Operations

• Foundational member of the RevOps team influencing the trajectory of the sales organization through analysis, planning, and insights
• Work closely with sales leadership and the sales team to build frameworks for annual planning, forecasting, and performance reporting
• Report to the Director of Revenue Operations
• Support the annual and quarterly sales planning process, including territory design, quota setting, and market segmentation
• Collaborate with sales leadership to develop and refine sales compensation plans
• Conduct market analysis to identify new growth opportunities and competitive threats
• Define and document scalable sales processes, best practices, and playbooks
• Own the sales forecasting process, working with sales managers to improve accuracy and predictability
• Design, generate, and maintain key sales performance reports and dashboards for sales leadership and the broader organization
• Analyze sales data to identify trends, diagnose performance issues, and provide actionable recommendations
• Prepare regular business reviews and presentations that highlight key metrics, insights, and strategic recommendations
• Utilize advanced analytics to uncover insights on pipeline health, sales cycle efficiency, and customer win/loss trends
• Act as a key liaison between the sales team and other departments (e.g., Marketing, Finance) to ensure data alignment and smooth cross-functional collaboration
• Provide ad-hoc analysis and support to sales leadership for strategic decision-making

Sales Strategy and Operations Manager

President – Integrator, Operations Leader

Operations Manager

Senior Planning & Operations Specialist

Director, Care Operations

Director, Operations Analytics – Workforce Optimization