Sales Operations Lead

Are you seeking an opportunity to join a fast-growing and employee-centric firm and possess a desire for career growth? Then we encourage you to apply! We are currently seeking a Sales Operations Lead to support our Corporate Marketing and Business Development Team in Wayne, PA. This position reports directly to the Chief Growth Officer and will work closely with the Director of Marketing.

WHO WE ARE:
Global Tax Management (GTM) is a corporate tax services firm dedicated to helping mid-size and large multinational corporations address complex tax operations. For almost 30 years, GTM has provided the expertise to build, operate, and manage tax functions for our clients. Our core services include tax provision, income tax compliance, international tax, transfer pricing, indirect tax, tax automation, tax training, R&D tax credits and incentives, and tax consulting and planning. GTM is growing nationally and is motivated to bring our unique client service and technology-focused model to a broader marketplace. We have received numerous accolades, including being recognized on INSIDE Public Accounting's Top 100 Firms in the Nation, a "Best Place to Work" in PA, NJ, and NC, and earned a spot on the Inc. 5000 fastest-growing private company in the nation!

By choosing a career with Global GTM, you will join a culture like no other in the accounting field. Our environment is entrepreneurial, our business model is unique, and our teams are collaborative. GTM is a 100% employee-owned company (ESOP) and offers competitive compensation, annual bonuses, employee stock options (ESOP), continuing education reimbursement, comprehensive benefits & more.

POSITION OVERVIEW:
The Sales Operations Lead will be a key connector between GTM’s marketing and business development efforts. This role will focus on aligning GTM’s marketing and sales efforts, managing the lead generation pipeline, optimizing and streamlining processes, and executing strategies that drive revenue and accelerate customer acquisition. The Sales Operations Lead partners closely with marketing and practice leaders to support lead generation, proposal development, and CRM optimization. This position reports directly to the Chief Growth Officer.

Key Responsibilities:

• General pipeline management and reporting: work with all market and practice leaders to ensure the pipeline is up to date and opportunities are progressing through the sales process.
• Monthly business development & marketing meetings: Coordinate and direct monthly business development and marketing meetings for defined regions with various stakeholders. Prepare agendas and track action items.
• Lead management: Act as a key point of contact for lead generation routing and tracking. Ensure leads are routed to the appropriate market and practice leaders and properly documented in the pipeline.
• Proposal Support:  Assist market leaders, practice leaders, and other managing directors with the preparation of proposals and RFP responses.
• HubSpot Support & Administration: Ensure data in CRM is accurate and updated, manage CRM user access, manage lists within CRM, provide CRM training/support to end users, and implement new CRM functionality.
• Prospect outreach: Proactively follow up with prospects after key activities and events (e.g., event attendance, website visits, content consumption, current news, etc.) to generate qualified leads.

• Bachelor's degree in business, Marketing, or a related field (Master's degree a plus)
• 3 to 5 years of experience in sales operations with strong knowledge of sales and marketing processes, methodologies, pipeline management, and best practices
• Proficiency with marketing automation tools and CRM software, especially HubSpot and other commonly used business technologies such as Excel and PowerPoint
• Excellent analytical, problem-solving, and data interpretation skills
• Strong leadership and team management skills
• Exceptional communication and presentation abilities
• Strategic mindset with the ability to develop and execute effective strategies
• This hybrid role requires the ability to work in the Wayne, PA office at least 2-3 days per week, or more, based on business needs
• Occasional domestic travel will be required. (Approximately 5-25% travel)

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About Global Tax Management

Global Tax Management (GTM) is a corporate tax services firm dedicated to helping mid-size and large multinational corporations address complex tax operations. GTM takes operational tax burdens off tax and finance leaders, providing high-level tax expertise at value driven rates without any independence issues. For over 25 years, GTM has provided the expertise to build, operate, and manage tax functions for its clients. Core services include tax provision, income tax compliance, international tax, transfer pricing, indirect tax, tax automation, tax training, R&D tax credits and incentives, and tax consulting and planning. GTM is a 100% employee-owned company (ESOP) and is distinguished as a best workplace, healthiest employer, and top accounting firm. The firm is a U.S. alliance partner of WTS Global. For more information, visit www.gtmtax.com.