Morris & Dickson Co., LLC

Sales Operations Manager

• Manage new account onboarding, capturing, and validating licenses, contracts, and required data.
• Coordinate with Finance on billing structures, credit terms, and pricing.
• Ensure accurate customer setup and data integrity across systems.
• Maintain and update customer hierarchy structures and account mappings.
• Support sales alignment and proper pricing/reporting through structured data.
• Oversee pipeline and sales activity data; provide training on CRM tools and dashboards.
• Collaborate with IT and stakeholders to improve system functionality and adoption.
• Build and deliver reports/dashboards; monitor KPIs such as sales performance, churn, and pipeline growth.
• Provide insights to identify opportunities and support Quarterly Business Reviews.
• Document and enhance processes for quoting, ordering, lead management, and onboarding.
• Identify inefficiencies, recommend improvements, and ensure compliance with controls.
• Partner with Sales, Finance, Contracts, IT, Compliance, and Marketing to support initiatives and maintain consistency across data and systems.

Sales Operations Specialist