Sales Operations Manager

• Maximize impact with customers and the field by utilizing standard platforms and processes
• Facilitate an environment of continuous process improvement across Sales Enablement’s key capability areas: Insights & Analytics, Account Planning, Account Segmentation & Coverage, Goal Setting, Talent Development, and Sales Process
• Lead pipeline and opportunity planning cadences in partnership with sales managers to ensure optimal new business win rates
• Leverage CRM-based performance coaching tools to drive maximum effectiveness
• Collaboratively work with HR Business Partners and Sales Enablement peers to support the development and rollout of sales onboarding, sales and product training, and talent management programs to drive continuous learning and improvement across the sales organization
• Work with the field sales teams to ensure appropriate business rules are developed, tracked, documented, implemented, and followed
• Validate effective adoption of sales methodologies, processes, and tools with Sales Management
• Partner with Sales Operations Analytics & Insights to establish appropriate metrics (pipeline health, win/loss, effort to win, forecasting) that improve the effectiveness of the entire selling motion, and work with the Sales Operations team to design/refine suitable management dashboards
• Manage account transitions and any account movement between books plus account planning logistics including format, scheduling, documentation, etc.
• Engage sales leaders for the actual deliverables and calls/meetings to ensure that downstream sales activities align with Account Plans
• Coordinate sales forecasting, planning, and budgeting/quota/goal setting processes within the assigned sales organization
• Support appropriate sales incentive initiatives and escalations by managing the Incentive Compensation Exception and Dispute process working with HR Ops, Sales Ops, and Incentive Compensation
• Lead at least one sales enablement strategic initiative for the business unit that drives sales effectiveness and productivity. This includes owning the initiative from charter development through to execution, collaborating cross-functionally to define goals, timelines, success metrics, tracking progress and impact, and ensuring timely delivery of results

Segment Sales Enablement Leader

• 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

• 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

• 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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Segment Sales Enablement Leader

Head of Sales Enablement

Sales Performance Manager

Sales Enablement Manager