Sales Operations Manager

• Develop and manage role-based enablement programs for Account Executives (AEs), Client Delivery Partners, and other sales roles.
• Develop and maintain asynchronous learning content and self-paced learning paths.
• Translate sales processes and methodologies into actionable field tools, templates, and guides.
• Deliver ongoing reinforcement programs using micro-learning, practice exercises, and manager coaching resources.
• Own the enablement content lifecycle from creation through retirement.
• Curate, organize, and maintain: Pitch decks, Proposal resources, Competitive positioning assets.
• Partner with subject matter experts to ensure content remains current and relevant.
• Create tool adoption programs, playbooks, and job aids for sales technologies.
• Lead training and communication plans for new tool releases and enhancements.
• Develop role-specific guidance for CRM, AI-enabled tools, and seller productivity platforms.
• Establish and monitor enablement KPIs related to adoption, proficiency, and business impact.

Senior Sales Enablement Specialist

• Build and own the long-term Sales Operations strategy aligned to Roo’s revenue growth, GTM model, and marketplace dynamics.
• Establish scalable processes, standards, and systems across supply and demand-facing teams.
• Serve as the primary operational thought partner for the CRO, SVP Marketplace and management team.
• Define and manage the roadmap for CRM architecture, automation, and workflow optimization (HubSpot).
• Drive operational readiness for monitoring supply/demand, product initiatives, and GTM expansions.
• Oversee all forecasting activities in partnership with Finance and Data.
• Implement multi-level forecasting (bottom-up, top-down, weighted pipeline, trend-based).
• Develop dashboards and reporting structures to support monthly pipeline reviews and KPI tracking.
• Establish clear methodologies for pipeline hygiene, data integrity, and forecasting accuracy.
• Own end-to-end compensation design, governance, and quarterly/annual comp planning.
• Develop scalable, transparent commission structures aligned with revenue goals and market conditions.
• Oversee quota setting, territory design, rep capacity modeling, and incentive administration.
• Partner with People Ops and Finance to ensure compliant and timely payouts.
• Partner deeply with Finance, Data and Growth teams to ensure strong data integrity and actionable insights.
• Collaborate with marketing and BD leadership on end-to-end lead management, routing, and funnel optimization.
• Create aligned SOPs between Sales, Marketing, Growth, and Customer Success.
• Support cross-functional strategic initiatives, including OKR planning and cross-team capacity modeling.
• Own HubSpot configuration, governance, and optimization as the system of record for sales.
• Drive automation across reporting, lead management, account health, and performance metrics.
• Evaluate, implement, and integrate additional sales tech stack tools as needed.
• Ensure high adoption and enablement through structured training and documentation.
• Lead, mentor, and develop a high-performing Sales Ops team (including managers and ICs).

Director of Sales Operations

• 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

• supports enablement programs that improve productivity, accelerate onboarding, and drive adoption of processes, tools, and best practices across the go-to-market (GTM) organization
• develops learning content, documents processes, facilitates training, and equips customer-facing teams with the knowledge, tools, and resources they need to succeed
• supports enablement across the full customer lifecycle—from prospecting through retention
• partners with Sales, Business Development, Customer Success, Account Management, Marketing, Product, and Revenue Operations to create a consistent enablement experience
• facilitate engaging live, virtual, and self-paced training sessions
• create engaging enablement content including presentations, playbooks, job aids, learning modules, newsletters, and videos using PowerPoint, Canva, and other tools
• document and maintain sales processes, customer success workflows, and system guides for Salesforce, Gainsight, Gong, Apollo, Confluence, Lessonly, and other GTM tools
• track program effectiveness, gather feedback, and recommend improvements

Sales Enablement Specialist

• Own and lead the enablement function across the full GTM organization.
• Set the enablement strategy and build/manage a team of enablement specialists.
• Act as a key cross-functional partner to GTM leaders and stakeholders.
• Design programs, develop content, and drive adoption for onboarding and skill development.
• Align the enablement roadmap to revenue priorities and report on impact.

Manager, Sales Enablement

• Own onboarding end-to-end for new sales hires, designing and running a scalable ramp program that gets reps productive quickly.
• Build and continuously improve enablement programs as our processes, product, and go-to-market motion evolve.
• Lead ongoing training and development for the sales team, ensuring reps are equipped with the skills, context, and messaging they need to win.
• Roll out frontline enablement for new materials and processes, including launches such as updated decks, playbooks, and team-wide changes.
• Deliver value selling training as a core part of onboarding and ongoing development, including MEDDPICC and command of the message.
• Create practical, rep-facing enablement assets that support day-to-day execution, not just theory or e-learning in isolation.

