Sales Operation Business Partner

This is a fully remote position, open to applicants in Arizona, +1 more state.

📋 Description

• Oversee and enhance CRM (e.g., Salesforce) configuration, data integrity, user engagement, and process workflows.

• Facilitate precise and timely sales forecasting and pipeline reporting for leadership, as well as quarterly and annual planning.

• Create and sustain sales dashboards, KPIs, and routine performance reports using tools like Power BI, Tableau, and Excel.

• Spearhead territory design, quota distribution, and compensation plan management in collaboration with HR and Finance.

• Standardize and document sales procedures (lead-to-cash, opportunity stages, handoffs) while promoting continuous improvement initiatives.

• Assist in sales enablement efforts including onboarding, playbooks, proposal and quote templates, and training for tools and process adjustments.

• Oversee the CPQ and quoting processes, including integrations and automation.

• Perform root-cause analysis on deal slippage, forecasting discrepancies, win/loss outcomes, and churn catalysts.

• Collaborate with Marketing and Customer Success to assess and enhance lead-to-opportunity and opportunity-to-close conversion rates.

• Manage analytical projects and business cases to support strategic commercial goals and inform senior leadership decisions.

• Coordinate cross-functional initiatives.

• Mentor and cultivate junior Sales Operations team members.

⛳️ Requirements

• 4–7+ years of experience in sales operations, revenue operations, sales analytics, or a comparable role within B2B enterprise sales.

• Prior experience with Inside Sales and/or BDR organizations is essential.

• Demonstrated experience in managing a CRM platform (Salesforce preferred); familiarity with CPQ and ERP integrations is advantageous.

• Strong analytical capabilities — proficient in Excel and at least one BI tool (Power BI, Tableau) and comfortable using SQL for data queries.

• Proven ability to convert data into actionable insights and present findings to senior stakeholders.

• Excellent program and project management skills; experience in implementing process enhancements and driving change across teams.

• Exceptional communication and stakeholder management abilities.

• Bachelor’s degree in Business, Finance, Analytics, or a related field (or equivalent experience).

🏝️ Benefits

• Comprehensive Medical, Dental, and Vision coverage.

• 401K Plan with Matching contributions.

• Flexible Time Off policy.

• Corporate Fitness Program.

• A range of voluntary benefits, including Legal Plans, Accident and Hospital Indemnity, Pet Insurance, and more.