ActiGraph

Sales Operations Manager

• Create accurate sales budgets, proposals, RFIs, and other pre-sales materials quickly and efficiently.
• Lead the RFI process by gathering, and coordinating responses.
• Work cross-functionally with Sales, Product, Data, Project Managers, Finance and Legal teams.
• Create and maintain proposals through the final Statement of Work (SOW), and track all versions of budgets, proposals, and contracts from project start to final signature.
• Use Salesforce to support the sales team throughout the sales cycle.
• Utilize CRM to ensure all information up to date for RFPs and RFIs.
• Maintain Q&A pair content library in RFI platform.
• Prepare sales support presentations, as needed.
• Organize and manage sales documents and collateral.
• Look for ways to improve sales processes and help implement new solutions.
• Support the sales team in meeting quarterly goals.
• Perform other duties as assigned.

Sales Operations Specialist

Financial Planning and Analysis

• Lead the preparation of annual budgets and quarterly forecasts across all departments.
• Develop financial models that support revenue projections, expense trends, and scenario planning.
• Analyze business drivers and variances to forecast accuracy and recommend adjustments.
• Prepare and deliver monthly and quarterly financial reports, including variance and KPI analyses.
• Track and report on SaaS and hardware metrics such as ARR, gross margin, churn, and unit economics.
• Partner with Accounting to ensure consistency between management reporting and financial statements.
• Provide financial insights and recommendations to support pricing, resource allocation, and investment decisions.
• Conduct ad hoc analyses to evaluate ROI for initiatives, partnerships, and capital projects.
• Assist in preparing materials and analysis for executive and board presentations.
• Serve as a finance business partner to department leaders to improve budget accountability and financial literacy.
• Collaborate with cross-functional teams to gather data, validate assumptions, and model financial impact.
• Enhance FP&A tools and templates to improve efficiency and accuracy in reporting.
• Contribute to financial system integrations and automation projects (e.g., NetSuite, Power BI, Adaptive Insights).

Sales Operations Specialist

Senior Financial Planning & Analysis, FP&A Analyst