Sales Operations Manager

• Support the daily workflow of requests received by Sales Operations from teams such as Advisor Sales, Business Consulting, AMRS, and Investment Consulting
• Execute annual Sales Operations processes such as goal setting, book and advisor segmentation, territory optimization, and other recurring processes.
• Work with sales managers and team leads to implement best practices in opportunity, funnel and pipeline management ensuring accurate sales forecasting
• Maintain and optimize sales cadence workflows by driving timely execution of sales activities, ensuring consistent follow-up, and promoting adoption of standardized best practices
• Nurture, groom and enhance dashboards in Salesforce and CRM Analytics delivering actionable insights and critical data to accurately measure sales goals and KPIs achievement
• Create and deliver performance reporting using tools such as Salesforce and PowerBI to illustrate performance against sales objectives for sales teams, sales management, and leadership
• Provide dashboard and reporting support of AssetMark’s strategic growth initiatives (examples include but not limited to First Year Success, mergers & acquisitions, and Tax Management Services)
• Promote and drive adoption of new Salesforce tools and workflow processes throughout the organization
• Work alongside Sales Operations technology and the CRM development team to continually enhance the Salesforce user experience
• Work alongside Business Intelligence and Sales Compensation to drive accurate reporting measures for the sales organization
• Execute ad hoc projects and assignments as needed to support Sales Operations leadership and Advisor Sales teams

Sales Operations Specialist – Advisor Sales

• Identify new business opportunities within net new and existing accounts.
• Develop relationships within accounts at Director/C-Level and communicate the AHEAD IO GTM Strategy.
• Clearly understand the business challenges created by the technical requirements the client faces.
• Work as a team with engineers, core sales group and other sales specialty groups to design and configure appropriate digital solution(s).
• Manage opportunity workflow and progression utilizing internal tools, such as CRM (Salesforce), Excel, and PowerPoint.
• Navigate proposals and opportunities through the procurement process.
• Ensure successful deployment and solutions meet with customer requirements.
• Establish strong vendor relationships.
• Develop and maintain a book of business of at least $10M in Topline Revenue at target margins.
• Recruit candidates that characterize the AHEAD culture.

Intelligent Operations Sales Specialist

• Drive adoption and enforcement of sales processes and best practices across the revenue org — communicating changes clearly, following up on compliance, and escalating where needed
• Own the operational rhythm of pipeline review calls: ensuring SFDC data is accurate and meaningful before every call, tracking follow-through on action items, and surfacing hygiene issues proactively
• Serve as the first point of contact for reps and managers with process questions — territory administration, account routing, handoff procedures, and general ops support
• Manage SFDC support cases and minor data cleanup in partnership with the GTM Engineering team; own the business-side of data governance
• Coordinate ops onboarding for new revenue hires: tools access, process orientation, and playbook walkthrough.
• Partner with Sales Enablement on training content from an operational perspective — ensuring what gets taught reflects how the systems and processes actually work
• Serve as a point of contact for rep compensation questions: explain plan mechanics, translate variable pay into rep-level understanding, and de-escalate concerns with professionalism and patience
• Build and maintain rep-facing comp resources: FAQs, worked examples, and plain-language plan summaries that reduce inbound questions over time
• Own operational support for the post-sale renewal motion: renewal workflow coordination, CS/AM process documentation, and operational tracking of renewal and churn metrics
• Partner with Customer Success and Account Management leadership on day-to-day operational needs — acting as the RevOps point of contact for post-sale process questions
• Produce ad hoc and recurring operational reports for revenue leadership across both sales and post-sale motions

Principal Sales Operations Manager

• Drive profitable revenue growth and expand market share within mining, terminal operations accounts, and distributors across the assigned territory.
• Identify, qualify, and pursue new business opportunities with mine operators, bulk material handling facilities, terminals, and related industrial customers.
• Develop strong customer relationships by understanding site-specific operational challenges and recommending value-added chemical and service solutions.
• Collaborate with Technical Service Representatives and customer operations to solve customer problems, install, and repair application systems and support chemical applications with customers.
• Create and execute territory growth plans, account strategies, and sales objectives that align with district and regional targets.
• Manage the full sales cycle, including prospecting, technical presentations, proposal development, contract negotiation, and closing.
• Build and maintain a robust sales pipeline and accurately manage opportunities through CRM tools and funnel reviews.
• Collaborate with technical service, operations, marketing, and leadership teams to ensure successful implementation and ongoing customer support.
• Monitor market trends, competitor activity, and customers’ needs to identify growth opportunities and defend existing business.
• Support product trials, field evaluations, and on-site customer visits to demonstrate performance value and secure long-term partnerships.
• Prepare regular sales forecasts, activity reports, and key performance updates for leadership.
• Travel throughout the territory to visit current and prospective customers, participate in industry events, and strengthen market presence.

