Own and manage core sales operations processes, including pipeline management, opportunity tracking, and forecasting cadence (weekly, monthly, quarterly, annual)
Establish and enforce standardized sales processes, definitions, and workflows to ensure consistency and data integrity across the sales organization
Partner with Revenue Operations and Business Systems to optimize CRM (Salesforce) processes, reporting structures, and system adoption
Monitor pipeline health, including stage progression, conversion rates, and deal velocity, to ensure accurate visibility into business performance
Support sales goal setting and quota allocation processes, ensuring alignment to revenue targets and organizational priorities
Identify process gaps and inefficiencies, driving continuous improvement initiatives to increase scalability and seller productivity
Lead the sales forecasting process, ensuring accuracy, consistency, and transparency through disciplined pipeline inspection and risk assessment
Develop and maintain standardized reporting and dashboards that provide visibility into pipeline, bookings, revenue, and key performance metrics
Requirements
6+ years of experience in Sales Operations, Revenue Operations, Strategy, or Sales Analytics
Strong analytical skills with experience in forecasting, financial modeling, and pipeline management
Advanced proficiency in Excel, PowerPoint, and CRM systems (e.g., Salesforce); familiarity with BI tools such as Tableau or SQL preferred
2+ years of leadership experience, directly managing a team member