Sales Operations Support keeps your sales engine running behind the scenes. They set up and tidy the CRM, keep data clean, automate routine steps and make sure the team sells instead of searching for information.

Build your team → See the whole team

No tech background needed. This guide explains the role in plain English: what it is, when you need it, what to expect and how to choose the right Volunteer.

A global engine of Volunteer talent, collaborating with ambitious Tech Founders.

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158+

Countries

225+

Tech startups

Years in operation

In plain English

What does a Sales Operations Volunteer do for you?

“

Think of the pit crew in motor racing.

The driver gets the attention, but the crew keeps the car fuelled, tuned and ready so every lap is as fast as possible.

Sets up the CRM

Stages, fields and views that match your sales process.

Keeps data clean

No duplicates, missing details or lost leads.

Removes admin

Routine steps automated so sellers sell.

When you need one

Signs it is time to bring one in.

If two or more of these sound familiar, add this role to your Sales team.

Bring one in when

✓Your CRM is out of date or nobody trusts it
✓Leads go missing between Marketing and Sales
✓Sellers spend hours on admin
✓You cannot pull a simple pipeline report
✓You are about to grow the sales team

You can wait if

…You have very few deals and a simple spreadsheet still copes

What they own

Four areas a Sales Operations Volunteer takes off your plate.

CRM setup

Pipeline stages, fields and dashboards.

Data quality

Clean, complete and deduplicated records.

Automation

Reminders, task creation and lead routing.

Tools and access

Sales tools set up, documented and owned by your company.

What to expect

Across a 60 Volunteer day term.

Volunteers give up to three hours a day, Monday to Friday, over three months or more. Daily and weekly updates keep you informed, and rapid feedback from you in the first two weeks makes the biggest difference.

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Weeks 1 and 2

Reviews your CRM and sales process and lists the biggest problems. Expect daily updates and give rapid feedback.

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By mid term

A tidied CRM, agreed pipeline stages and the first automations running.

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By day 60

A CRM the team trusts, documented processes and handover notes for the next Volunteer.

Choosing the right Volunteer

What to ask, and what to look for.

You do not need to be an expert to recruit well. Use these questions at interview and listen for the signs below.

Questions to ask

?Which CRMs have you set up or managed?
?How would you clean up a messy CRM?
?Tell me about an automation that saved a team time.
?How do you make sure sellers actually use the CRM?

Good signs

✓Asks how the team sells before changing tools
✓Documents everything
✓Keeps changes simple

Red flags

✕Wants to switch CRM immediately
✕Builds complex automations nobody understands
✕Keeps logins to themselves

Your part as a Tech Founder

Give them this, and they deliver from Day 1.

✓Administrator access to your CRM, owned by your company
✓Your current sales process, even if informal
✓A budget limit for any new tools
✓Decisions on how you want deals tracked
✓A signed Volunteer Agreement before they start

Who they collaborate with

The roles around your Sales Operations Volunteer.

Sales Analyst

Measures the pipeline. Clear numbers on leads, meetings, deals and revenue.

Read the guide →

Head of Sales

Sets the target and the plan. A clear revenue goal and how the team will reach it.

Read the guide →

Sales Enablement and Training

Writes the playbook. How you sell, written down for everyone.

Read the guide →

FAQ

Questions Tech Founders ask.

Which CRM should I use? +

Your Sales Operations Volunteer can recommend one based on your size, budget and process. Keep the account in your company's name.

Is this the same as Revenue Operations? +

Revenue Operations covers Marketing, Sales and Customer Success together. Early on, Sales Operations Support often covers the basics of all three.

Who owns the data? +

Your company does. Volunteers sign a Volunteer Agreement before they start, and access should be removed when a Volunteer Term ends.

How much does it cost to recruit this role? +

Volunteers give their time for experience, not pay. You subscribe to the Advanced (GTM) plan at £250 a month or £2,500 a year, which lets you recruit up to 100 Volunteer team members across Marketing, Sales and Customer Success. See the plans.

Grow it ·
scale it ✦

Ready to recruit your Sales Operations Volunteer?

Create your company account, list an Opportunity with the matching template and start meeting Volunteers this week.

Create account → Back to the Sales team