cheapest, but we will deliver  the best value to our clients 
• Make Data-Driven Decisions – We are a data-driven organization internally  and externally 
• Be a fun place to work - We provide a positive, appreciative and fun culture

What Sets Us Apart

• Quarterly book allotment (any book of your choice, no cap!) 
• Uncapped training allotment 
• Unlimited holidays 
• Unlimited PTO! 
• Immediate 401K contributions