Position Summary
Primary Responsibilities
Sales Performance & KPI Management
- Define, track, and report on core sales metrics including pipeline velocity, win rates, quota attainment, and funnel conversion.
- Build and maintain executive-level dashboards and reporting cadences.
- Analyze performance trends and provide actionable insights to improve sales outcomes and execution discipline.
CRM and System Integration
- Lead administration, integration, and ongoing optimization of CRM systems (Salesforce, HubSpot, etc.).
- Ensure data cleanliness, standardized workflows, and enterprise-wide system adoption.
- Evaluate and integrate additional sales tools including automation, quoting, enablement, and customer success platforms.
Sales Forecasting & Pipeline Analysis
- Lead the end-to-end forecasting process in partnership with leadership and finance teams.
- Conduct in-depth pipeline analysis to identify risk areas, opportunities, and strategic deal prioritization.
- Drive process improvements to enhance forecast accuracy and pipeline visibility.
Incentive Compensation & Territory Planning
- Design and administer incentive compensation programs aligned to revenue objectives and performance goals.
- Structure and optimize sales territories based on market opportunity, resource allocation, and capacity models.
- Conduct territory coverage analysis and recommend strategic improvements.
Process Optimization & Sales Enablement
- Develop and document sales processes, SOPs, workflows, and playbooks.
- Improve lead handoffs, opportunity progression, and post-sale transitions through system and process alignment.
- Partner with enablement teams to train new hires on CRM usage, sales processes, and operational best practices.
Data Governance & Sales Intelligence
- Maintain high standards of data hygiene and ensure consistency across all sales and marketing platforms.
- Provide segmentation analysis, customer profiling, and market insights to support strategic decision-making.
- Conduct ROI analyses on campaigns, sales programs, compensation plans, and rep productivity.
Cross-Functional Collaboration
- Serve as the operational liaison between Sales, Marketing, Finance, Product, and Customer Success.
- Partner with Finance on bookings, revenue recognition workflows, quota setting, and performance modeling.
- Collaborate with IT and RevOps to support ongoing enhancements, integrations, and tech stack evolution.
Position Requirements
- Bachelor’s degree in Business, Finance, Marketing, Analytics, or related field; MBA preferred.
- 7+ years of progressive Sales Operations, Revenue Operations, or Business Operations experience.
- Experience in B2B & B2G technology or manufacturing environment strongly preferred.
- Expert-level proficiency in CRM systems (Salesforce preferred) and BI tools such as Tableau, Power BI, and Excel.
- Proven success developing forecasting models, performance analytics, and CRM automation workflows.
- Strong project management skills and demonstrated process improvement experience.
- Highly analytical, detail-oriented mindset with strong data governance discipline.
- Exceptional communication, leadership, and interpersonal skills with a proactive and collaborative approach.
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