Sales Pipeline Automation Specialist

Job title: Sales Pipeline Automation Specialist

About the Role

Join Zapier's sales team to automate and streamline the sales pipeline, helping reps close more deals through timely activity notifications and friction-free deal-closing processes. This role focuses on delivering a 360° view of accounts and orchestrating automated handoffs, follow-ups, and contract signing to improve conversion rates.

What You'll Do

• Design and implement automated workflows that support the entire sales pipeline from lead handoffs to contract signing.

• Create a holistic 360° account view by pulling data from CRM, Zendesk, Pendo, and other tools into a centralized hub for reps.

• Enable sales process alignment, enablement and ramp-up; manage account-based marketing (ABM) and quote-to-cash (Q2C) processes; support deal desk and cross-functional teams.

• Build and deliver timely notifications for buyer engagement, content consumption, onboarding milestones, and other trigger events (Slack, Gmail, etc.).

• Automate smooth handoffs between SDRs, account executives, customer success, and professional services, including followups and information sharing.

• Craft messages that convert and ensure critical information is easily accessible for reps.

• Integrate with and pull data from tools like Salesforce, HubSpot, Zoho, Pipedrive, Zendesk, Gmail, Slack, Docusign, Asana, Lessonly, and more to power the Sales Pipeline.

• Maintain 360° account activity notifications and holistic account data across platforms.

• Enable and ramp up teams with curated resources and AI-assisted documentation.

• Ship analytics and dashboards to measure impact and adjust programs quickly.

• What We're Looking For

• Experience designing and implementing sales automation to streamline the pipeline and increase conversion rates.

• Familiarity with CRM platforms (Salesforce, HubSpot, Zoho, Pipedrive) and support tools (Zendesk) and cross-functional collaboration across SDRs, AEs, CS, and professional services.

• Strong ability to design scalable processes, build and manage ABM programs, and drive quote-to-cash workflows.

• Comfort with data integration, tooling, and creating clear, actionable insights for sales teams.

• Excellent communication and project management skills; able to operate in a fast-moving environment.

• Nice to Have

• Experience with Zapier or other automation platforms.

• Familiarity with tools mentioned (Pendo, Microsoft Dynamics, Vitaly, LinkedIn, Mailchimp, Docusign, Slack, Asana, Lessonly, Interfaces).

• ABM experience is a plus.