Senior CRM Sales Operations Manager

This is a fully remote position, open to applicants in California, +4 more states.

📋 Description

• Act as the primary authority and business leader for the Real Estate CRM.

• Oversee the Revenue Operations function, focusing on continuous improvement and future developments.

• Utilize CRM data to categorize brokerages, offices, teams, and agents.

• Enhance prospecting, account management, campaign targeting, and lead management efforts.

• Create and oversee CRM campaigns that foster field sales engagement.

• Track and evaluate sales and campaign effectiveness.

• Convert data into actionable insights, providing monthly reports and recommendations for sales leadership.

• Collaborate with sales leaders and representatives to determine customer needs, market prospects, and sales growth strategies.

• Assist in annual strategy, territory, and budget planning.

• Oversee and assess go-to-market programs, promotions, sponsorships, and sales compensation initiatives.

• Evaluate program performance and return on investment.

• Collaborate with Sales, Marketing, Finance, and Technology teams to enhance agent and homeowner acquisition, engagement, loyalty, and retention.

• Convert business requirements into CRM functionalities and specifications.

• Aid in development and implementation using Agile and Waterfall methodologies.

• Lead alignment among stakeholders and change management processes to ensure the adoption of new programs, processes, and functionalities.

• Report directly to the Director of National Sales Operations.

⛳️ Requirements

• 9+ years of experience in Sales Operations, Revenue Operations, Finance, Marketing, Program Management, or related fields.

• Bachelor’s degree in Business, Economics, Data/Analytics, or a similar discipline.

• Experience in supporting external, field, channel, or B2B sales organizations.

• Familiarity with sales performance, territory planning, and go-to-market strategies.

• In-depth CRM expertise, particularly with Microsoft Dynamics, Salesforce, HubSpot, or comparable platforms.

• Strong analytical capabilities.

• Ability to convert data and market insights into actionable business strategies.

• Demonstrated success in identifying growth opportunities, launching initiatives, and achieving measurable outcomes.

• Excellent cross-functional leadership, stakeholder management, and executive communication skills.

• Self-motivated and results-driven.

• Experience in leading initiatives through change and implementation.

• Willingness to travel approximately 10% of the time.

• CRM certification is advantageous.

• Preferred experience in real estate, home warranty, insurance, mortgage, title, escrow, home services, B2B2C, or similar sectors.

🏝️ Benefits

• Medical insurance.

• Dental insurance.

• Vision insurance.

• 401k plan.

• Paid time off/sick leave.

• Employee stock purchase plan.

• Supportive workplace culture.

• Commitment to equal opportunity employment.