Sales Operations Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Take ownership of Salesforce hygiene by performing regular audits of the open pipeline, identifying stagnant or outdated opportunities, and collaborating with sales leaders to enhance data accuracy and opportunity management practices.

• Organize, manage, and facilitate pipeline meetings, ensuring compliance with standards, keeping teams focused on the agenda, documenting follow-up actions, and driving timely completion of next steps.

• Oversee the employee incentive process by ensuring eligible opportunities are appropriately reviewed and assessed, coordinating approvals with executive leadership and finance, and assisting in communication when incentives are granted.

• Review won opportunities to verify that Salesforce records accurately represent executed contract terms, including scope, timing, and financial details, and collaborate with internal stakeholders to address any discrepancies.

• Direct renewal management activities by ensuring renewals are created, monitored, and finalized accurately, while facilitating regular reviews with business leaders to expedite renewals through the process.

• Utilize sales data to generate insights that inform business strategy, including an analysis of win and loss trends, forecast quality, and weighting accuracy.

• Collaborate with leaders across the organization to enhance the adoption and effective usage of Salesforce as a CRM and pipeline management tool, including process enhancements, improved account-level tracking, and opportunities for cross-system integration.

• Assist with daily Salesforce operations, including license management, reassignment of contacts and opportunities, development of dashboards and reports, and ongoing system administration tasks.

• Serve as a trusted operational partner who leads through influence, drives accountability among stakeholders, and identifies opportunities to strengthen sales processes before and after opportunities progress through the pipeline.

⛳️ Requirements

• Proven experience in sales operations, revenue operations, Salesforce administration, or a comparable role supporting a consultative sales organization.

• Strong knowledge of pipeline management, renewal processes, forecasting principles, and sales process governance.

• Demonstrated capability to analyze sales data and translate insights into actionable recommendations for business leaders.

• Experience collaborating cross-functionally with sales, finance, and executive stakeholders to enhance processes and drive accountability.

• Hands-on experience in building and maintaining Salesforce reports, dashboards, data structures, and operational workflows.

• Bachelor's degree in Business, Marketing, Finance, or a related field, or equivalent professional experience.

• Salesforce Certified Platform Administrator.

• Willingness to travel as business needs arise.

🏝️ Benefits

• Generous Paid Time Off.

• Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days for hourly/non-exempt employees starting out; 12 company-observed paid holidays; 4 early-close days.

• Comprehensive leave options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave.

• Attractive employee referral bonus program of $1,500 for each hired referral.

• Employee recognition initiatives for embodying EPIC’s values along with additional awards and programs (including trips!).

• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group.

• Professional growth and development opportunities: Mentorship Program, Tuition Reimbursement Program, Leadership Development.

• Unique benefits including Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support.

• Additional benefits encompass (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs.

• 50/50 Work Culture: EPIC nurtures a 50/50 balance between producers and the rest of the business, promoting collaboration, teamwork, and an inclusive work environment. Both production and service are essential to being EPIC!

• EPIC Gives Back – Some of our charitable initiatives include Donation Connection, Employee Assistance Fund, and People First Foundation.

• We rank among the top 10 property/casualty agencies according to “Insurance Journal.”