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Sales Operations Manager

About Us

We are building a better world by empowering estate planning and increasing planned giving. Our software-as-a-service technology platform enables the world’s most inspiring nonprofit organizations to dramatically amplify planned giving, while enabling people to create more impactful legacies. We invite you to join our fun, creative, fast-growing team for a very exciting ride.

What We’re Looking For

Giving Docs is seeking an experienced Sales Operations Manager to help scale our rapidly growing business. You will collaborate with our Chief Development Officer and entire team to build and manage our sales pipeline in Hubspot, use prospecting research tools like ZoomInfo and Apollo to discover new opportunities, and lead a variety of marketing and sales initiatives.


  • Develop a thorough knowledge of the Giving Docs product and value proposition

  • Support sales team to meet quarterly and annual sales revenue goals

  • Conduct prospect research and compile key insights to inform sales pipeline

  • Identify, contact, and schedule meetings with qualified sales prospects

  • Optimize our use of HubSpot to manage the sales process as a power user

  • Manage key administrative functions including process and data quality enforcement, reports and dashboards, workflows, and other tasks related to the sales operation

  • Provide key logistical support for sales events, including webinars, industry conferences, in-person sales meetings, and/or speaking engagements, including tracking deadlines, creating and/or submitting materials, and booking travel as needed


About You

  • 2+ years of professional work experience, preferably in sales operations; direct experience in technology, nonprofit fundraising, business, legal, and/or other relevant sectors preferred

  • Direct experience with managing records in Hubspot and with tools like ZoomInfo or Apollo

  • Excellent written and verbal communication skills, and comfortable interacting with sales leads

  • Exceptional attention to detail; loves a to-do list and managing tasks

  • Tech savvy, comfortable working in databases and spreadsheets, and committed to data integrity

  • Ability to use all G Suite tools

  • Creative, resourceful, and hungry to learn and succeed

  • Familiarity  with sales tools, processes, and technology 

  • Capability to perform administrative support functions flawlessly

  • High degree of empathy, with a demonstrated ability to listen carefully to and engage meaningfully with a wide variety of stakeholders

  • Desire to not merely meet customer expectations, but seek opportunities to delight

  • Excellent at working within teams to achieve ambitious goals

  • Highly energetic, enthusiastic, and engaging with all stakeholders

  • Comfortable moving quickly in a fast-paced start-up environment

  • High bar for quality, rigor, and integrity in your own work, as well as your colleagues’

  • Smarts, tenacity, fortitude, and drive to both uncover creative solutions to existing projects, and to help bring projects to fruition

  • Ability to work remotely regardless of location, with primary working hours between 9am-5pm Eastern Standard Time Monday through Friday


Salary and Benefits

  • Annual salary of $80,000

  • Remote work environment with flexible hours- we are family friendly!

  • Budget for home office needs

  • Flexible and unlimited paid time off, in addition to over 13 official company holidays

  • Medical, dental, and vision benefits

  • Medical travel benefits, if needed healthcare for you or your dependents is not available locally

  • Flexible Spending Accounts

  • 401k retirement saving plan, with employer match

  • Supplemental life insurance

  • Stock options

  • Paid family leave and paid parental leave

  • Team learning, professional development, and team travel opportunities


Equal Opportunity

Giving Docs is an equal opportunity employer, and we are committed to building and fostering a diverse, equitable, and inclusive team. We work with some of the largest and most inspiring organizations in the world, which lead initiatives focused on people of different identities and backgrounds in different ways. We believe we are stronger and most effective with a diverse team leading the charge. People of color, women, LGBTQ+ individuals and people with disabilities and/or underrepresented backgrounds are strongly encouraged to apply.


If interested, please email us at with a brief cover letter and resume.

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