r/SalesOperations

Hey everyone, I have two years of experience building websites for clients I connected with through Reddit. At this stage, I have the skills and proven experience, but I’m looking to collaborate with someone as a co‑founder to grow further.

Currently, I’m working on a project that audits websites by scraping data from platforms like LinkedIn, Google Maps, and Apollo. It provides insights such as SEO rankings, site performance, and overall quality, helping identify where improvements are needed.

I’m looking to partner with someone experienced in sales, cold calling, and cold emailing. Together, we can combine technical expertise with strong outreach to bring in clients, build better websites, and share the revenue fairly.

If this interests you, feel free to comment or send me a DM so we can discuss further.

Hi, I’m looking for people who have prior work experience in Revenue Operations (RevOps) role, as I need help with a Business Case - a dataset of historical 2 years data and I need to conduct:

1. ⁠Business Performance Review
2. ⁠Prepare a detailed forecast for next year, with High, Base & Low scenarios.

People who’ve worked within this role can guide me with doing this case. They can DM me and I would highly appreciate your inputs & insights as I’m lost as to how to approach this case problem.

Had an interview for an entry level sales ops role where I did one phone interview with HR and the second with a hiring manager. The hiring manager was selling the company and I thought the interview went well. Last night I got a rejection email. I wasn't crashing out or anything but I was disappointed. I come from a product marketing/sales enablement background and have been looking to pivot to this field. I even got some Hubspot certs and I learn Salesforce on my free time. I know I would've gotten hired if companies weren't looking for candidates who are 100% fit. If it matters, I'm in the NYC/NJ area and I am a black male.

I have been working in Ireland & uk for 4 years and I am planning on moving back to India in the next 6 months. I have been out of indian job market the whole time, so I request for a reality check from the experienced because I keep going back and forth on this.

Background:

• MSc from TCD. About 4 years experience.
• Currently on the founding team of a small B2B SaaS in ecom reg tech (£20 Mil Valuation), as product owner and product manager (small company, so the two blur).
• I own the backlog and roadmap, ship features, ran 5 country integrations, work with 2 dev teams daily, comfortable with sql & system design. A-CSPO and AWS Solutions Architect certified.
• I am also the point of contact for 5 enterprise clients plus around 30 SMBs. I run onboarding, understand their business, and upsell and cross sell, but with no sales quota. I brought in 4 partnerships and 2 are doing well.

I actually like product work. My hesitation is the Indian market. From the outside it looks like the strong product roles expect an iim or a proper tech degree, and I have neither.

I am torn between aiming for product (PO / PM) and account management, the farming kind, not cold hunting (I have zero experience chasing new logos). I do have equal liking and interest in Account Management.

To start, I need roughly 1.3L in hand per month atleast as am the sole earner in the family.

1. With this profile, would you qualify me to pivot to account management / customer success?
2. Honestly, any directional advise would be considered gold. Please slap me hard with any thoughts you have!

I’ve tried ChatGPT and Claude. ChatGPT just sent me in an endless loop of authentication when I tried to set it up. I’ll have to investigate that later.

Claude worked surprisingly well. I posted on LinkedIn about this: https://www.linkedin.com/posts/johnstewartfireflyconsultinginternational\_initial-assessment-of-pipedrive-mcp-with-ugcPost-7478333871881637888-JBgG/?utm\_source=share&utm\_medium=member\_ios&rcm=ACoAAAAi1ywB6UX4qeFcUq3J9gMv7djAjQIe35w

It seems fairly stable if you’re only adding or updating deals, contacts, organizations or activities. It is minorly convenient for sales people, and really convenient for sales managers in CRM administrators that need to query the entire pipeline to see who is in violation of the sales process or how many deals need attention based on whether or not they have a scheduled next activity.

One of the biggest, most unsung gains is its ability to calculate conversion rates between pipelines. Not even Pipedrive’s own native reporting can do that; it gives closing rates and stage conversion rates within a pipeline, but I set up a separate pipeline as a marketing funnel for a lot of of my clients, and Pipedrive reporting cannot tell me the conversion rate between the marketing funnel pipeline and the actual sales pipeline. Claude can.

There are plenty of limitations right now, for example, you can type and use dictation to prompt Claude and to query things in the Sales pipeline, but you can’t use voice because it is very badly broken. Try it and see what happens. It also isn’t able to add or update projects yet but I fully expect them to roll that out soon.

i am entirely burnt out by the corporate fluff. every post on my feed talks about RevOps challenges as if they’re just minor tracking tweaks or simple data mapping exercises.

the actual reality on the ground is way uglier. sales completely ignores required fields, marketing runs rogue automation that breaks our lead scoring, and success refuses to log contract renewals in the central hub. our tech stack is basically held together by sheer willpower and fragile integrations, forcing my team to spend half the week playing data cleanup crew instead of doing actual strategic work.

how are you guys tackling these systemic RevOps challenges as your company scales? did you have to get executive backing to ruthlessly force cross-department compliance, or do you just accept that the plumbing will always be a little bit broken?

