Sales Operations Manager

• Maintain data integrity and hygiene within the CRM, including regular audits and cleanup
• Configure CRM dashboards, workflows, and automation to support sales processes
• Train sales team members on CRM best practices and proper usage
• Troubleshoot technical issues for sales and coordinate with CRM vendor support when needed
• Design, build, and maintain dashboards and reports to track key sales metrics and KPIs
• Provide regular sales performance reports to leadership (daily, weekly, monthly, quarterly)
• Analyze sales trends, pipeline health, conversion rates, and win/loss patterns
• Generate forecasts and predictive analytics to support strategic planning
• Create ad-hoc reports and analyses as requested by sales leadership
• Present findings and recommendations to stakeholders in clear, actionable formats
• Design and implement territory alignments based on geography, industry, account size, or other criteria
• Conduct territory analysis to ensure balanced coverage and optimal resource allocation
• Document and standardize sales processes and methodologies
• Identify bottlenecks and inefficiencies in the sales cycle
• Recommend and implement process improvements to increase productivity
• Develop and maintain sales playbooks, templates, and enablement materials
• Partner with Marketing to track lead generation, conversion, and ROI
• Collaborate with Finance on revenue recognition, forecasting, and budgeting
• Work with Product teams to communicate customer feedback and feature requests
• Coordinate with Customer Success on account expansion and retention metrics

Sales Operations Specialist

Sales Enablement Manager

Sales Operations Specialist

Sales Enablement Manager