Sales Operations Manager

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

📋 Description

• Oversee daily management and quality of commercial data within Zoho CRM, including accounts, contacts, leads, opportunities, and account ownership.

• Develop and uphold standards for mandatory fields, opportunity stages, deal updates, account hierarchy, and pipeline cleanliness.

• Identify outdated, incomplete, or inconsistent records and facilitate their resolution.

• Collaborate with Sales, Marketing, Finance, and client-facing teams to ensure precise commercial data during transitions and reporting.

• Manage commercial forecasting by gathering inputs, maintaining foundational data, consolidating results, and reporting discrepancies against previous forecasts and actual performance.

• Deliver field-sales pipeline and forecast reporting to the SVP of Sales and compile commercial forecast data for the Chief Growth Officer.

• Create and sustain dashboards and regular reports on pipeline health, sales performance, conversion rates, account activity, and commercial success.

• Assess results by territory, seller, channel, partner, and product to identify trends, gaps, and opportunities.

• Assist in commercial planning and budgeting with precise data, clear assumptions, and timely reporting.

• Document, manage, and enhance sales processes, including lead assignment, opportunity management, proposal and RFP coordination, and sales-to-implementation transitions.

• Collaborate with the SVP of Sales on sales initiatives, pipeline evaluations, and team workflows.

• Maintain accurate records of territory, account, lead, and quota assignments.

• Provide analysis to support leadership decisions regarding coverage and resource allocation.

• Work alongside Marketing to monitor lead sources, campaign outcomes, and qualified-lead conversion rates.

• Coordinate with Finance and HR on sales incentive data, calculations, reporting, and approved plan modifications.

• Partner with IT and stakeholders to enhance sales technology and implement approved changes.

• Ensure commercial policies and procedures are documented, accessible, and up to date.

• Report to the Chief Growth Officer and collaborate closely with the SVP of Sales.

⛳️ Requirements

• B.A./B.S. in a related field or equivalent experience.

• Minimum of five years’ experience successfully managing and executing sales operations tasks and responsibilities.

• At least three years’ direct experience utilizing a CRM to generate reports, analyze trends, and design/implement process improvements.

• Proficient Excel skills alongside proficiency in PowerPoint, Word, and other Microsoft applications.

• Strong analytical abilities with the capacity to clearly communicate findings to sales leaders and stakeholders.

• Experience collaborating across departments to enhance processes and resolve data issues.

• Solid understanding of self-funded health plans is strongly preferred.

• Experience with Zoho CRM or relevant certifications is strongly preferred.

• Reliable power supply and secured internet connection with speeds of 11 mbps or greater.

• A designated, quiet workspace to conduct work with minimal interruptions is required.

• Ability to work autonomously, manage competing deadlines, and adapt to change.

• Excellent written and verbal communication skills, attention to detail, and sound judgment.

• Willingness to travel multiple times a year, including overnight stays for corporate events, conferences, and health fairs.

• Capability to participate and engage professionally in video meetings with colleagues and clients.

• Ability to address challenges with a ‘yes if...’ mindset.

• Skill in effectively balancing competing deadlines while maintaining focus on the overall objectives.

• Legally authorized to work in the United States without sponsorship.

• Must successfully complete a background and reference check prior to commencing employment.

🏝️ Benefits

• Annual bonus based on company performance.

• Merit increases contingent upon company performance.

• Generous paid time off.

• Paid holidays.

• Comprehensive health benefits plan with a portion of premiums covered by the company.

• Medical, dental, and vision coverage.

• Optional employee benefits available.

• 401k plan with employer matching.

• Fully remote work opportunity.

• Flexibility to collaborate with colleagues and partners across various US time zones.