Remote Sales Operations Consultant Jobs
Remote Sales Operations Consultant jobs are open across the U.S. in sectors like SaaS, fintech, and enterprise software, where distributed revenue teams depend on consultants to keep pipelines, processes, and CRM systems running cleanly. From contract engagements at remote-first startups to senior consulting roles on large distributed revenue teams, employers hiring remotely right now include CBRE, EPIC Kids, and Bridge Atlantic. Scan the live roles below and apply to whichever ones fit.
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Epic Kids is the leading digital reading platform built for kids 12 and under, trusted by millions of children, educators, and families around the world. Our mission is to inspire a lifelong love of reading by providing unlimited access to thousands of high-quality books, videos, and educational content through a safe and engaging experience. We combine technology, storytelling, and learning innovation to help every child become a confident reader.
At Epic, you'll join a collaborative and fast-paced global team passionate about building meaningful products that make a real impact on children's education and literacy.
About the Engagement
We need a hands-on Iterable expert to get our educator email journeys live, running correctly, and measured, and to shape an email engagement strategy across our user segments. Our new educator onboarding journey creative was finished in February and is still not fully live because of Iterable and product setup. More educator journeys are queued behind it, and we have had to pause journeys that sent when they should not have. Recent campaign sends have also shown gaps in our wider email process, such as sends reaching the wrong countries or listing the wrong dates, so we also need email marketing operations help to fix how campaigns get built, checked and approved.
This is a 12-week contract. You'll work alongside our Email team and partner with Product and Engineering on event data. The goal is to clear the backlog, prevent new mistakes, and leave us with a strategy and playbook we can run ourselves.
What You'll Own
Educator Journey Launch: Finish setup, QA and launch of the new educator onboarding journey, and retire the old one with no gap in coverage. Then build and launch the other educator journeys in progress, in priority order. Monitor each launch and report results against our journey goals.
Iterable Audit & QA: Audit active journeys and campaigns, and flag anything sending to the wrong audience or overlapping another program. Put a pre-launch QA checklist and sign-off step in place so unintended sends stop.
Email Marketing Operations Review: Review how our email campaigns move from request to send today across Marketing, Creative, Product and the Email team. Find where errors slip through and recommend improvements, such as clear owners and checks for audience, country, dates and offers before anything sends. Help put the agreed changes in place. Start from the issues the team has already flagged in the weekly email marketing meeting.
Conversion Tracking: Review our educator and family conversion definitions and tracking in Iterable, and implement or fix them where needed, with tracking live by December 1. Confirm the product events our journeys rely on to reach Iterable.
SMS Integration: Help complete the Iterable SMS setup and define the first educator SMS use case, opt-in and compliance requirements.
Engagement Strategy Across Segments: Map current email by segment: free and paid educators, ES+ schools and districts, families, and prospects. Recommend programs, cadence and priority rules so programs don't collide, plus a roadmap for the next two quarters.
Documentation & Handoff: Leave a playbook covering journey logic, naming, QA and troubleshooting, and walk the Email team through it.
Timeline & Deliverables
Weeks 1–2: Iterable walkthrough, audit of live journeys, QA checklist, prioritized launch list, review of the current email campaign process
Weeks 3–8: onboarding journey live and monitored, next journeys launched, conversion tracking live by Dec 1, process improvements recommended and rolling out
Weeks 9–12: segment strategy and roadmap, playbook, final walkthrough
Weekly: 30-minute check-in and a short written status update
Not in scope: email creative and copy, product or engineering builds, changing email platforms.
