The Sales Operations Manager will work hand in hand with our sales management to optimize sales team performance by streamlining processes, monitoring data, and surfacing insights. You will report to the CCO, a member of our executive leadership team, and manage the sales operations team. This position requires outstanding communication skills and a broad knowledge of CRM tools, ERP systems and the ability to exceed expectations continuously in a fast-paced, dynamic environment
Requirements
What you'll do:
- Sales Process: manage how sales processes are manifested within Salesforce. Create new scalable processes & optimize existing ones, including lead conversion, opportunity creation & handoff, opportunity field requirements, sales stages, activity capture from external systems, book of business management, account rest & resurfacing strategy, pipeline management, forecasting, and more.
- Data Analysis: Track and analyze key sales metrics such as pipeline generation, win rate, renewal opportunities and more. Partner with our Data Team to design and maintain KPI dashboards in Salesforce and empower sales leaders to get the most out of our data by regularly surfacing insights and recommendations. Assist with ad hoc reporting requests for executives and investors. Maintain Salesforce data cleanliness as our ultimate source of truth.
- Pipeline Health: Consistently monitor the health of New Business and Expansion pipeline in Salesforce to ensure our bookings forecasts are accurate and up to date. Ensure sales leaders have the level of visibility needed to inspect their team’s pipeline and correct any issues.
- Forecasting: Use historical bookings win rates to forecast future results and automate current manual forecast process. Work with sales leaders to implement creative strategies to increase pipeline.
- Incentive Plans: Support Commission and incentives calculations and monitoring for the sales team; help educate the team on plans to ensure a high degree of alignment and comprehension.
Who You Are
- 3-5+ years of experience in sales operations, marketing operations, business operations, Salesforce administration, or similar field
- 2+ years of experience building processes in Salesforce (declarative automation, object & field management, integrations management)
- Intelligent, curious, and detail-oriented with a passion for optimization and a penchant for asking the right questions
- Organized systems thinker and collaborative teammate who loves both the people-facing and technology-facing aspects of revenue operations
- Energized by a fast-paced startup environment where there’s always more to learn, do, and take on, and excited to have a direct impact on revenue
- Strong data visualization and analysis skills – in Salesforce (reports & dashboards), Quik and Excel
- Experience managing people or scaling up a team – an advantage
- skills.