Sales & Business Operations Manager

Trilagen is an AI-native consulting firm based in Bethesda, MD specializing in AI Agent Engineering, Cloud, and Identity Security. The Sales & Business Operations Manager will support the President in managing sales operations and serve as the operational backbone for the consulting team, overseeing processes that ensure effective sales motion and business operations.

Responsibilities:

• CRM management — set up and maintain CRM (Salesforce), log all opportunities, meetings, and next steps. Keep the pipeline documented, visible, and accurate for the President and any future sales hires
• Proposal and SOW production — you format, proof, and produce professional proposals and Statements of Work using Trilagen templates
• Meeting scheduling and coordination — schedule prospect and client meetings, manage the sales calendar, handle the back-and-forth with executive assistants at Fortune 500 companies
• Partner portal administration — manage AWS ACE deal registration, Okta Partner Connect portal, SailPoint Navigate portal. Register deals, track referrals, maintain partner compliance
• Pipeline reporting — produce weekly pipeline reports, forecast summaries, and win/loss tracking. Build the reporting infrastructure leadership needs to manage the sales motion
• Sales follow-up coordination — after sales calls, send follow-up emails, schedule next steps, distribute materials, and track action items to completion
• Sales hiring support — when the company hires sales reps, you manage the recruiting logistics: post JDs, screen resumes, schedule interviews, coordinate with recruiters
• Invoicing and accounts receivable — generate client invoices, track payments, follow up on outstanding AR. Coordinate with the CPA on financial reporting
• Consultant onboarding and offboarding — manage the logistics of bringing new consultants onto projects: NDAs, system access, client introductions, equipment, benefits enrollment
• Timesheet and utilization tracking — track billable hours across all consultants, report on utilization rates, flag capacity issues before they become problems
• Contract and SOW management — maintain a central repository of all active client contracts, SOWs, renewal dates, and amendment history. Flag upcoming renewals 60 days out
• Vendor and insurance management — manage vendor relationships, software subscriptions, E&O insurance, general liability, and compliance documentation
• Conference and event logistics — coordinate attendance at AWS re:Invent, SailPoint Navigate, Oktane, and industry events. Registrations, travel, booth logistics, follow-up lists
• HR administration — benefits administration, PTO tracking, performance review scheduling, and general people operations for a small team
• Office of the President — handle executive travel, board prep, investor materials, and any operational tasks that need to be executed quickly and reliably