The Sales Operations Manager drives operational efficiency through sales forecasting, revenue planning, AI tools adoption, and data analysis while communicating insights to leadership.
Summary:
We are seeking a Sales Operations Manager to support our sales organization. This role serves as a strategic advisor to sales leadership, driving operational efficiency, enabling data-driven decisions, and ensuring accurate forecasting and planning. The ideal candidate has a strong analytical background, excellent communication skills, and experience working in fast-paced SaaS environments.
Responsibilities:
Sales Forecasting & Pipeline Management
Revenue Planning & Analysis
AI Sales Operations Responsibilities
Reporting & Insights
Process Optimization & Enablement
Executive Communication
Qualifications:
We are seeking a Sales Operations Manager to support our sales organization. This role serves as a strategic advisor to sales leadership, driving operational efficiency, enabling data-driven decisions, and ensuring accurate forecasting and planning. The ideal candidate has a strong analytical background, excellent communication skills, and experience working in fast-paced SaaS environments.
Responsibilities:
Sales Forecasting & Pipeline Management
- Own the forecasting process for assigned sales teams, ensuring accuracy and alignment with company goals.
- Monitor pipeline health and provide insights on conversion rates, deal velocity, and risk factors.
Revenue Planning & Analysis
- Develop financial models to support quota setting, territory planning, and revenue projections.
- Deliver scenario-based analysis to guide strategic decisions.
AI Sales Operations Responsibilities
- Leverage AI‑driven GTM tools (e.g., forecasting assistants, pipeline insight engines, and content‑automation platforms) to enhance sales productivity, improve data quality, and accelerate revenue operations.
- Serve as champion for emerging AI‑enabled sales technologies, ensuring proper adoption, training, governance, and continuous enhancement of AI GTM tools.
- Use AI‑based analytics and automation platforms to surface actionable insights, reduce manual data work, and streamline operational processes across the sales cycle.
Reporting & Insights
- Build and maintain dashboards and reports to track KPIs, trends, and performance metrics.
- Translate complex data into actionable insights for sales leadership.
Process Optimization & Enablement
- Identify process gaps and implement best practices to improve efficiency and scalability.
- Partner with cross-functional teams (Finance, Marketing, Customer Success) to align GTM strategies.
Executive Communication
- Prepare and present business reviews, forecasts, and recommendations to senior leadership for your supported teams.
- Demonstrate strong executive presence and influence across the organization.
Qualifications:
- 3-5 years in Sales Operations, Revenue Operations, or related analytical roles within SaaS.
- Proficiency in CRM systems (Salesforce preferred).
- Strong skills in data visualization tools (Tableau, Power BI) and planning platforms (Anaplan or similar).
- Advanced analytical and financial modeling capabilities.
- Excellent communication and presentation skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Bachelor's degree in Business, Finance, Economics, or related field
Top Skills
Anaplan
Power BI
Salesforce
Tableau
Similar Jobs at DFIN CLM TEST
3D Printing
The Director of Product Management leads product innovation and execution, drives team collaboration, and aligns product strategies with business goals while ensuring compliance and customer satisfaction.
Top Skills:
AgileAuditB2B SaasComplianceFintechRegtechRisk
3D Printing
The ActiveDisclosure Solutions Engineer demonstrates and aligns customer needs with the ActiveDisclosure platform, providing consultative guidance and supporting sales efforts and client education.
Top Skills:
ActivedisclosureAdvanced Ms ExcelMS Office
3D Printing
The Product Manager will manage the product backlog, collaborate with cross-functional teams, and ensure product outcomes align with customer needs and business goals.
Top Skills:
Agile Development ToolsAha!Azure DevopsB2B SaasJIRA
What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
