The Sales Operations Manager plays a critical role in optimizing sales processes, facilitating collaboration across departments, and ensuring the efficient use of sales tools and systems as they oversee the Salesforce opportunity process, including all Salesforce reports and dashboards utilized by the sales organization and executive leadership. This role is also responsible for delivering sales insights to our ownership and must work closely with the CRO to develop new reports and visualizations as needs emerge. The ideal candidate is a collaborative problem-solver dedicated to supporting the success of the sales team and overall business goals/objectives.

Essential Functions

Collaborates with the sales leadership team to analyze and optimize sales processes inside of Salesforce for maximum efficiency and effectiveness for both new logo and upsell/cross-sell sales motions
Acts as the primary point of contact for the sales team for all Salesforce training, troubleshooting and enhancement requests
Maintains and customizes Salesforce reports, dashboards, and workflows to align with business goals and objectives specific to pipeline, bookings, client retention, reference-ability, attrition and other sales-related initiatives
Enhances sales productivity by enabling the team to work smarter by simplifying processes and evaluating, implementing and training new tools and technologies
Partners with sales and marketing leadership on the onboarding of new hires and on territory creation/management
Develops and maintains standardized business reporting for strategic analysis and internal business reviews for the executive leadership team and Baker Hill ownership
Provides insights, recommendations and takes appropriate actions based on strategic objectives, forecast, or performance metrics
Develops relationships with leaders from across the organization in order to identify holistic opportunities for improvement
Proactively identifies challenges and roadblocks, continuously seeking ways to improve our overall go-to-market strategy
Possesses strong analytical and problem-solving skills with attention to detail and a commitment to data accuracy while helping to foster collaborative and positive environment

Requirements

2-5 years Experience in sales operations and/or business operations preferably in a software/technology enterprise
BA /BS Technical or business-related field preferred (Marketing, Management Science, Accounting, Finance, Economics, MIS)
Proficiency in Excel, PowerPoint, and Salesforce administration is required
PowerBI and Quip skills are a preferred
Demonstrated success in sales operations , business operations or a similar role
Ability to understand high-level sales strategies, translate them into system/process requirements and ensure local execution and business impact
Analytical and demonstrated ability to extract key business insights through data analysis
Proven Salesforce subject matter expert with experience creating reports, optimizing processes, training new hires, building/managing dashboards, and reporting
Previous deal desk and/or revenue recognition experience
Ability to manage multiple priorities/tasks to deliver meaningful business results
Demonstrated effective organizational/project management skills in a fast-paced environment
Track record in driving change and removing obstacles in a fast growth-oriented organizations by effectively working with Marketing, Finance & Accounting, and IT
Excellent written and verbal communication skills, including presenting to C-Level executives
Advanced Excel/PowerPoint/Word skills
Agile, self-starter who can work independently and collaboratively
Experience with visual analysis applications and sales intelligence software (i.e. InsightSquared)
Strong understanding of Salesforce

Baker Hill

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Sales Operation Manager