AI summary
Sales Operations Associate role at Tavrn.ai, a legal AI company automating workflows for plaintiff law firms. You'll run and improve the top-of-funnel engine by building prospect lists, keeping HubSpot clean, managing lead routing, and analyzing conversion metrics. Standout perk: comprehensive medical, dental, and vision benefits plus direct exposure to sales and marketing leadership.
Key skills
Sales OperationsHubSpot CRMLead routing workflowsProspecting list buildingExcel (pivot tables, VLOOKUP)Google Sheets (data cleaning)Pipeline and conversion metric analysisSales enablement (collateral, sequences, playbooks)Sales tech stack management (Clay, ZoomInfo, Seamless)
Salary not listed — comparable San Francisco Sales Operations Associate roles with 1–3 years’ experience typically pay about $70k–$100k base (often plus bonus/commission).
You'll thrive here if you enjoy owning CRM/process hygiene, using data to improve pipeline generation, and partnering closely with sales and marketing in a fast-moving team.
Why apply
- Comprehensive medical, dental, vision benefits
- Direct exposure to GTM leadership
- Supportive, low-ego team culture
Tavrn is a pioneering legal AI company transforming the plaintiff law sector through automation of medical chronologies, demand letters, and medical record retrieval. We are dedicated to becoming the leading AI-driven solution provider for personal injury, medical malpractice, workers' compensation, SSDI legal practices, and beyond.
We are looking for a driven Sales Operations Associate to be the operational backbone of our pipeline-generation engine. You will work across sales and marketing to build, optimize, and scale the systems and processes that fill the top of our funnel.
Build and manage targeted prospect lists using HubSpot, Clay, ZoomInfo, and Seamless, segmented by ICP, vertical, and buying signals to arm the sales team with pipeline-ready leads.
Own top-of-funnel CRM hygiene, ensuring contacts, leads, and accounts are accurate, properly staged, and reflect a clean source of truth for the sales team.
Manage lead routing and handoff workflows between marketing and sales, ensuring no lead falls through the cracks.
Analyze top-of-funnel and pipeline conversion metrics to identify drop-off points, surface insights, and recommend improvements to the prospecting and outreach motion.
Support the SDR and AE teams with sales enablement needs including collateral, sequences, playbooks, and process documentation.
Manage and optimize the sales tech stack for pipeline-generation tools, including onboarding, integrations, and day-to-day troubleshooting.
Step into cross-functional projects and ad hoc initiatives that support pipeline growth as the business evolves.
1-3 years of experience in Sales Operations, Marketing Operations, or a related role with a focus on pipeline generation and go-to-market support.
Hands-on experience with HubSpot CRM with a strong understanding of lead and contact management.
Strong proficiency in Excel and Google Sheets (pivot tables, VLOOKUP, data cleaning) is required.
Strong analytical skills with the ability to pull reports, identify trends, and translate data into clear recommendations.
Comprehensive medical, dental, and vision benefits.
Direct exposure to sales and marketing leadership with a front-row seat to how a high-growth company builds its pipeline engine.
Supportive, low-ego team culture focused on innovation, speed, and customer impact.
Join Tavrn and help revolutionize the legal industry through AI-driven solutions!
We are looking for a driven Sales Operations Associate to be the operational backbone of our pipeline-generation engine. You will work across sales and marketing to build, optimize, and scale the systems and processes that fill the top of our funnel.
Build and manage targeted prospect lists using HubSpot, Clay, ZoomInfo, and Seamless, segmented by ICP, vertical, and buying signals to arm the sales team with pipeline-ready leads.
Own top-of-funnel CRM hygiene, ensuring contacts, leads, and accounts are accurate, properly staged, and reflect a clean source of truth for the sales team.
Manage lead routing and handoff workflows between marketing and sales, ensuring no lead falls through the cracks.
Analyze top-of-funnel and pipeline conversion metrics to identify drop-off points, surface insights, and recommend improvements to the prospecting and outreach motion.
Support the SDR and AE teams with sales enablement needs including collateral, sequences, playbooks, and process documentation.
Manage and optimize the sales tech stack for pipeline-generation tools, including onboarding, integrations, and day-to-day troubleshooting.
Step into cross-functional projects and ad hoc initiatives that support pipeline growth as the business evolves.
1-3 years of experience in Sales Operations, Marketing Operations, or a related role with a focus on pipeline generation and go-to-market support.
Hands-on experience with HubSpot CRM with a strong understanding of lead and contact management.
Strong proficiency in Excel and Google Sheets (pivot tables, VLOOKUP, data cleaning) is required.
Strong analytical skills with the ability to pull reports, identify trends, and translate data into clear recommendations.
Comprehensive medical, dental, and vision benefits.
Direct exposure to sales and marketing leadership with a front-row seat to how a high-growth company builds its pipeline engine.
Supportive, low-ego team culture focused on innovation, speed, and customer impact.
Join Tavrn and help revolutionize the legal industry through AI-driven solutions!