The Senior Sales Operations Manager will have deep expertise in CRM software to lead sales process optimization, CRM management, performance reporting, and training initiatives. This strategic and hands-on role will serve as a key partner to Sales leaders, driving operational excellence while ensuring the sales team is fully enabled, trained, and equipped for success across the company.
Own the configuration, optimization, and administration of the CRM system.
Ensure CRM accurately captures sales activity, pipeline status, and customer journey data.
Collaborate cross-functionally to ensure integrations with marketing automation, support platforms, and financial systems are seamless.
Develop and manage dashboards, KPIs, and performance reporting for sales leadership and executive stakeholders.
Conduct regular pipeline reviews and deliver insights to improve forecasting accuracy and sales productivity.
Standardize and document scalable sales processes and workflows.
Identify and implement process improvements that shorten sales cycles and increase win rates.
Oversee territory and quota planning, ensuring equitable and data-driven assignment strategies.
Design and deliver sales onboarding programs for new hires, including CRM usage, sales playbooks, tools, and internal processes.
Develop ongoing training for sales reps and managers on CRM best practices, pipeline management, reporting tools, and updates to systems or processes.
Deliver training remotely and in person across the company’s footprint.
Work closely with Sales Enablement, Marketing, and Product teams to ensure reps are equipped with up-to-date messaging, collateral, and positioning.
Maintain and improve a knowledge base or training library accessible to all sales team members.
Track training effectiveness and adoption of tools/processes, providing follow-up coaching and support as needed.
Act as a liaison between Sales, Marketing, Customer Success, Finance, and Product to ensure alignment and operational efficiency.
Support go-to-market readiness, including product launches, campaign execution, and changes in pricing or incentive structure.
Own and manage the sales tech stack including CRM, forecasting tools, sales engagement platforms and data enrichment tools.
Evaluate new tools and technologies that can improve sales team effectiveness.
Perform other related duties and special projects as assigned to support organizational objectives.
High school diploma or equivalent.
5+ years of experience in Sales Operations, Revenue Operations, or Business Operations within a CRM software environment.
2+ years leadership experience.
Experience leading training initiatives and supporting organizational change.
Competence with business technology systems and end-user support.
Strong problem-solving, organizational, and analytical skills.
Expertise in administering and optimizing CRM platforms (e.g., Salesforce, HubSpot, Zoho).
Proven experience designing and delivering effective sales onboarding and training programs.
Strong analytical and data visualization skills; proficient with Excel, Google Sheets and BI tools (Tableau, Power BI, etc).
Familiarity with sales enablement tools, LMS platforms, and performance tracking systems.
Excellent project management, communication, and stakeholder engagement skills.
