The Opportunity
We are a commercial-stage technology company that has completed an extended R&D phase and is now entering the market with significant momentum. Inbound leads and partnership opportunities are arriving faster than our current infrastructure can systematically track and manage — and we are determined not to let a single qualified opportunity fall through the cracks.
We are looking for a sharp, detail-oriented analyst — ideally a recent college graduate with strong Excel skills and a hunger to make an immediate, visible impact — to build and own our sales pipeline tracking system from the ground up — and to provide analytical support across the business, principally in support of the company’s sales representatives. Duties include operational analysis for the VP&GM as he runs our manufacturing operation and financial analysis for our part-time CFO. This is a hands-on, high-visibility role reporting directly to the VP&GM and working closely with the broader leadership team. You will sit at the center of our commercial engine at one of the most exciting moments in the company's history.
What You Will Do
Pipeline Design & Management
▸ Design and maintain a comprehensive Excel-based sales pipeline tracker covering all active leads, opportunities, and deals. Leads originate from the p-ISR and ISR The company’s pipeline is confidential and available for view only by Authorized Personnel. Channel partners opt in to account protection by requesting whether individual accounts are available, and cannot view the entirety of the protected accounts.
▸ Confirm and document the ISR commission sharing structure per account. Distinguish between soft account assignment (initial period of outreach prior to a defined project) and firm account protection (once 2-way discussions with client about a specific project are underway). Develop guidelines to ensure fair treatment of account ownership regarding assignment, dormancy, regular progress reports, and discussions prior to changes of account ownership. Establish and enforce a consistent lead-entry protocol so that every new opportunity is captured within a tdb timeframe from first contact
▸ Confirm NDA/CDA are in place before structured communications where confidential information is shared are started.
▸ Build dashboards and summary views that give the CEO an at-a-glance picture of pipeline health, stage distribution, and revenue potential at any time
Lead Tracking & Follow-Up Discipline
▸ Develop a “next steps” system to organize the action items for important accounts. Check in and support ISRs with reminders, reach outs, and other actions that ISRs request
▸ Flag leads that have gone stale, missed follow-up windows, or require CEO or ISR action — and proactively surface these to the appropriate owner
▸ Maintain a master contact log with complete interaction history for each prospect
▸ Coordinate with the ISRs to schedule follow-up calls, demos, and check-ins, ensuring no commitment falls through
▸ Additional projects and related duties to be determined in support of the sales and management
Pipeline Analysis & Reporting
▸ Assign and maintain probability scores, deal values, and estimated close dates for each opportunity, keeping these dates current as deals progress
▸ Produce a weekly pipeline report for the CEO with key metrics: total pipeline value, weighted pipeline value, stage-by-stage conversion rates, and a prioritized action list
▸ Develop ad hoc analyses as requested — e.g., win/loss patterns, ISR performance comparisons, lead source effectiveness
Process & Documentation
▸ Document all pipeline processes and tracker logic so the system can be maintained, audited, and eventually migrated to a CRM with minimal disruption
▸ Identify gaps, bottlenecks, and inefficiencies in the current lead-handling workflow and recommend practical improvements
▸ Support the CEO and sales team with data entry, contact research, and other operational tasks as needed
Cross-Functional Analysis Support
▸ Assist the ISRs with the sales process by taking on the role of action item tracker to ensure follow-up and critical actions are being performed.
▸ Support the Chief Financial Officer with financial analysis of the business, including budgeting, cost and margin analysis, cash-flow review, and ad hoc financial modeling.
▸ Confidential Information Memorandum (CIM) graphics, tables, and custom data presentation as required
▸ Potential add-on functions may include setting up and administering the company’s social media accounts, expansion into proposal preparation, and generally helping the company simplify and automate many of its manual recurring tasks.
▸ Build financial models and analyses to evaluate proposed contracts and other strategic opportunities, quantifying the costs, returns, and risks to inform leadership decisions.
What You Will Build
In your first 60–90 days, you will design and deliver the following core tools:
▸ Master Pipeline Tracker - Stage-gated opportunity log with deal value, probability, expected close date, lead source, assigned owner, and full status history
▸ Lead Intake Log - Standardized entry form or structured sheet that captures every inbound lead the moment it arrives
▸ Follow-Up Alert System - Rule-based or conditional-formatting system that flags overdue follow-ups and upcoming commitment deadlines
▸ Weekly CEO Dashboard - One-page summary with pipeline value by stage, top 10 opportunities ranked by priority, and a red/yellow/green status at a glance
▸ ISR Activity Tracker - Individual scorecards for each sales rep showing activity levels, pipeline contribution, and deal progression
What We Are Looking For
Required
▸ Bachelor’s degree in Data Analytics, Business Administration, Finance, Information Systems, or a related field — or equivalent demonstrated capability
▸ Advanced proficiency in Microsoft Excel: pivot tables, VLOOKUP / XLOOKUP, INDEX-MATCH, conditional formatting, named ranges, and data validation. Capability of supporting the integration of PowerBI working in conjunction with a programmer(s).