Hi everyone,

I’m currently open to new opportunities in GTM Sales, Enterprise Sales, Strategic Accounts, Account Management, and Business Development and I’m looking for freelance / contract work.

Over the last 6+ years, I’ve worked across SaaS, IT services, cloud, cybersecurity, and digital transformation, with a focus on driving revenue, opening new markets, and growing strategic enterprise relationships.

A few highlights from my experience:
-$3.1M+ in closed revenue across enterprise and strategic sales roles
-Built and scaled business across APAC, EMEA, India, ANZ and the US
-Managed and expanded strategic global accounts
-Delivered 220% of quota
-Strong experience in new logo acquisition, pipeline generation, account expansion, renewals, upsell/cross-sell, and C-suite stakeholder management
-Worked across the full enterprise sales cycle and global GTM execution

I’m actively looking for:

-Freelance / contract opportunities
-Part-time consulting engagements

I can commit 20+ hours per week for freelance work and I’m comfortable working across global geographies, time zones, and cross-functional international teams.

If your company is hiring, or if you know of a role, project, or team where my background could be a fit, I’d really appreciate an introduction, referral, or conversation.
Feel free to DM me or WhatsApp/call +917292981016 or comment here. Thanks in advance.

Guys, your idea would be much appreciated :)

I got my bachelor's degree in education. I've been with a couple of BPO companies and was always part of their sales programs, where I proved and gained all my skills and knowledge about selling.

Want ko talaga maging lawyer and planning to start my journey na sa law school. Pero parang na fifeel ko na maayos din magiging future ko once i persue ko ang skills ko sa sales or even other field na connected and similar sa sales.

Ano po kayang career na tutugma sa experties na meron ako? I'm willing to spend another 4 years of study again just to sort out my capabilities and skills sa sales.

Appreciate your response <3

Looking for some advice here on pivoting from Sales Operations, bit of background:

About a year as a contractor at a SaaS company where I didn’t have the Sales Ops title but was doing a lot of Sales Ops work as a generalist, forecasting, pipeline, admin, learned a lot and grateful for the experience.

Then started in a traditional hardware manufacturing company as a Sales Operations Analyst.

Def been a big change in the environment so far, things are a lot slower, monotonous, routine, but love the people and culture.

I want to keep learning new things and expand my breadth of knowledge, and hearing the team talk about Program Management got me really interested in it.

So am wondering:

1. Has anyone here pivoted to Program Management or is from PgM but pivoted to SalesOps and how did you go about it?

2. How easy is the transition or pivot to other analyst titles, like Business Ops, Product Ops, or RevOps, internally or externally?

3. Any advice in general in Sales Operations is appreciated as I’m still fairly new to this function thanks!

Such as goody, sendoso, upmerch etc? What’s your role (sales ae, marketing, admin, etc)?

Would love to understand what makes them different too!

Feels like every sales stack now has AI for scoring, routing, summaries, and recommendations. What is actually helping reps or ops teams save time? And what is mostly creating more alerts, more review, and more noise?

Just surveying - what CRM are you using ?
Bonus - are you dialing from it ? If not what are you using to dial.

That’s all, thanks!

I've been in B2B sales for years. I used to sell industrial products, and now I work for a company that assembles wiring harnesses. I handle everything from RFQs and quoting to order management, delivery, and post-sale support. Every job I've had has been "better" on paper than the last: better pay, benefits, and title; but I've hated every single one.

The only job I can honestly say I enjoyed was being a server in college.

What I hate most is the constant ambiguity. Every task feels like a scavenger hunt through Outlook email chains, forms, approvals, and unwritten processes. I'm always worried I've missed some small detail that's going to create a bigger problem later. My managers have even told me that a lot of the technical work I do should normally be handled by our plant's engineers, but they have me do it to speed things up and reduce back-and-forth emails.

I don't think I'm lazy. I actually like working when expectations are clear. Give me a checklist and defined responsibilities, and I'll work hard. What drains me is never feeling completely sure I'm doing the right thing.

On slow days, I still have to sit at my desk for eight hours pretending to be busy instead of being able to relax or work on something meaningful.

I also feel underpaid, but I don't even feel qualified enough to ask for a raise because I'm constantly second-guessing myself.

The thought of doing this for another 10 years, let alone the rest of my career honestly scares me. Sometimes my brain just wants to escape the feeling of being trapped.

Has anyone else felt this way? Did changing careers help, or did you realize it was the office environment or corporate culture that was making you miserable?

Anyone here work in a contact/call center operations role / high velocity or transactional sales like financial services, insurance, other service based tech orgs, etc.?

Trying to network a bit more with people in my new space, as I come from B2B mid-market/enterprise sales historically and transitioned into a role that primarily is contact/call center driven for sales and support.

Would love to understand if you’ve seen any success with specific AI implementations, what tools are in your tech stack, and any creative routing and/or account/lead ownership tactics.

Nothing terribly specific, but finding it to be harder to find connections in similar roles so figured I’d start here.