District Sales Manager – Mining and Terminal

• Oversee day-to-day business operations to ensure efficiency, quality, and service
• Monitor alerts, exceptions, and system failures and ensure timely resolution
• Ensure adherence to SLAs, internal controls, and compliance requirements
• Lead operational processes within ERP/CRM systems (e.g., Microsoft Dynamics 365)
• Partner with IT and Product teams to improve system reliability, automation, and data quality
• Manage, coach, and develop a geographically distributed operations team
• Establish performance expectations and drive accountability across the team
• Identify recurring issues and lead root-cause analysis and continuous improvement initiatives
• Provide clear and actionable reporting to leadership on operational performance

• Recruit, hire, lead, coach, and support a geographically dispersed team of Field and Virtual Service Representatives.
• Conduct regular field rides and ride-alongs to observe customer engagements, reinforce strategic messaging, provide real-time coaching, and ensure consistent execution of program objectives.
• Serve as the operational liaison between field teams, internal stakeholders, and client leadership.
• Monitor program performance metrics and partner with senior leadership to ensure goals and timelines are achieved.
• Identify operational challenges and implement solutions that improve efficiency and service delivery.
• Oversee onboarding, training, and performance management to ensure team readiness and compliance.
• Support quality improvement initiatives designed to strengthen field effectiveness.
• Complete administrative responsibilities accurately and on time (time reporting, system updates, summaries).
• Ensure adherence to HIPAA guidelines and all compliance standards.

Pharmaceutical Sales Operations Manager

• Lead programs and initiatives that improve sales performance and engagement
• Build and scale training, certification, and enablement programs that drive adoption and skill development
• Oversee content and communications strategies that support effective execution
• Establish processes and practices that increase accountability and execution quality
• Lead, coach, and develop a high-performing team

Head of Sales Enablement

• Lead, coach, and develop a team of Sales Enablement Managers supporting frontline sales teams
• Establish clear priorities, operating rhythms, and performance expectations across the SEM organization
• Build a high-performing enablement culture focused on execution, accountability, continuous improvement, and field partnership
• Own the operating framework for top-of-funnel execution, including outbound workflows, engagement strategy, and qualification standards
• Drive measurable improvement in engagement-to-qualified pipeline and qualified-to-sales-accepted conversion rates
• Improve early-stage pipeline velocity and opportunity quality across the sales organization
• Partner with Sales Leadership to enforce consistent pipeline inspection, qualification rigor, and handoff quality
• Standardize how pipeline is created, qualified, and progressed to ensure consistency and predictability of outcomes
• Drive measurable improvement in pipeline generation quality, opportunity progression, and seller effectiveness across the sales organization
• Identify operational friction points and simplify workflows, tools, and processes to improve seller productivity and execution speed
• Partner with sales leadership to drive consistency in discovery, qualification, opportunity management, and customer engagement
• Own and drive execution of scalable sales methodologies and frontline commercial disciplines (e.g., MEDDIC, stage criteria, cadence execution)
• Translate organizational priorities into actionable execution frameworks, workflows, and manager cadences
• Partner cross-functionally with Revenue Operations, Marketing, Product, and Sales Leadership to drive alignment and execution consistency
• Leverage KPI trends, conversion metrics, seller feedback, and pipeline insights to identify execution gaps and improvement opportunities
• Drive adoption and enforcement of standardized selling practices and operational standards
• Improve frontline manager coaching effectiveness, inspection quality, and performance management consistency
• Define and implement leading indicators tied to pipeline creation, conversion, and revenue outcomes
• Reinforce accountability systems that improve execution quality, pipeline discipline, and performance consistency without unnecessary complexity
• Support the integration of AI-enabled workflows, sales technologies, and customer intelligence capabilities into daily seller execution
• Scale modern enablement practices that improve productivity, personalization, and customer engagement quality
• Continuously evaluate opportunities to improve seller efficiency and execution consistency through process and technology improvements

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