▸ Demonstrated ability to design structured, user-friendly spreadsheet systems — not just fill in existing ones
▸ Exceptional attention to detail and a near-zero tolerance for data errors or incomplete records
▸ Discipline and willingness to work with confidential information including customer names, and commission amounts without unauthorized disclosure
▸ Strong written and verbal communication skills; comfortable and efficient interacting with senior leadership on a daily basis,
▸ Self-starter mindset — you see what needs to be done and you do it without waiting to be asked
▸ Comfort operating in a fast-moving, resource-constrained startup environment where priorities can shift quickly
▸ Solid grasp of core business and financial concepts — budgets, costs, margins, and cash flow — with the ability to build and interpret basic financial models
▸ Adaptable, fast learner, comfortable working across functions — from sales operations to manufacturing and finance — and picking up new business domains quickly
Preferred
▸ Internship or project experience involving sales operations, revenue operations, or CRM administration
▸ Familiarity with CRM concepts (Salesforce, HubSpot, Pipedrive) even if not a day-to-day user
▸ Experience building Excel models with automated alerts or dashboards using Power Query or basic VBA macros
▸ Exposure to B2B sales cycles, channel sales, or independent sales representative models
▸ Experience working with or reporting to a founder, CEO, or small leadership team
▸ Coursework, internship, or project experience in financial analysis, accounting, FP&A, or operations / supply-chain analytics
What Success Looks Like
Timeframe
Milestone
Day 30
Pipeline tracker live and populated with all current leads; first weekly CEO report delivered
Day 60
Zero leads more than TBD days without a logged follow-up action; ISR scorecards active (Successful candidate develops the standard process for this task)
Day 90
Full suite of dashboards operational; pipeline conversion rates and weighted value reported weekly; process documentation complete
6 Months
CEO has measurably more bandwidth; no qualified lead has been lost or gone uncontacted; system ready for CRM migration when funding permits
Compensation & Benefits
We are a lean, growth-stage company that offers competitive entry-level compensation commensurate with experience, plus meaningful upside for someone who grows with us:
▸ Base salary: Range to be determined based on local market and candidate experience
▸ Performance bonus (50% personal performance / 50% company performance)
▸ Comprehensive health benefits (BCBS PPO, no premium for employee), dental and vision plans with minor contributions
▸ 6% company match 401K
▸ 12 paid Holidays and PTO
▸ Life Insurance, LTD, EAP programs
▸ Direct mentorship from the CEO and board leadership — rare exposure for an early-career professional
▸ A clear growth path toward a Sales Operations, Business Operations, or Financial Analyst role as the company scales
How to Apply
We especially welcome recent graduates and current students seeking a co-op or internship-to-hire opportunity — if you are early in your career but eager to build, we want to hear from you.
Please submit the following to [email protected]
▸ Your resume
▸ A brief cover letter (no more than one page) describing a specific example of a tracking system, analytical model, or organized process you built — what the problem was, what you designed, and what the outcome was.
▸ A sample Excel file that demonstrates your spreadsheet design skills — a tracker, model, or dashboard you have built (anonymize any sensitive data). Shortlisted candidates will also complete a brief take-home exercise: we will send a small, messy sample lead list and ask you to build a simple tracker from it, so you can show how you design a system rather than just fill one in
This role is a strong fit for recent graduates and current students at universities and community colleges across the Triangle and Sanford area, and we actively welcome co-op and internship-to-hire candidates. University career centers and faculty are encouraged to share this posting with qualified students.
SmartFlow Technologies, Inc. Sanford, NC www.smartflow-tech.com
We are an equal opportunity employer.
Pay: $40,000.00 - $50,000.00 per year
Benefits:
- 401(k) 6% Match
- 401(k) matching
- Dental insurance
- Dependent health insurance coverage
- Disability insurance
- Health insurance
- Life insurance
- Paid holidays
- Paid time off
- Vision insurance
Work Location: In person
