Role: Manager, Sales Operations
Work Type: 100% Remote (East / Central Time Zones preferred)
Industry: Global Professional Services / Strategic Consulting
Compensation: $120,000 – $130,000 + Bonus
Position Overview
A rapidly growing global advisory and consulting firm is seeking a hands-on Manager, Sales Operations to optimize the systems, architecture, and reporting infrastructure driving its commercial organization. Reporting to executive leadership within operations, this individual will bridge the gap between Sales, Finance, and IT.
The ideal candidate pairs certified Salesforce administration expertise with solid business acumen. You will manage day-to-day CRM administration, design scalable operational workflows, partner with distributed cross-functional teams, and build the analytics needed to support pipeline transparency and executive forecasting.
Key Responsibilities
Salesforce & Systems Administration
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Serve as the primary system administrator and technical owner for Salesforce and connected ERP/commercial applications.
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Handle end-to-end declarative development: custom objects, fields, validation rules, page layouts, Flow automations, permissions, and security controls.
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Drive release management, regression testing, change documentation, and rollout communication for enhancements.
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Oversee system hygiene, troubleshoot functional/data errors, and maintain seamless integrations between sales and back-office platforms.
Process Design & Commercial Operations
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Collaborate with sales leadership and operational partners to identify workflow bottlenecks and translate business requirements into scalable technical roadmaps.
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Refine end-to-end commercial operations workflows, including deal desk flow, approvals, bookings management, forecasting, and revenue recognition handoffs.
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Identify redundant manual tasks across teams and design automations to increase operational throughput and data reliability.
Pipeline Analytics & Reporting
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Own commercial reporting standards, ensuring consistent governance across opportunity stages, bookings, and recurring revenue metrics.
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Build, maintain, and audit executive dashboards and operational scorecards covering pipeline health, sales velocity, forecast accuracy, and key performance indicators.
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Partner with Finance to support annual planning, monthly reporting cadences, and pipeline reviews.
User Enablement & Cross-Functional Alignment
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Serve as internal subject matter expert on CRM best practices, driving system adoption across global user groups.
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Develop practical user documentation, quick-reference guides, and onboarding modules for new tools and features.
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Act as the operational bridge between commercial business units and technical partners.
Qualifications
Required
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Experience: 5+ years in Sales Operations, Revenue Operations, or CRM Administration within a corporate or professional services environment.
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Certifications: Salesforce Certified Administrator (ADM-201) required.
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Technical Depth: Proven, hands-on administration expertise in Salesforce Lightning, specifically building complex Flow automations, role hierarchies, custom reporting, and security configurations.
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Analytics & Process: Demonstrated experience translating messy commercial processes into structured, automated workflows with measurable KPI tracking.
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Education: Bachelor’s degree in Business, Finance, Information Systems, or a related discipline.
Preferred
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Experience configuring or integrating Certinia (FinancialForce) or similar PSA/ERP platforms.
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Background in professional services, management consulting, SaaS, or complex B2B client delivery models.
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Experience collaborating with distributed/international cross-functional operational teams.
How to apply.
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