Sales Operations Lead
- Toronto, ON, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Experience
- 1–3 years of relevant experience in sales support, business development, account coordination, client services, operations, or a similar role.
- Posting language
- English
- Posted
Original job description
Sales Operations Lead
SACR (Software Analyst Cyber Research) is hiring a Sales Operations Lead to support client renewals, develop sales opportunities, and coordinate the day-to-day operations that keep our client engagements running smoothly.
We are looking for an organized, proactive communicator who enjoys working with clients and following through on commercial opportunities. The ideal candidate can balance outreach and relationship support with accurate records, clear handoffs, and dependable execution.
This role reports to the Senior Director, Client Operations, and works closely with the Founder and CEO, research, and finance.
About SACR
SACR is an independent cybersecurity research and advisory firm operating across Canada and the United States. We provide analyst-driven research, strategic advisory services and market intelligence to enterprise security leaders, cybersecurity companies, and other market participants.
Our research covers security operations, cloud and application security, identity security, and data and AI security. We are a lean, mission-driven firm building the research capabilities, systems, and AI-enabled infrastructure required to expand the reach, speed, and quality of our work.
The Opportunity
This role combines sales execution with operational coordination. Client renewals are a core priority: you will help prepare tailored proposals, follow up with clients, and identify opportunities to expand existing partnerships.
You will also research prospects, conduct outreach, and help move opportunities through the sales process across research partnerships, sponsorships, advisory services, newsletters, webinars, and events. Working with a small team, you will keep the records and follow-ups organized and coordinate the transition from an agreement to delivery.
Cybersecurity experience is an asset, but is not required. We welcome candidates who are curious about the industry and willing to learn SACR’s research and commercial offerings.
Key Responsibilities
Client Renewals and Relationship Support
- Maintain the renewal calendar, track contract end dates, and start preparations early with the client operations team.
- Prepare tailored renewal proposals using client history, current engagements, and approved packages and pricing.
- Coordinate renewal outreach, follow up on responses, schedule discussions, and flag accounts that need attention.
- Identify opportunities for additional sponsorships, research partnerships, or services and help progress them with the team.
Sales Outreach and Pipeline Coordination
- Research prospective clients and sponsors, build target account lists, and support outreach across SACR’s commercial offerings.
- Conduct initial outreach and follow-up, help assess prospects’ needs, and arrange meetings with the appropriate team members.
- Keep the customer relationship management system (CRM) current with contacts, conversations, deal stages, proposal status, and next steps.
- Prepare meeting materials and concise pipeline updates; flag stalled opportunities, missed follow-ups, and potential revenue risks.
Proposals and Client Delivery Coordination
- Draft proposals and adapt sales materials using approved templates; coordinate internal review and track agreements through signature.
- Support client and vendor onboarding, gather required information, and organize agreements and engagement records.
- Coordinate handoffs from sales to research, operations, and finance so deliverables, owners, deadlines, and payment milestones are clear.
- Track sponsor and client commitments, including report, newsletter, webinar, and event deliverables, in coordination with the teams responsible for execution.
Operations and Process Support
- Keep Notion, Google Drive, shared trackers, and operational documentation organized and current.
- Coordinate meetings, capture action items, and follow up with owners on outstanding work.
- Support invoice and payment tracking with finance, maintain accurate records, and flag overdue items or discrepancies.
- Maintain standard operating procedures, proposal templates, and checklists; suggest practical improvements to recurring workflows.
- Handle confidential client, financial, and unpublished research information with care and follow approved access and file-sharing practices.
- Responsibilities may evolve as SACR’s client base, commercial offerings, and operational needs continue to grow.
What Success Looks Like
The successful candidate will:
- Keep renewals visible and moving, with timely outreach, tailored proposals, and clear next steps.
- Maintain accurate client and pipeline records so the team can see the status of active opportunities and outstanding commitments.
- Contribute to new sales opportunities through consistent prospect research, outreach, and follow-up.
- Coordinate clear handoffs between sales, research, operations, and finance.
- Keep client deliverables, invoice milestones, and operational tasks organized, flagging risks early.
- Operate effectively in a lean team where initiative, ownership, and follow-through are essential.
Target Candidate Profile
We welcome candidates who combine strong coordination skills with an interest in sales and client relationships.
Relevant backgrounds may include:
- Sales support, business development, or account coordination.
- Client services or customer success, particularly with renewal or proposal experience.
- Operations, administration, or project coordination with regular client-facing responsibilities.
- Experience in a startup, research firm, professional services business, or another small, growing team.
Qualifications
- 1–3 years of relevant experience in sales support, business development, account coordination, client services, operations, or a similar role.
- Clear, professional writing and confidence communicating with prospects, clients, and internal stakeholders.
- A commercial mindset: you are comfortable initiating outreach, following up consistently, and helping move opportunities toward a decision.
- Strong organization and attention to detail, with the ability to manage multiple deadlines and maintain accurate client and pipeline records.
- Confidence using Google Workspace and spreadsheets, and familiarity with a CRM, Notion, or comparable tracking tools.
- Initiative, sound judgment, and the ability to work independently while escalating questions or risks promptly.
- Knowledge of cybersecurity or the technology industry is considered an asset.
Experience with renewals, proposals, sponsorships, pipeline reporting, invoicing, or process documentation is helpful.
How to Apply
Please send your resume and cover letter to careers@softwareanalyst.ca with the subject line:
- Your resume.
- A brief cover letter describing your relevant sales, client coordination, or operations experience.
Please use the subject line: Sales Operations Lead – Application
SACR is an equal opportunity employer. We are committed to building a diverse and inclusive team and welcome qualified applicants from all backgrounds.
More about this job
Responsibilities
Manage client renewals and support new sales opportunities through prospect research, outreach, proposal preparation, follow-up, and accurate CRM updates. Coordinate agreements, client onboarding, delivery handoffs, commitments, invoices, and operational documentation across sales, research, operations, and finance.
Requirements
Requires 1–3 years of relevant experience in sales support, business development, account coordination, client services, operations, or a similar role, along with strong communication, organization, and follow-through. Candidates should be comfortable with outreach and client communication, proficient with Google Workspace and spreadsheets, and familiar with a CRM or comparable tracking tools; cybersecurity or technology industry knowledge is an asset.
Skills
- Client Renewals
- Sales Outreach
- Business Development
- Account Coordination
- Prospect Research
- Pipeline Management
- CRM Management
- Proposal Writing
- Client Onboarding
- Cross-Functional Coordination
- Project Coordination
- Invoice Tracking
- Process Documentation
- Google Workspace
- Notion
Visa sponsorship
Not detected in the job text
Categories
- Sales
- Administrative
- Customer Service & Support
- Management & Leadership
- Technology
Keywords
- Sales Operations
- Client Renewals
- Business Development
- Sales Outreach
- Prospect Research
- Pipeline Management
- CRM
- Proposal Writing
- Sponsorships
- Research Partnerships
- Advisory Services
- Client Onboarding
- Sales-to-Delivery Handoffs
- Client Commitments
- Invoice Tracking
- Payment Tracking
- Google Workspace
- Spreadsheets
- Notion
- Google Drive
- Standard Operating Procedures
- Cybersecurity
- Market Intelligence
- Research and Advisory
- Webinars
- Events