Sales Enablement Leader

• Translate recurring capital sales challenges into scalable, insight-led executive narratives that teach hospital leaders something new about robotic surgery investment.
• Enable Capital Sales to lead CEO, CFO, and executive stakeholder conversations that reframe the customer’s current assumptions about robotic platform strategy, fleet planning, and long-term program growth.
• Build prescriptive frameworks that help sellers create productive decision tension by clarifying the cost and risk of inaction—not simply the benefits of change.
• Standardize high-quality executive engagement across markets, accounts, and rep experience levels while preserving the flexibility required for account-specific decision dynamics.
• Own the execution, governance, and effective application of ROI and VAC value narratives in live capital deals, ensuring value tools are used to shape customer thinking rather than simply satisfy internal process requirements.
• Equip Capital Sales teams to demonstrate to economic stakeholders the limitations, opportunity costs, and constraints of the status quo.
• Drive consistent, high-quality use of value frameworks across active opportunities, ensuring value is taught, defended, and pressure-tested in executive conversations.
• Operationalize stage-based capital selling motions that guide opportunities from early exploration through VAC review, executive alignment, decision, and close.
• Ensure field readiness for high-impact inflection points, including executive meetings, financial reviews, VAC discussions, and internal hospital alignment conversations.
• Establish clear standards for when, how, and why tools, narratives, and value frameworks are applied throughout the capital sales cycle.
• Partner closely with Capital Sales leadership to identify friction points, recurring objections, and gaps in executive selling effectiveness.
• Develop insight-led tools and prescriptive decision-support resources that enable Sales to guide complex, multi-stakeholder buying processes.
• Build tight feedback loops with Capital Sales to understand win/loss dynamics, executive reactions, customer objections, and barriers to capital purchase decisions.
• Serve as a key voice representing capital sales realities in commercial planning, tool development, and go-to-market refinement.

Senior Manager, Capital Sales Enablement

• Translate recurring capital sales challenges into scalable, insight-led executive narratives that teach hospital leaders something new about robotic surgery investment.
• Enable Capital Sales to lead CEO, CFO, and executive stakeholder conversations that reframe the customer’s current assumptions about robotic platform strategy, fleet planning, and long-term program growth.
• Build prescriptive frameworks that help sellers create productive decision tension by clarifying the cost and risk of inaction—not simply the benefits of change.
• Standardize high-quality executive engagement across markets, accounts, and rep experience levels while preserving the flexibility required for account-specific decision dynamics.
• Own the execution, governance, and effective application of ROI and VAC value narratives in live capital deals, ensuring value tools are used to shape customer thinking rather than simply satisfy internal process requirements.
• Equip Capital Sales teams to demonstrate to economic stakeholders the limitations, opportunity costs, and constraints of the status quo.
• Drive consistent, high-quality use of value frameworks across active opportunities, ensuring value is taught, defended, and pressure-tested in executive conversations.
• Partner with HEMA, Finance, Capital Sales, and US Marketing to ensure economic narratives are robust, credible, and adaptable to the buying criteria, financial pressures, and strategic priorities of each institution.
• Operationalize stage-based capital selling motions that guide opportunities from early exploration through VAC review, executive alignment, decision, and close.
• Ensure field readiness for high-impact inflection points, including executive meetings, financial reviews, VAC discussions, and internal hospital alignment conversations.
• Establish clear standards for when, how, and why tools, narratives, and value frameworks are applied throughout the capital sales cycle.
• Reinforce disciplined execution so Capital Sales teams consistently connect clinical ambition, operational readiness, and economic consequence in enterprise buying conversations.
• Partner closely with Capital Sales leadership to identify friction points, recurring objections, and gaps in executive selling effectiveness.
• Develop insight-led tools and prescriptive decision-support resources that enable Sales to guide complex, multi-stakeholder buying processes.
• Equip sellers to move from describing OTTAVA’s capabilities to teaching customers why a multi-platform robotics strategy may be necessary for future clinical, operational, and economic performance.
• Support preparation for high-stakes customer engagements, competitive situations, conferences, and executive forums where capital decision narratives must be clear, credible, and differentiated.
• Build tight feedback loops with Capital Sales to understand win/loss dynamics, executive reactions, customer objections, and barriers to capital purchase decisions.
• Translate field learning into continuous refinement of Challenger insights, ROI/VAC narratives, executive messaging, and stage-based selling motions.
• Ensure enablement evolves based on real market signals and deal experience, not static assumptions.
• Collaborate across HEMA, Finance, US Marketing, Medical Affairs, Regulatory, and Capital Sales to ensure value creation, evidence, claims, and field execution remain aligned.
• Serve as a key voice representing capital sales realities in commercial planning, tool development, and go-to-market refinement.
• Balance enterprise strategic direction with the practical realities of field execution and customer decision-making.
• Influence without authority across a matrixed organization while maintaining speed, clarity, and commercial focus.

