Globalfy

Sales Operations Manager

• Monitor and review conversations between inbound leads and Jessica, the AI sales agent
• Identify buying signals, high-intent leads, valuable opportunities, and conversations requiring human intervention
• Escalate qualified and high-priority opportunities to Sales
• Route leads to appropriate salespeople based on language, geography, customer profile, opportunity type, and ownership rules
• Monitor HubSpot for leads and opportunities requiring action
• Prevent opportunities from being lost through delayed follow-ups, incorrect routing, incomplete information, or AI limitations
• Review and evaluate MQL quality generated by Marketing
• Provide Marketing feedback on lead quality, sources, campaigns, patterns, and conversion potential
• Identify cases where Jessica missed buying signals, misunderstood leads, failed to collect information, or escalated too late
• Provide structured feedback to the AI-agent development team
• Identify recurring patterns, objections, questions, and problems across lead conversations
• Improve qualification criteria, prompts, routing rules, workflows, and sales processes
• Maintain CRM hygiene and accurate HubSpot records
• 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
• Reduce repetitive manual work through AI, automation, filters, workflows, and improved processes
• Collaborate daily with Sales, Marketing, and AI-agent teams

Sales Operations Analyst

Sales

• Own the full sales cycle from MQL qualification and discovery through proposal, negotiation, and closing
• Manage a high-volume pipeline with rigorous organization, follow-up discipline, accurate CRM data, and forecast accuracy
• Achieve or exceed weekly, monthly, quarterly, and annual revenue targets
• Conduct structured discovery conversations covering business goals, challenges, decision processes, urgency, and buying criteria
• Apply consultative sales and qualification methodologies such as SPIN, GPCT, BANT, and MEDDICC
• Translate complex customer scenarios into clear commercial recommendations
• Build business cases and communicate Globalfy’s value proposition for each prospect
• Conduct presentations, product or service discussions, negotiations, and follow-ups with prospects across countries
• Navigate multiple stakeholders and decision-makers
• Lead commercial negotiations and contract discussions
• Maintain pipeline hygiene in HubSpot, including stages, activities, next steps, notes, qualification data, expected close dates, and forecasts
• Identify stalled opportunities, risks, red flags, and next actions
• Maintain knowledge of Globalfy’s services, customer profiles, competitive landscape, and international business environment
• Collaborate with Marketing and Sales to improve MQL qualification, conversion rates, messaging, and sales processes
• Develop relationships and partnerships generating qualified opportunities
• Represent Globalfy at events, meetings, and networking opportunities
• Use sales data to identify bottlenecks and improve conversion rates, sales cycle, productivity, and revenue
• Share best practices and support other sales professionals when appropriate
• Use AI, automation, scripts, integrations, dashboards, or workflows to improve sales performance and productivity

Sales Specialist I – Full Cycle, International Markets

Bookkeeper

• Keep customer general ledgers up to date by recording financial transactions accurately and timely
• Reconcile bank and credit card statements with general ledgers, identifying and resolving discrepancies
• Enter costs, expenses, and COGS into the accounting system with proper coding and classification
• Manage a portfolio of client accounts, including timely reconciliations, accurate financial reporting, and monthly close procedures
• Support month-end close activities and investigate discrepancies
• Communicate with clients to obtain missing information or resolve accounting issues
• Prepare income statements and balance sheets regularly
• Provide accounting support to internal stakeholders
• Ensure compliance with accounting principles, regulations, and tax standards
• Keep current with accounting and tax standards
• Collaborate with team members to improve bookkeeping processes and workflows
• Maintain organized and accurate financial records and documentation

Sales Operations Analyst

Sales Specialist I – Full Cycle, International Markets

Bookkeeper, Spanish/English