Sales Operations Analyst

About the company

Globalfy is an all-in-one platform to simplify doing business in the US: open manage and expand to the American market from anywhere.

We are a company that grew more than 500% in the last few years. Our business is #BORNTOBEGLOBAL and there are plenty of opportunities for you to grow and develop your career with us. Our team members are part of a successful story and they make a difference in the world.

Apply for this incredible opportunity to become a #Globalfire!

Why work at Globalfy

At Globalfy we embrace diversity and celebrate the unique cultures and backgrounds of our global team. Here youll find an inclusive and dynamic work environment with opportunities to learn grow and thrive with more than 60 talented colleagues from eight different countries.

We offer a thoughtful benefits package designed to support each team members well-being and professional journey while creating a workplace where everyone feels valued heard and empowered to contribute.

Our clients rely on us for effective high-quality solutions that help them confidently expand their businesses to the US. Our services include:

Business Formation

Bookkeeping Services

Tax Services

Virtual Address

About the position

Were looking for a highly organized analytical and tech-savvy Sales Operations Analyst AI & Lead Management to help us make sure valuable sales opportunities never fall through the cracks.

At Globalfy AI already plays an important role in how we interact with and qualify potential customers throughout their journey. Our AI sales agent Jessica handles a high volume of lead conversations every day. Your role will be to provide the human layer behind this operation.

You will monitor conversations identify buying signals and high-value opportunities determine when human intervention is needed and make sure the right opportunities reach the right salesperson at the right time.

You will spend a significant part of your day inside HubSpot monitoring leads conversations activities and opportunities. You will also work closely with Sales Marketing and the team responsible for Jessica to continuously improve how we qualify route and engage with potential customers.

This is not a traditional SDR role and you will not be responsible for running sales meetings or closing deals. Your job is to make sure our salespeople spend their time on the right opportunities and that we dont miss valuable opportunities hidden inside a high-volume inbound operation.

What youll own

As a Sales Operations Analyst you will:

• Monitor and review conversations between inbound leads and Jessica our AI sales agent;
• Identify buying signals high-intent leads valuable opportunities and conversations requiring human intervention;
• Escalate qualified and high-priority opportunities to Sales quickly;
• Route leads to the appropriate salesperson according to predefined criteria such as language geography customer profile opportunity type and ownership rules;
• Continuously monitor HubSpot to identify leads and opportunities requiring action;
• Make sure important opportunities dont get lost because of delayed follow-ups incorrect routing incomplete information or AI limitations;
• Review and help evaluate the quality of MQLs generated by Marketing;
• Work closely with Marketing to provide feedback on lead quality sources campaigns patterns and conversion potential;
• Identify cases where Jessica missed a buying signal misunderstood a lead failed to collect important information or should have escalated a conversation earlier;
• Provide clear and structured feedback to the team responsible for developing and improving Jessica;
• Identify recurring patterns objections questions and problems across lead conversations;
• Help improve qualification criteria prompts routing rules workflows and sales processes;
• Maintain strong CRM hygiene and make sure relevant information is properly registered in HubSpot;
• Use HubSpot lists filters properties tasks workflows reports and other tools to monitor and prioritize leads;
• Use ChatGPT and other AI tools to analyze conversations classify leads identify patterns summarize information and increase productivity;
• Look for opportunities to reduce repetitive manual work through AI automation filters workflows and better processes;
• Collaborate daily with Sales Marketing and the teams responsible for our AI agents.

What were looking for

Were looking for someone who understands sales processes but is especially strong at organization systems technology pattern recognition and execution.

You may have previous experience as an SDR BDR pre-sales representative inside sales representative e-commerce salesperson sales operations analyst or in another high-volume commercial environment.

Must-have

• Previous hands-on experience working in sales pre-sales SDR/BDR inside sales e-commerce sales sales operations or another commercial environment;
• Strong understanding of how a sales funnel works including leads MQLs qualification opportunities follow-ups pipeline stages and conversion;
• Hands-on experience using HubSpot in a sales environment;
• Ability to work with a high volume of leads conversations activities and CRM data while staying organized;
• Strong analytical and critical-thinking skills;
• Ability to recognize buying signals and understand when a salesperson needs to take over a conversation;
• High attention to detail without sacrificing speed;
• Strong sense of urgency and ownership;
• Ability to follow lead-routing rules and operational processes consistently;
• Strong technology skills and the ability to learn new systems quickly;
• Experience using ChatGPT or other AI tools as part of your daily workflow;
• Strong written communication skills;
• Professional fluency in Portuguese.

You do not need to be an experienced closer.

But you must understand sales well enough to recognize when a real commercial opportunity is developing and know when Sales needs to step in.

HubSpot & technology

HubSpot will be one of your primary working environments.

We are looking for someone who has actually used HubSpot as part of their daily commercial routine not someone who has only occasionally updated contacts or deals.

You should be comfortable working with areas such as:

• Contacts and companies;
• Deals and pipeline stages;
• Activities and tasks;
• Properties;
• Lists and filters;
• Lead qualification information;
• Lead ownership and routing;
• Reports and dashboards;
• Workflows and automations.

Strong differentiators

You will stand out if you have:

• Advanced experience with HubSpot;
• Experience with HubSpot workflows lists filters reports and automation;
• Experience working with high volumes of inbound leads;
• Previous SDR BDR pre-sales inside sales e-commerce or sales operations experience;
• Experience reviewing customer conversations or sales interactions;
• Experience with AI agents conversational AI chatbots or automated customer journeys;
• Experience using AI tools for analysis classification or automation;
• Experience with tools such as Make Zapier n8n APIs scripts or other automation platforms;
• Intermediate or advanced English;
• Spanish proficiency;
• Experience working in technology companies or fast-paced environments.

How we define success in this role

Success isnt measured by how many meetings you personally run or how many deals you personally close.

Success means:

• High-intent opportunities are identified quickly;
• Valuable leads reach Sales at the right moment;
• Leads are routed to the right salesperson;
• Important conversations dont fall through the cracks;
• Sales receives useful context before engaging with an opportunity;
• MQL quality becomes increasingly visible and measurable;
• Marketing receives actionable feedback about the leads it generates;
• Jessica improves based on real customer interactions;
• Problems and patterns are identified before they become larger issues;
• Repetitive manual work becomes increasingly automated;
• Our salespeople spend more time selling and less time searching through leads and conversations.

Schedule

Mon - Fri 9:00 am - 5:00 pm (East-time)

The position is full-time which means that you must be available every working day between 9 am and 5 pm EST due to tim...