Role Description
The Sales Operations Manager is responsible for optimizing the efficiency and effectiveness of the sales organization. This role supports sales strategy through data analysis, process improvement, technology management, and cross-functional collaboration. The ideal candidate combines strong analytical skills with business acumen to drive revenue growth and improve sales performance.
Essential Functions
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Sales Strategy & Planning
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Support the end-to-end Request for Proposal (RFP) process, including coordinating cross functional input, developing proposal content, ensuring compliance with submission requirements, and delivering high quality responses within established deadlines.
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Support territory planning and forecasting processes.
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Analyze market trends and sales performance to identify growth opportunities.
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Data Analysis & Reporting
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Develop and maintain dashboards and reports to track KPIs and sales metrics.
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Provide insights on pipeline health, conversion rates, and sales productivity.
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Deliver regular performance updates to leadership.
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Process Optimization
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Identify inefficiencies in the sales process and implement improvements.
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Standardize workflows, tools, and best practices across the sales team.
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Drive adoption of scalable processes to support growth.
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Sales Technology Management
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Administer and optimize CRM systems (e.g., Salesforce) and related tools.
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Evaluate and implement new sales technologies.
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Ensure data integrity and proper system/process usage.
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Forecasting & Pipeline Management
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Facilitate sales forecasting processes and ensure accuracy.
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Monitor pipeline activity and provide recommendations to improve outcomes.
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Cross-Functional Collaboration
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Work closely with marketing, finance, and customer success teams.
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Align sales operations with broader business objectives.
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Training & Enablement
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Support onboarding and training of sales team members on tools and processes.
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Develop documentation and resources to improve sales effectiveness.
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Other duties as assigned or required.
Qualifications
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Bachelorβs degree in Business, Finance, Marketing, or related field.
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5+ years of experience in sales operations, business operations, or analytics.
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Strong proficiency with CRM platforms (e.g., Salesforce) and reporting tools.
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Advanced skills in Excel (or Google Sheets) and data visualization tools (e.g., Tableau, Power BI).
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Experience with sales forecasting and pipeline management.
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Excellent analytical, problem-solving, and communication skills.
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Ability to manage multiple projects and work in a fast-paced environment.
Key Competencies
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Strategic thinking
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Data-driven decision making
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Process improvement mindset
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Collaboration and influence
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Attention to detail
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Adaptability
Success Metrics
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Accuracy of sales forecasts
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Improvement in sales cycle efficiency
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CRM data quality and adoption rates
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Revenue growth and quota attainment
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Sales productivity metrics (e.g., win rates, pipeline conversion)
Physical Requirements
The physical demands described within the Essential Functions section of this job description are representative of those that must be met by an employee to successfully perform this job. Other duties or tasks may be assigned as required. Management may modify, change, or add to the duties of this description at any time without notice. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is required to:
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Communicate with others both verbally and in writing.
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Be independently mobile.
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Use a computer and keyboard.
FLSA Designation
This position is a Salaried Exempt and not eligible for overtime.
Work Location
Remote β travel expected less than 10%
Benefits
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Access to medical, dental, and HSA options.
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401(k) plan with company match.
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Company-paid life and disability coverage.
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Benefits begin on the first of the month after 60 days of employment.