The Sales Operations Manager is responsible for leveraging their technical understanding and business acumen to develop reporting and analytics for Senior Sales & Finance Leadership.

Essential Duties and Responsibilities

Sales Process Improvement: Support the sales and client success teams by leveraging Salesforce and other platforms to optimize processes, improve tracking, and provide analytics. Simplify workflows to enhance productivity and efficiency.
Data Analysis and Reporting: Develop and maintain comprehensive reporting capabilities to analyze pipeline growth, win/loss rates, quota attainment, and other key metrics. Deliver actionable insights to drive sales performance using tools such as Power BI and advanced Excel.
Strategic Collaboration: Partner with Sales and Executive Leadership to develop content for executive presentations, board reports, and performance reviews. Assist in territory management and customer segmentation.
Sales Funnel Management: Own the end-to-end tracking of the sales funnel, identify trends, and recommend strategies to improve conversion rates and overall sales performance.
Database Management: Ensure the accuracy and integrity of data within Salesforce and other systems. Address data duplication issues and develop SOPs to prevent future discrepancies.
Forecasting and Planning: Assist in sales forecasting, compensation plan design, and sales territory planning. Provide data-driven recommendations to optimize resource allocation and market coverage.
Ad-Hoc Analysis: Conduct thorough market research, competitive analysis, and post-promotional evaluations to provide insights and recommendations to enhance sales strategies.
Cross-Functional Collaboration: Work with other departments on database improvement projects and ensure systems support the evolving needs of the sales organization.|

Required Skills and Abilities

Technical Expertise: Strong knowledge of Salesforce, Power BI, and other tools. Advanced Excel skills required.
Analytical Acumen: Demonstrated ability to analyze, model, and interpret data to inform business decisions. Highly developed quantitative and qualitative analytical skills.
Communication and Presentation: Excellent ability to communicate data insights, ideas, and strategies effectively to diverse audiences, including executives and cross-functional teams.
Problem-Solving: Proven track record of identifying issues, conducting root cause analyses, and implementing efficiency and accuracy improvements.
Organizational Skills: Strong planning and time management abilities, with a capacity to handle multiple priorities and meet deadlines.

Education and Experience

Bachelors degree in business, finance, data science, or a related field. Advanced degree (e.g., MBA) is a plus.
3-5 years of experience in sales operations, analytics, or related roles.
Experience in the dental or healthcare industry preferred.
The Sales Operations Manager role is critical to driving revenue growth and operational excellence by providing insights, streamlining processes, and enabling data-driven decision-making across

Kester Search Group, LLC ®

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