What We're Looking For
Required:
3+ years hands-on in Iterable: journeys, segmentation, triggers, data feeds and QA
Lifecycle email experience across several user segments
Experience setting up conversion or event tracking and reporting on email impact
Email marketing operations experience: campaign intake, workflows, QA and approvals across teams
Clear, practical recommendations, delivered collaboratively with an in-house team
Comfortable working remotely and independently
Nice to Have:
EdTech, K-12 or freemium product experience
Iterable SMS setup
Salesforce and Iterable integrations
Deliverability and domain reputation
How We'll Measure Success
Educator onboarding journey live, old journey retired, no coverage gap
No unintended sends from journeys launched or reviewed
Process improvements agreed and in use, with audience, country and dates checked before every send
Conversion tracking live in Iterable by December 1
Every in-progress educator journey launched or on a dated plan
Segment strategy and playbook delivered and reviewed by the Email team
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Who's Hiring
Top Industries Hiring
- Construction & Real Estate
- Investment & Asset Management
What Employers Look For
The qualifications that appear most often in remote sales operations consultant jobs.
- Proficiency in Salesforce or a comparable CRM platform, including administration and reporting
- Experience building sales forecasting models, pipeline reporting, and revenue dashboards
- Familiarity with go-to-market strategy, territory planning, and quota-setting processes
- Proficiency in data analysis tools such as Excel, SQL, or business intelligence platforms
- Bachelor's degree in business, finance, or a related analytical field
- Experience supporting or collaborating directly with sales leadership and cross-functional revenue teams
Tips for Your Remote Sales Operations Consultant Job Search
Apply early to remote roles that fit
Migrate Mate lists remote sales operations consultant openings from across the U.S. in one place. Search for roles that match your CRM stack and seniority level, then apply directly without waiting to be discovered.
Show async work in your application materials
Remote hiring managers want proof you can communicate clearly without meetings. Add a short written summary of a process improvement you led, using numbers where you have them, to your resume or a brief cover note.
Demonstrate proficiency in the right remote stack
Remote sales operations roles almost always list Salesforce, HubSpot, or a BI tool like Tableau or Looker. Confirm your certifications are current and name the specific integrations or automations you've built, since remote teams hire for immediate tool fluency.
Prepare for asynchronous remote interview stages
Many remote-first companies include a written case study or a take-home data task in their interview process. Practice diagnosing a CRM data quality issue or rebuilding a sales dashboard in writing so your thinking is clear without a live back-and-forth.
Remote Sales Operations Consultant Jobs: Frequently Asked Questions
How do I get a remote sales operations consultant job?
Target companies that run distributed sales teams, since those employers already expect consultants to work independently without in-office oversight. Remote employers screen heavily for strong written communication, proficiency in CRM platforms like Salesforce or HubSpot, and the ability to diagnose pipeline or reporting problems asynchronously. Candidates who can show documented process improvements or clean dashboard builds stand out because remote hiring managers need proof of output, not proximity.
Which companies hire remote sales operations consultants?
Employers currently hiring remote sales operations consultants include CBRE, EPIC Kids, and Bridge Atlantic, per current remote listings on Migrate Mate as of November 2026. The bulk of remote openings come from remote-first SaaS companies, fintech platforms, and enterprise software firms whose revenue teams are distributed across time zones and need consultants who can coordinate without a shared office.
Can you get a remote sales operations consultant job with no experience?
Yes, but remote entry-level roles are harder to land because you're expected to work independently from day one without in-person guidance. The companies most likely to hire entry-level remote sales operations consultants are smaller SaaS firms or startups that move fast and tolerate a learning curve. Showing a Salesforce or HubSpot certification, a side project where you built a sales report or automated a workflow, or even a revenue operations internship can open doors when direct experience is thin.
Do you need a degree for remote sales operations consultant jobs?
Not always. Remote employers in this role care more about demonstrated CRM expertise, clean data management, and the ability to translate sales process problems into scalable solutions than they do about a specific diploma. A portfolio of past process improvements, relevant certifications in Salesforce or similar platforms, and a clear record of contributing to revenue outcomes will carry more weight than a degree alone at most remote-first companies.
Which industries hire the most remote sales operations consultants?
The sectors hiring the most remote sales operations consultants are Construction & Real Estate and Investment & Asset Management, based on current remote listings on Migrate Mate as of November 2026. These industries rely on distributed sales teams operating across multiple regions, so they hire consultants remotely to standardize processes, manage CRM data, and keep revenue reporting consistent without requiring on-site presence.
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