Sales and Business Operations Manager

Trilagen

Operations Manager overseeing sales operations and business operations in a consulting firm. Responsible for CRM management, invoicing, and onboarding while assisting the President.

Posted 5/1/2026full-timeBethesda • Maryland, Virginia • 🇺🇸 United StatesMid-LevelSeniorWebsite

Tech Stack

Tools & technologies

AWSCloud

About the role

Key responsibilities & impact

**CRM management** — set up and maintain CRM (Salesforce), log all opportunities, meetings, and next steps. Keep the pipeline documented, visible, and accurate for the President and any future sales hires.
**Proposal and SOW production** — you format, proof, and produce professional proposals and Statements of Work using Trilagen templates.
**Meeting scheduling and coordination** — schedule prospect and client meetings, manage the sales calendar, handle the back-and-forth with executive assistants at Fortune 500 companies.
**Partner portal administration** — manage AWS ACE deal registration, Okta Partner Connect portal, SailPoint Navigate portal. Register deals, track referrals, maintain partner compliance.
**Pipeline reporting** — produce weekly pipeline reports, forecast summaries, and win/loss tracking. Build the reporting infrastructure leadership needs to manage the sales motion.
**Sales follow-up coordination** — after sales calls, send follow-up emails, schedule next steps, distribute materials, and track action items to completion.
**Sales hiring support** — when the company hires sales reps, you manage the recruiting logistics: post JDs, screen resumes, schedule interviews, coordinate with recruiters.
**Invoicing and accounts receivable** — generate client invoices, track payments, follow up on outstanding AR. Coordinate with the CPA on financial reporting.
**Consultant onboarding and offboarding** — manage the logistics of bringing new consultants onto projects: NDAs, system access, client introductions, equipment, benefits enrollment.
**Timesheet and utilization tracking** — track billable hours across all consultants, report on utilization rates, flag capacity issues before they become problems.
**Contract and SOW management** — maintain a central repository of all active client contracts, SOWs, renewal dates, and amendment history. Flag upcoming renewals 60 days out.
**Vendor and insurance management** — manage vendor relationships, software subscriptions, E&O insurance, general liability, and compliance documentation.
**Conference and event logistics** — coordinate attendance at AWS re:Invent, SailPoint Navigate, Oktane, and industry events. Registrations, travel, booth logistics, follow-up lists.
**HR administration** — benefits administration, PTO tracking, performance review scheduling, and general people operations for a small team.
**Office of the President** — handle executive travel, board prep, investor materials, and any operational tasks that need to be executed quickly and reliably.

Requirements

What you’ll need

**3–7 years in operations, sales operations, or business management** — ideally at a professional services firm, consulting firm, staffing agency, or technology company under 100 people.
**CRM experience (Salesforce preferred)** — you've set up and maintained a CRM, not just used one. You understand pipeline stages, deal tracking, and reporting.
**Financially literate** — comfortable with invoicing, AR tracking, utilization math, and basic P&L concepts. You don't need to be an accountant, but you need to read a financial report.
**Extremely organized and detail-oriented** — nothing falls through the cracks. You manage multiple workstreams simultaneously without being told to follow up.
**Strong written communication** — you'll be drafting client-facing emails, formatting proposals, and producing reports shared with prospects, partners, and the leadership team.
**Tech-comfortable** — you can navigate partner portals (AWS, Okta, SailPoint), learn new tools quickly, and aren't intimidated by the fact that this is an AI/cloud/security company. You don't need technical depth — you need to be comfortable in a technical environment.
**Self-directed and proactive** — you won't be micromanaged. You see what needs to be done and do it. You build processes where none exist. The team counts on you.
**Comfortable in a small, fast-moving company** — your job description will evolve. You'll wear multiple hats. If you need rigid structure and defined lanes, this isn't the right fit.
**AI First Company **– Ability to work with OpenAI and Claude to help automate sales and operational tasks.

Benefits

Comp & perks

401K
Health Insurance
Dental Insurance
Paid Time Off
Paid Sick Leave

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

CRM managementSalesforceproposal productionSOW productionpipeline reportinginvoicingaccounts receivable trackingutilization trackingcontract managementvendor management

Soft Skills

organizeddetail-orientedstrong written communicationself-directedproactivecomfortable in fast-moving environmentsability to manage multiple workstreamscollaborativeadaptableproblem-solving