Own inbound & triage: Monitor HubSpot inbox/queues, acknowledge within SLA, clarify scope via checklists, set next steps; qualify/route leads and log all activity.
Quote coordination (SOP-driven): Create quote requests in HubSpot and Asana, organize files in Box, coordinate pricing with Estimating, manage approvals, issue quotes, track revisions, and keep an auditable trail.
Customer comms & phone coverage: AU-time coverage to answer/triage calls, schedule follow-ups, and send professional updates.
Post-PO handoff & onboarding: Validate POs, set up jobs/accounts, hand off to NetSuite/Operations, send onboarding instructions, and coordinate delivery/installation milestones.
Install quality support (Build Pass): Admin access, checklists, photo/compliance capture; chase gaps and escalate early.
Systems hygiene & reporting: Keep HubSpot properties/deals pristine; maintain Asana tasks and Box structure; produce weekly dashboards (SLA, quote cycle time, PO handoffs, compliance).

2**+ years** in Sales Support / Customer Success / Sales Ops (B2B preferred)
HubSpot proficiency: shared inbox/Conversations, deals/pipelines, properties, lists, simple workflows, basic dashboards/reporting
Proven quote coordination (intake → approvals → issue → revision control)
Excellent written/spoken English; confident on customer calls and executive updates
Tooling: HubSpot, Asana, Box/Drive, Microsoft 365 (NetSuite exposure a plus)
High attention to detail (templates, versioning) and strong follow-through

Nice to have

Familiarity with AI productivity tools (ChatGPT/Copilot, HubSpot AI, Canva Magic Design) to speed-draft emails, summarize threads, prep first-pass quotes
Experience with installer/field compliance platforms (e.g., Build Pass)
Light RevOps skills (property governance, dedupe/merge policy, workflow QA)

Paid Time Off (contractor PTO policy)
Work From Home (100% remote)
Growth by Sharing profit-share program post-probation
Learning & development: access to tools training (HubSpot, Asana, Box), internal playbooks, and educational resources for continuous upskilling
Tools & enablement: HubSpot, Asana, Box, Microsoft 365; training on Quote SOP, handoff checklist, Build Pass workflows
Career growth: opportunity to lead global-standard improvements (HubSpot quoting workspace, SLA dashboards, automated handoffs, onboarding playbook, compliance scorecard)
Flexible collaboration: structured standups, clear KPIs, supportive leadership focused on outcomes over micromanagement

Sales Support, Customer Success Specialist

Key skills