Sales Operations Manager

EPIC Insurance Brokers & Consultants

Sales Operations Manager at PSG supporting sales operations and Salesforce management for drug management solutions. Leading operational processes, data integrity, and insights for sales strategy.

Posted 6/5/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $100,000 - $120,000 per yearWebsite

About the role

Key responsibilities & impact

Own Salesforce hygiene by conducting regular audits of open pipeline, identifying stalled or outdated opportunities, and partnering with sales leaders to improve data accuracy and opportunity management discipline.
Schedule, manage, and facilitate pipeline calls, ensuring adherence to standards, keeping teams aligned to the agenda, documenting follow-up items, and driving timely completion of next steps.
Manage the employee incentive process by ensuring eligible opportunities are reviewed and dispositioned appropriately, coordinating approvals with executive leadership and finance, and supporting communication when incentives are awarded.
Audit won opportunities to ensure Salesforce records accurately reflect executed contract terms, including scope, timing, and financial details, and partner with internal stakeholders to resolve discrepancies.
Lead renewal management activities by ensuring renewals are created, tracked, and closed accurately, and by facilitating regular reviews with business leaders to keep renewals moving through the process.
Leverage sales data to generate insights that inform business strategy, including analysis of win and loss trends, forecast quality, and weighting accuracy.
Partner with leaders across the business to expand adoption and effective use of Salesforce as a CRM and pipeline management platform, including process improvements, better account-level tracking, and cross-system integration opportunities.
Support day-to-day Salesforce operations, including license management, reassignment of contacts and opportunities, dashboard and report development, and ongoing system administration activities.
Act as a trusted operational partner who leads through influence, drives accountability across stakeholders, and identifies opportunities to strengthen sales processes before and after opportunities move through the pipeline.

Requirements

What you’ll need

Proven experience in sales operations, revenue operations, Salesforce administration, or a similar role supporting a consultative sales organization.
Strong understanding of pipeline management, renewal processes, forecasting concepts, and sales process governance.
Demonstrated ability to analyze sales data and translate findings into practical recommendations for business leaders.
Experience working cross-functionally with sales, finance, and executive stakeholders to improve processes and drive accountability.
Hands-on experience building and maintaining Salesforce reports, dashboards, data structures, and operational workflows.
Bachelor's degree in Business, Marketing, Finance, or a related field, or equivalent work experience.
Salesforce Certified Platform Administrator
Ability to travel as business needs require.

Benefits

Comp & perks

Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Salesforce administrationpipeline managementrenewal processesforecasting conceptssales process governancedata analysisreport developmentdashboard developmentoperational workflows

Soft Skills

influenceaccountabilitycross-functional collaborationcommunicationprocess improvement

Certifications

Salesforce Certified Platform Administrator