I have 5 YOE (3 in BD/Sales Ops for B2B SaaS) and currently work as a Client Exec for a US bank leveraging my Chinese language degree.

My diverse background feels like a random collection of jobs, making it tough to link my skills for interviews.

I want to transition to Sales Ops but I'm also doubtful if moving into Ops is worth it right now. If it is, how do I build a cohesive narrative, and what specific skill sets or projects should I add to my resume to actually land a good job?

Hi everyone,

I’m a non-technical solutions engineer (i.e., I vibe code my way through building internal tools and system integrations) working on a sales ops project at my startup.

We currently send our sales contract through Docusign for the client to sign, and I would like an automated way to get all the information that’s on the contract into Hubspot. Our sales volume is getting pretty large, so I’m trying to remove any manual step from this process.

Basically what I’d like to do is:

1. When the contract gets signed on Docusign, trigger a workflow
2. Figure out which Hubspot Deal that contract belongs to
3. Extract a defined set of fields from the contract (e.g., pricing, term, products covered…)
4. Feed those fields into Hubspot

My main challenge is point (2). We use the Docusign integration that Hubspot ”natively” offers, so I’m able to assign a HS Deal to a specific DS envelope but only visually on the UI.

HOWEVER, that native integration doesn’t seem to expose the envelope ID or any other machine-readable data that I can use to automatically match an envelope/contract with a Deal.

Has anyone faced something like this before? Any recommendations on how to approach it? I’m open to migrating away from Docusign if another provider makes this better

Thanks friends!

Been on Responsive for about a year. It does the job, but we're stuck.

Two things are really hurting us:

⚫Answer library is a mess. Hundreds of Q&A pairs and no one is keeping them updated. Wrong answers are going out in proposals and clients have noticed.

⚫Same people getting pinged every time. Our tool doesn't pull from our actual company docs, so we end up going back to the same three people for every RFP. They're tired of it and I get it.

Shortlist right now: Inventive AI, Heyiris, 1up

Not going back to Loopio or Qvidian. Don't want another tool where I'm manually keeping an answer bank alive.

My take after looking around: most of the options out there are just a cleaner version of the same thing. You still have to do all the maintenance yourself. Inventive AI looks good to us because it works off your existing docs and SharePoint instead of a Q&A bank you have to look after. We have booked a demo for next week.

Has anyone here actually used one of these for a few months? Mainly want to know if the answers were actually accurate and if your team stopped getting pulled into every single RFP.

Real experiences only please, not looking for sales pitches.

Genuine question for this crowd, because I keep arguing about it internally and want a sanity check.

Across a quarter, how many decisions and commitments coming out of pipeline reviews, forecast calls, and deal syncs actually get captured and closed out? Next steps that got agreed, the "marketing owes us X by Friday," the blocker someone flagged on a stalled deal.

My working assumption is that most orgs track maybe 10-15% of it to completion when there's no system forcing it. The rest lives in someone's notebook or evaporates. I don't have a hard source for that range, it's a gut estimate from what I've seen, which is half the reason I'm asking.

The part that bugs me isn't the one-off dropped action item. It's the pattern blindness. The same blocker shows up in week 1, week 4, week 7 of the quarter across different deals, and because nobody's looking across the series of calls, it never gets named as a systemic issue. It just quietly costs you deals until QBR, when someone finally connects the dots after the number's already missed.

Transcription and call recording don't fix this for me. They answer "what was said." They don't answer "what did we decide, who owns it, did it happen." That's the gap.

So two questions:

How bad is it actually at your org? Are you closer to "we track everything in the CRM religiously" or "honestly most of it disappears"?

And for anyone who's fixed it: was it a tooling change, a process discipline thing, or did it come down to one RevOps person refusing to let action items die?

Ops question for the group I have 30 reps in our mid-market SaaS, which is a 30 to 45 day cycle, average deal around $45K ARR. We are running Salesforce in Highspot and I keep adding to enablement, more content, more tools, a coaching platform that leadership loves and reps open maybe twice a quarter but execution per deal has not meaningfully improved. Reps still stall mid-funnel, business cases still get rebuilt from scratch every time, follow-ups and CRM logging either eat selling hours or do not get done, and pre-call research is whatever the rep rate feels like doing five minutes before they join.

sales ops here at a cybersecurity SaaS, and our VP just asked me to pull common objections and competitive mentions from reps' calls before next pipeline review.

We've got dozens of recordings from the last couple weeks and i've been scrubbing through them at 1.5x, but after one rep I've already burned through my prep window.

So it's either lose the rest of my week to this or walk into pipeline review covering 2 reps out of 6. Any other sales ops folks here keeping up with this much call review?

i'm burning evenings and barely making a dent.

Update: ran kabir's transcript-search hack and made it through the meeting, kept sourced timestamps per PinkVelour_Gabriella's heads up which the reps pushed back on exactly the way she predicted.

For the recurring monthly piece i'm scoping conversation intelligence now, Gong and BuildBetter are on the shortlist given team size, will pilot one before deciding.