Sales Operations Manager

Jobtailor

Area E (Thornhill)

On-site

CAD 70,000 - 100,000

Full time

14 days+

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Job summary

Jobtailor is seeking a Sales Operations Specialist in Canada to establish and continuously improve end-to-end sales processes, from lead qualification to handoffs and demonstrations. You will act as Zoho CRM administrator, designing workflows, dashboards, and playbooks to support the sales team.

The role requires 3+ years in Sales Operations or CRM roles, strong analytical and documentation skills, and collaboration with cross-functional partners.

Qualifications

3+ years of experience in Sales Operations, Revenue Operations, CRM administration, or a related role.
Proven experience building sales processes, playbooks, CRM workflows, and supporting documentation that sales representatives actively use
Experience supporting BDRs, SDRs, Account Executives, and technical or product demonstration roles
Strong analytical skills, with the ability to use data to identify trends, gaps, bottlenecks, and opportunities for improvement
Excellent documentation skills, with the ability to translate complex processes into clear, practical, and easy-to-follow resources
Highly organized and detail-oriented, with a strong process improvement mindset
Excellent communication and collaboration skills, with the ability to work effectively with sales representatives, cross-functional partners, and leadership
Experience leveraging AI tools to work more efficiently, improve processes, and accomplish more in less time
Zoho CRM certification or deep hands-on experience configuring modules, fields, layouts, workflows, blueprints, automations, and dashboards is considered a strong asset
Familiarity with established sales methodologies, such as MEDDIC, SPIN, Challenger, or similar frameworks, is considered an asset

Responsibilities

Establish, document, and continuously improve sales processes and procedures across the full sales cycle, including lead qualification, discovery, product demonstrations, closing, and handoffs between BDRs, SDRs, Account Executives, and Demo Specialists.
Identify gaps, inefficiencies, and inconsistencies in existing sales processes and implement practical, scalable improvements.
Collaborate with sales representatives and leadership to capture best practices and translate them into repeatable processes, procedures, and tools.
Create and maintain clear standard operating procedures, workflows, and supporting documentation to promote consistent execution across the sales organization.
Act as the primary Zoho CRM subject-matter expert and administrator for the sales team.
Configure and optimize Zoho CRM, including custom modules, fields, layouts, views, workflows, blueprints, automations, and dashboards.
Build guided processes within Zoho CRM that help sales representatives follow the appropriate steps at each stage of the sales cycle.
Establish and enforce standards for pipeline hygiene, CRM usage, data quality, activity tracking, and reporting accuracy.
Develop dashboards and reports that provide clear visibility into pipeline health, sales activity, conversion rates, sales cycle length, and forecast accuracy.
Monitor adoption of sales processes, playbooks, and CRM workflows, identifying where additional training, support, or refinement is needed.

Skills

Sales Operations

Zoho CRM Administration

Process Improvement Mindset

Analytical Skills

Documentation Skills

Education

Zoho CRM Certification

Tools

Zoho CRM

AI Tools

Job description

Establish, document, and continuously improve sales processes and procedures across the full sales cycle, including lead qualification, discovery, product demonstrations, closing, and handoffs between BDRs, SDRs, Account Executives, and Demo Specialists.
Identify gaps, inefficiencies, and inconsistencies in existing sales processes and implement practical, scalable improvements.
Collaborate with sales representatives and leadership to capture best practices and translate them into repeatable processes, procedures, and tools.
Create and maintain clear standard operating procedures, workflows, and supporting documentation to promote consistent execution across the sales organization.
Act as the primary Zoho CRM subject-matter expert and administrator for the sales team.
Configure and optimize Zoho CRM, including custom modules, fields, layouts, views, workflows, blueprints, automations, and dashboards.
Build guided processes within Zoho CRM that help sales representatives follow the appropriate steps at each stage of the sales cycle.
Establish and enforce standards for pipeline hygiene, CRM usage, data quality, activity tracking, and reporting accuracy.
Develop dashboards and reports that provide clear visibility into pipeline health, sales activity, conversion rates, sales cycle length, and forecast accuracy.
Monitor adoption of sales processes, playbooks, and CRM workflows, identifying where additional training, support, or refinement is needed.

Requirements

3+ years of experience in Sales Operations, Revenue Operations, CRM administration, or a related role
Proven experience building sales processes, playbooks, CRM workflows, and supporting documentation that sales representatives actively use
Experience supporting BDRs, SDRs, Account Executives, and technical or product demonstration roles
Strong analytical skills, with the ability to use data to identify trends, gaps, bottlenecks, and opportunities for improvement
Excellent documentation skills, with the ability to translate complex processes into clear, practical, and easy-to-follow resources
Highly organized and detail-oriented, with a strong process improvement mindset
Excellent communication and collaboration skills, with the ability to work effectively with sales representatives, cross-functional partners, and leadership
Experience leveraging AI tools to work more efficiently, improve processes, and accomplish more in less time
Zoho CRM certification or deep hands-on experience configuring modules, fields, layouts, workflows, blueprints, automations, and dashboards is considered a strong asset
Familiarity with established sales methodologies, such as MEDDIC, SPIN, Challenger, or similar frameworks, is considered an asset

Core Competencies

Demonstrates expertise in Sales Operations and CRM Administration, with a strong focus on process improvement, documentation, and data analysis. Proficient in configuring and optimizing Zoho CRM to enhance sales efficiency and effectiveness.

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