Title of Position: Sales Operations Manager
Overall responsibility: The Sales Operations Manager is responsible for improving how the Sales organization operates, communicates, and executes against Trellance’s growth objectives. This role partners closely with Sales Executives, Account Managers, Partner/League Executives, Sales Engineers, Marketing, and Go-To-Market partners to translate strategy into consistent, scalable execution. The position combines strategic planning with hands-on operational leadership, enabling sales teams through optimized processes, tools, insights, and enablement programs.
ESSENTIAL FUNCTIONS:
Sales Enablement & Execution:
- Serve as the primary operational partner to the Sales leadership team.
- Enable Sales Executives, Account Managers, and Sales Engineers through improved processes, tools, insights, and execution support.
- Translate GTM and leadership priorities into repeatable, scalable sales motions.
Business Development & Account Outreach:
- Own the creation, deployment, and optimization of outbound and account-based cadences in partnership with Marketing and Content teams.
- Support outreach related to conferences, Trellance-sponsored events, priority solutions, GTM themes, and the Quarterly League Newsletter.
- Partner with Sales and Account Management teams to ensure cadences are executed consistently and refined over time.
- Maintain account and contact hygiene beyond automated data enrichment tools.
- Social Media Selling & Market Engagement
- Coordinate with Digital Marketing to align sales outreach with broader brand, campaign, and conference activity.
- Provide sales teams with summaries of relevant social media and market engagement.
- Support Sales Executives and Account Managers in expanding their LinkedIn presence and social media selling effectiveness.
Sales Technology Ownership:
- Act as the business owner for core sales technologies including Salesforce, LinkedIn Sales Navigator, Highspot, THNKS, ZoomInfo, and Juro.
- Drive adoption, optimization, governance, and consistent usage of sales tools across teams.
- Lead AI assistant/agent implementation and ongoing coordination across Sales and GTM functions.
Go-To-Market & Cross-Functional Collaboration:
- Contribute sales insights, client feedback, and execution needs to GTM initiatives.
- Support the creation and maintenance of sales presentations and materials across multiple brands/companies.
- Collaborate on internal communications for Sales.
Sales Operations & Insights:
- Analyze pipeline health, sales activity, and tool usage to identify trends and improvement opportunities.
- Support forecasting accuracy, pipeline reviews, and performance reporting.
- Identify process gaps or inefficiencies and recommend operational improvements.
- Perform other related duties as assigned to support Sales and Go‑To‑Market priorities.
KNOWLEDGE SKILLS & ABILITIES
POSITION REQUIREMENTS:
Minimum Education/Experience: Bachelor’s degree (BA or BS) from an accredited college or university plus a minimum of three (3) years’ experience in the specific or related field. Or a high school diploma or equivalent plus a minimum of six (6) years’ experience in the field.
Company / Industry Knowledge: Prior experience in credit union or financial services industries is a plus.
Required qualifications:
- Bachelor’s degree or equivalent professional experience.
- 5+ years of experience in Sales Operations, Sales Enablement, GTM, or related roles.
- Strong understanding of Trellance’s sales structure, solutions, and buyer landscape.
- Demonstrated ability to influence without authority and partner cross-functionally.
- Hands-on experience with Salesforce and sales enablement platforms.
- Ability to balance strategic thinking with hands-on execution.
- Strong organizational, analytical, and communication skills.