• Collaborate and partner with Finance, Strategy, Field Sales, Channel, Marketing, Sales Engineering, Sales Operations, Legal, InfoSec, Product Management, and other resources to develop compelling proposal responses for complex opportunities
• Lead end-to-end pipeline management from initial lead activity through closure
• Partner with Sales leadership to deliver advanced data visualizations, identify revenue trends, and build predictive models that highlight new growth opportunities
• Drive business reviews, weekly sales outlook processes and cadence
• Align with sellers on quoting and product management
• Design, document, and deliver enablement on policies for managing account and quota assignment changes
• Foster strong working relationships with internal stakeholders, and coordinate with subject matter experts (SMEs) to gather and incorporate technical, financial, and operational information
• Identify and mitigate risks related to proposal development and submission
• Ensure win themes, differentiators are included in the proposal and deliver a compelling response to the customer or partner
• Leverage CRM data, BI tools, and advanced analytics platforms to synthesize large datasets into clear, executive-ready dashboards and operational KPIs
• Develop timelines and ensure that key deal milestones and deadlines are met

Senior Sales Operations Analyst

• champion a culture of training and excellence across our global sales organization
• drive the efficiency and readiness of revenue-generating teams
• own the end-to-end sales training lifecycle—from onboarding and tool mastery to creating high-impact playbooks and objection-handling frameworks
• establish a foundational culture of continuous learning, curiosity, and high performance within the sales organization
• design, implement, and constantly iterate on a comprehensive sales onboarding program
• lead ongoing training initiatives focused on sales methodologies and process compliance
• develop, write, and deploy structured sales playbooks, competitive battle cards, and specific objection-handling frameworks
• build, organize, and curate a centralized internal repository and digital learning hub
• audit existing enablement materials regularly to ensure all content reflects current product capabilities
• act as the primary enablement interface with Accenture
• leverage Accenture partnership to inform internal sales culture and adopt best-in-class industry methodologies

Sales Enablement Manager

• Lead the strategy, design, and continuous improvement of commercial onboarding through sales readiness
• Ensure that CVRx Territory Managers, Associate Territory Managers, Clinical Specialists, and Area Sales Directors are equipped with the necessary knowledge, skills, tools, and support necessary to achieve success
• Develop and own scalable processes, capability frameworks, assessment standards, and coaching tools and field development programs that drive consistency, productivity, and field execution
• Establish clear performance expectations, reduce time-to-productivity, and create structured pathways that strengthen employee growth from onboarding through commercial execution and ongoing development
• Align capability initiatives with business strategy and customer needs, fostering a culture of continuous learning, coaching, and performance improvement

Director, Sales Enablement – MedTech

• Serve as embedded Sales Strategy & Operations business partner
• Stand up operational core from scratch
• Partner with sales leaders on operating model
• Onboard and set up sellers
• Own pipeline integrity
• Adapt Americas GTM systems to public sector nuances
• Develop a clear POV on public-sector GTM operation

Public Sector Sales Strategy – Operations Manager

• Lead and develop a team of eight Account Executives across Automotive, Healthcare and Life Sciences, Financial Services, Energy, EMEA Supply Chain, Technology, and Consumer Goods
• Coach team through complex, multi-stakeholder AI transformation deals while holding them accountable to pipeline and revenue targets
• Define and execute a vertical sales strategy for the Agentforce Operations product suite
• Engage with C-suite, Operations, IT, and Customer Experience stakeholders at strategic accounts
• Build a high-performance team culture by partnering cross-functionally with solution engineering, AI specialists, marketing, and customer success

