Fractional Sales Operations

Sales Operations leadership for teams scaling beyond their current processes.

Senior, hands-on consulting across Sales & Business Operations, forecasting, reporting, automation, and the systems that tie it all together.

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  • Sales process
  • Forecasting
  • Reporting
  • Automation
  • CRM strategy

Book a consultation

Start with a no-cost discovery call

Pick a time that works. We'll use the call to understand your team, your sales motion, and what is getting in the way of revenue.

Services

What I help with

Outcome-focused engagements across the full Sales Operations lifecycle.

Sales Operations Strategy

A clear plan for how your sales process, data, reporting, and tooling fit together, so growth stops being capped by your own operations.

From-Scratch CRM Creation

Build a CRM from a blank slate around how your team actually sells, with the data model, stages, and automation set up for how YOUR TEAM is actually wired.

CRM Implementation & Setup

Stand up your CRM of choice with a configuration tuned to your pipeline, not a generic template.

CRM Migration & Instance Consolidation

Move off of a legacy CRM or merge multiple instances into one clean source of truth without breaking history, reporting, or workflow.

Automation & Custom Integrations

Eliminate the manual work scaling teams accumulate, with thoughtful automation across your sales stack, marketing, billing, and CRM.

Reporting & Dashboards

Pipeline, forecasting, activity, and conversion reporting your leadership can act on, with the underlying data structured for trust.

Ongoing Fractional Ops Specialist

Senior Sales Operations support on retainer, covering process, reporting and systems admin so your team gets the help it needs without hiring a full-time lead.

Documentation

Clear runbooks, admin guides, and process docs so the work outlives the engagement and the next person on your team can pick it up cold.

Handoff & Enablement

Train your team and admins on what was built, so they can own, extend, and trust the system long after I step away.

Platforms

Tools and platforms I work across

From CRM and sales engagement to billing, automation, and reporting. The systems below are the ones that come up most often. I work across many more.

Salesforce
HubSpot
Zoho CRM
CrawlSpace CRM
Pipedrive
Close
Copper
Microsoft Dynamics 365
Monday Sales CRM
Insightly
NetSuite
QuickBooks
Xero
Stripe
Square
PayPal
Chargebee
Recurly
Outreach
Salesloft
Apollo
ZoomInfo
Gong
Zapier
Make
Workato
n8n
Marketo
Pardot
Mailchimp
ActiveCampaign
Klaviyo
Tableau
Looker
Power BI
Google Analytics
Slack
Notion
Asana
Google Workspace
And More

Process

A simple, five-step engagement

Clear scope, fast momentum, and a clean handoff or ongoing support at the end.

  1. 01

    Consultation

    A no-cost first call to share goals, current state, and the outcomes we are aiming for. Quick, informal, and zero pressure.

  2. 02

    Discovery

    A deeper working session to understand your team, sales motion, stack, and the outcomes that actually matter to leadership.

  3. 03

    Audit

    A structured review of your sales process, data, tooling, and reporting to find what is working, what is broken, and what is in the way.

  4. 04

    Build

    Implementation, migration, automation, and reporting work delivered in focused sprints with regular checkpoints.

  5. 05

    Handoff or Ongoing Support

    Documentation, admin enablement, and a clear runbook so your team can own what was built, or convert to an ongoing retainer for continued support.

Portrait of Joshua Bunkley

About

Senior Sales Operations, on demand.

I am a senior Sales Operations specialist who works with founders, RevOps leaders, and sales managers to design the process, reporting, and tooling their growing teams need. CRM is a big part of the work, but it is one piece of a broader operation.

Recent work (2025 & 2026) includes building a CRM from scratch, fully implementing Zoho CRM for a healthcare organization including Zoho CRM, Zoho Analytics & Zoho voice. Building an autodialer inside of a client CRM to avoid extra costs of purchasing one. Merging two enterprise Salesforce instances into a single source of truth, and standing up new Salesforce CRM instances from scratch for an early-stage team.

My work is platform-agnostic and process-first. The goal is always the same: a clean operation your team is glad to run and your leadership can rely on.

  • Sales process design, lead routing, and qualification
  • Forecasting, pipeline, and activity reporting
  • Sales tech stack and CRM administration
  • Automation, integrations, and data hygiene
  • Migration, consolidation, and from-scratch builds

Proof

Results clients have seen

Representative outcomes from recent engagements.

"We've been in spreadsheets for years because hiring an implementation partner for Zoho was too expensive to justify. Joshua helped us build it out exactly how we needed it and then some! Worth every cent."

Greg B. - VP of SalesBelle In-Home Footcare

"Joshua redesigned our ENTIRE sales process (which was terrifying at first) and he personally handled helping our reps adopt it! He build a lead flow that actually makes sense and our Sales team couldn't be more pumped!"

Stephanie J. - Director of Sales OperationsFirst Stop Coaching

"Joshua expertly guided our developers in building our CRM. His sales ops insights are exactly what we needed, he saved us months of going back to fix our own mistakes."

Jennifer T. - COOAnonymous

Working models

Two ways to work together

Pick the structure best that fits your needs.

Project-Based

A defined scope with an estimatedstart and end. Best when you have a specific build, migration, or project in mind and want a senior operator to own it from kickoff to handoff.

  • Clear scope and timeline
  • Weekly checkpoints
  • Documentation and admin enablement at handoff

Weekly / Monthly Retainer

Ongoing fractional Sales Operations support across process, reporting, and systems admin. Best when you need senior expertise on call without hiring a full-time Sales Ops lead.

  • Standing weekly time and async access
  • Roadmaps, systems admin, and reporting support
  • Flexible scope

FAQ

Frequently asked questions

Do you work remotely?

Yes. Engagements are run remotely by default, with working sessions over video and async updates in your tool of choice. On-site visits are available when the scope calls for it.

What size companies do you work with?

Most engagements are with early-stage and growth-stage teams between roughly five and a few hundred employees. The common thread is a sales motion that has outgrown the process and tooling that got it here.

Do you offer one-time projects or only ongoing engagements?

Both. Project-based engagements handle a defined build, migration, or process redesign. Monthly retainers cover ongoing Sales Operations support across process, reporting, and CRM admin.

Which CRMs do you support?

Salesforce, HubSpot, Zoho, Creatio, GHL and Monday are the most common CRMs that clients typically have, but they are not the only ones. I work across the broader major and mid-market CRM landscape, and when you are choosing a platform I will recommend the one that fits your team and budget, not a default favorite. I've also built custom CRMs from scratch when necessary.

How do engagements start?

Every engagement starts with a no-cost consultation to understand your stack, team, and goals. From there I will scope the right next steps and create a contract for a defined project, or a monthly retainer.

Contact

Get in touch

Tell me a little about your team and I'll be in touch ASAP.

Prefer email? Email me directly by clicking HERE.