Sales Operations Lead

Role Overview

• Design, document, and implement scalable sales workflows from lead intake through close and handoff to delivery
• Build and maintain CRM architecture, opportunity stages, forecasting inputs, dashboards, and reporting standards
• Establish pipeline governance, sales documentation standards, and operational best practices
• Develop reporting and visibility into pipeline health, deal movement, forecasting, and sales performance
• Identify operational bottlenecks and implement process improvements to improve efficiency and scalability
• Participate in sales calls, discovery conversations, and deal progression activities as needed
• Support opportunity strategy, proposal coordination, contract routing, and deal tracking
• Help ensure opportunities move consistently through the pipeline with clear ownership and follow-up
• Collaborate with leadership to reduce founder dependency in day-to-day sales execution
• Administer and maintain sales compensation structures, rules, and tracking mechanisms defined in partnership with leadership and finance
• Track bookings and commissionable events and ensure accuracy in reporting
• Support transparency and consistency in compensation-related processes
• Partner with leadership, finance, delivery, marketing, and partner managers to support the full revenue lifecycle
• Improve alignment between marketing-generated opportunities, sales follow-up, and pipeline visibility
• Ensure smooth transition from closed sales to consulting delivery through clear documentation and expectations

Requirements

• 5+ years of experience in sales operations, revenue operations, business development, or related sales support leadership roles
• Experience building or optimizing CRM systems, pipeline processes, and sales workflows
• Experience supporting or participating in B2B sales environments, preferably within consulting, professional services, SaaS, or technology organizations
• Strong understanding of sales process management, forecasting, pipeline discipline, and opportunity progression
• Comfort participating in client-facing sales activities and supporting active deal movement
• Strong analytical, organizational, and process design capabilities
• Excellent written and verbal communication skills
• Ability to operate independently in an evolving, growth-oriented environment.