Senior Director, Sales – Agentforce Operations

• Direct long-term operational strategies, resource allocation, territory design, and quota assignments to align with government procurement cycles and business goals
• Lead the sales operating cadence by driving pipeline reviews, managing forecasting, and delivering actionable KPIs to identify gaps and improve conversion rates
• Ensure all operational activities strictly adhere to government regulations (including FAR and cybersecurity mandates) while spearheading audit readiness to minimize risk
• Oversee end-to-end contract management to guarantee SLA fulfillment, scale operations for new business wins, and drive quality assurance to optimize client retention
• Mentor a high-performing operations team and foster collaboration across product, engineering, legal, and finance to execute large-scale organizational initiatives

Senior Director, Public Sector Sales Operations

• Analyzing and structuring complex sales transactions
• Evaluating deal profitability, risk, and compliance
• Oversight of other analysts, and for training and process improvement within the deal desk itself
• Providing guidance and support to sales teams on deal structuring, pricing, and approvals
• Streamlining deal desk processes and workflows to improve efficiency and reduce sales cycle times
• Identifying and implementing best practices for deal management

Lead Sales Operations Analyst

• Lead, coach, and grow a team of Learning Experience Designers and Content Developers, setting clear goals and development plans for each team member.
• Develop the end-to-end execution plan for learning experiences and content, ensuring programs are engaging, scalable, and tied to measurable business outcomes.
• Partner with sales leadership, enablement peers, and subject matter experts to translate skill and knowledge gaps into structured curricula and content.
• Establish standards and best practices for instructional design, content development, and use of learning technology across the team.
• Manage intake, prioritization, and delivery of learning and content requests, balancing speed with quality across multiple concurrent projects.
• Measure the effectiveness of learning programs using data, and iterate designs based on results and field feedback.
• Champion, role model, and embed Samsara’s cultural principles as we scale globally and across new offices.

Manager, Sales Enablement – Learning Design

• Design and own the full sales enablement program — onboarding, ongoing training, playbooks, and certifications — ensuring every rep can articulate Overjet's clinical value clearly and convert at a high rate
• Build and run a field coaching model: shadow calls, scorecard-driven feedback loops, and structured rep development plans tied to real performance data
• Partner with Sales leadership, Product, and Clinical to translate product updates, competitive shifts, and market insights into rep-ready content and talk tracks
• Own the tools and content infrastructure — CRM guidance, enablement platforms, call recording analysis — so reps spend time selling, not searching for answers
• Measure what matters: track ramp time, quota attainment by cohort, and content utilization to continuously refine programs and demonstrate enablement ROI

Senior Manager, Sales Enablement

• Ensure accuracy of commission payments by auditing data, resolving discrepancies and enforcing compensation rules.
• Analyze compensation trends and provide actionable insights on sales performance
• Maintain and enhance commission systems, tools and workflows to improve efficiency, scalability, and transparency
• Respond to sales inquiries regarding commission payments and provide clear explanations of compensation calculations
• Drive continuous improvement initiatives to simplify processes, reduce errors, and enhance user experience

• Lead the design, execution, and evolution of Strada’s enablement programs to accelerate seller readiness and performance.
• Own onboarding, on-the-job training (product, sales skills, technology), and leadership development/coaching programs.
• Build and execute a repeatable onboarding program to reduce ramp time and accelerate productivity.
• Develop role-based enablement curricula covering product knowledge, sales methodology, and technology usage.
• Launch continuous learning programs for sales skills, leadership development, and coaching excellence.
• Partner with Marketing and Product to ensure content is accurate, relevant, and accessible; establish governance for updates and sunset processes.
• Embed competitive and market insights into enablement programs to align selling motions with growth priorities.
• Define and implement Strada’s first enablement technology stack (LMS/LXP, content management, conversation intelligence).
• Establish KPIs for onboarding, training completion, content usage, and coaching effectiveness.
• Manage and develop a team of 3 enablement professionals.

• Support the sales organization by coordinating and optimizing the end-to-end sales process
• Maintain and optimize CRM data integrity, including account updates, opportunity stages, and forecasting accuracy
• Monitor pipeline health and identify stalled deals or process bottlenecks
• Monitor KPIs such as win/loss trends, pipeline velocity, and quoting turnaround times, and provide summaries to leadership
• Analyze territory performance, market segmentation, and pipeline potential
• Build dashboards and KPI reports around revenue trends, sales performance, and forecast accuracy
• Support the creation and refinement of sales process documentation, SOPs, and workflows
• Identify opportunities to streamline processes and reduce administrative friction for sales
• Provide event planning support for sales team members
• Manage internal sales calendar and support project management for sales initiatives
• Mentor and support onboarding of new team members

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