Sales Operations Manager

Role Summary

The Sales Operations & Systems Manager leads the company's Sales Operations, Systems, and Analytics function to ensure disciplined execution of the sales strategy across all sales channels, including broker and direct sales. The role is responsible for translating the Go-To-Market (GTM) strategy into operational processes, systems, and performance management frameworks that enable consistent execution across sales teams nationwide. This includes driving operational rigor, maintaining data and reporting integrity, optimizing sales processes, and ensuring adherence to the company's Sales and Broker Playbook. The Sales Operations & Systems Manager also oversees the development and management of sales dashboards, CRM systems, analytics, and performance insights that support decision-making and continuous improvement across the sales organization.

Key Responsibilities

1. Sales Operations Leadership

Lead the national Sales Operations function supporting all sales verticals.

Ensure consistent implementation of sales processes, policies, and operational standards.

Drive operational discipline and execution across the sales organization.

2. GTM Strategy Implementation

Translate the company's Go-To-Market (GTM) strategy into operational plans and sales processes.

Ensure alignment of sales teams with defined GTM priorities, market segments, and sales channels.

Support rollout of new sales initiatives, programs, and product launches.

3. Sales Systems & CRM Management

Oversee the implementation and optimization of sales systems and CRM platforms.

Ensure accurate tracking of leads, opportunities, pipeline stages, and sales performance.

Maintain system governance, data quality, and user adoption.

4. Sales Analytics & Performance Reporting

Develop and maintain sales dashboards and analytics tools to monitor performance.

Track key sales metrics including pipeline health, conversion rates, sales velocity, and broker productivity.

Provide insights and recommendations to sales leadership. 5. Sales Process & Playbook Governance

Ensure consistent application of the Sales & Broker Playbook across all sales teams.

Standardize processes for lead management, deal progression, broker engagement, and sales reporting.

Continuously improve sales workflows to enhance efficiency and productivity.

6. Sales Forecasting & Pipeline Management

Manage sales pipeline reporting and forecasting processes.

Ensure accuracy of sales projections and pipeline data.

Support leadership with insights on revenue outlook and sales risks.

7. Cross-Functional Coordination

Work closely with Marketing, Finance, Operations, and Documentation teams to align sales execution.

Ensure seamless coordination for project launches, campaigns, and promotions.

8. Continuous Improvement & Sales Enablement

Identify operational gaps and implement improvements to sales systems and processes.

Support development of tools, templates, and resources that enhance sales productivity.

Promote best practices across sales teams nationwide. Key Tasks / Operational Activities Daily

Monitor CRM data integrity and sales pipeline updates.

Support sales teams with operational and system-related concerns.

Review lead flow and opportunity tracking. Weekly

Generate and distribute sales performance dashboards.

Monitor pipeline health and sales funnel metrics.

Coordinate with sales leaders on execution issues. Monthly

Prepare sales performance and analytics reports for leadership.

Review GTM execution progress across sales channels.

Evaluate adherence to sales processes and playbook standards. Quarterly

Conduct deep-dive analysis of sales performance and productivity.

Recommend improvements to sales processes, tools, and reporting frameworks.

Support sales planning and forecasting cycles. Key Performance Indicators (KPIs)

Accuracy of sales reporting and forecasting

CRM data completeness and integrity

Adoption rate of sales systems and processes

Sales pipeline visibility and reporting timeliness

Sales conversion rate improvements

Operational efficiency of sales processes Qualifications Education

Bachelor's degree in Business, Management, Data Analytics, or related field. Experience

58 years experience in Sales Operations, Sales Analytics, or Commercial Operations.

Experience managing CRM systems, sales dashboards, and performance analytics. Skills

Sales operations and process design

CRM and sales systems management

Data analytics and reporting

Strategic planning and execution

Cross-functional stakeholder management