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

Sales Enablement Manager

• Act as a trusted enablement and coordination partner to Sales
• Enable sales teams to understand pricing structures, financial impacts, and deal trade-offs
• Translate complex pricing, financial, and operational analyses into clear, actionable insights
• Support pricing strategy execution and contract development
• Own and maintain accurate sales pipelines for commercial and government segments
• Monitor pipeline health, deal progression, and forecast accuracy
• Analyze deal economics, margin impact, and pricing scenarios
• Design and continuously improve scalable sales enablement and deal support processes
• Develop and maintain analytical models, dashboards, and reports

• Leads a team responsible for the strategic vision and roadmap for Personal Investor Crew Desktop
• Oversees digital product management activities for multiple digital products or one strategic product
• Influences and collaborates with cross-functional teams to create best practices
• Manages the entire product life cycle from strategy and planning through execution
• Conducts market research and analyzes consumer trends
• Prepares product documentation and provides technical support to internal teams

Senior Product Manager – Sales & Sales Enablement

• Manage and optimize sales and partnership operations through effective program and process management.
• Develop and maintain comprehensive reporting and dashboard tools to support forecasting, pipeline management, and key performance tracking.
• Foster strong relationships with internal stakeholders to ensure alignment, business readiness, and continuous improvement.
• Develop and maintain sales content, tools, and playbooks to support consistent, effective selling.
• Create high-quality, executive-ready PowerPoint presentations that translate complex data into clear, compelling narratives.
• Drive processes within EWS to support activities core to successful sales and partnership efforts.

Partnership Operations – Sales Enablement Manager

• Track, analyze, and interpret key sales metrics such as conversion rates, revenue, pipeline health, close rates, and attachment rates
• Identify trends, performance gaps, and opportunities for improvement
• Build, maintain, and enhance dashboards and performance reporting
• Deliver clear, actionable insights to sales leadership to drive informed decisions
• Partner with leadership to execute sales strategies and performance initiatives
• Support the rollout of campaigns, promotions, and product launches
• Evaluate and improve sales processes and workflows to increase efficiency
• Ensure incentives align with business priorities such as revenue growth

Sales Performance Manager

• Serve as the operational backbone of our Sales organization.
• Equip the Sales team with tools, processes, training, and reporting.
• Conduct regular assessments of the end-to-end sales process.
• Document findings and build prioritized improvement plans.
• Track progress against identified improvements and report outcomes.
• Develop and distribute weekly and monthly reporting packages.
• Own onboarding for new sales hires.
• Develop and maintain sales playbooks and enablement materials.
• Deliver structured training programs.
• Build and maintain dashboards and reports for sales performance.
• Act as primary point of contact for sales tool-related issues.
• Manage and optimize lead management platforms (primarily Salesforce).
• Ensure clean handoffs and alignment on lead management and strategic initiatives.

• Design and own a structured 30/60/90 onboarding program for new sales reps and account managers
• Build clear milestones, certifications, and ramp tracking that give managers visibility into new hire progress
• Establish a consistent framework for how RevTrak runs discovery, demos, and qualification across the team
• Build playbooks for key selling scenarios: competitive objections, multi-stakeholder deals, and district finance buyer conversations
• Partner with sales leadership to ensure methodology is coached and reinforced, not just documented
• Build the scaffolding that makes managers better coaches — call scorecards, structured 1:1 frameworks, and call review cadences
• Develop onboarding, expansion, and renewal playbooks for our five account managers
• Ensure CS has the skills and materials to drive retention conversations and identify expansion opportunities early
• Act as the traffic controller for existing sales and marketing content — ensuring reps can find and use what already exists, and partnering with Product Marketing to develop net-new materials where gaps exist
• Build a reliable field feedback loop that surfaces what’s working and what’s breaking back to Product Marketing and product

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