Operations Manager

Systemized Sales (Previously Automated Revenue); Mexico; On-site; PHP 558,000 - 781,200; Full time

Job summary

Systemized Sales (Previously Automated Revenue) is looking for a Sales Operations Manager based in Pampanga, Mexico. This role acts as the operational backbone for client relationships, overseeing revenue tracking, project execution, and acting as a trusted advisor to clients.

The ideal candidate should have 3-5 years of experience with CRM systems, project management skills, and a proactive approach to problem-solving. The position requires strong communication skills and a tech-savvy mindset.

Qualifications

• 3-5 years of hands-on experience with CRM systems, preferably Go High Level.
• Proven track record of managing projects from initiation to delivery.
• Ability to troubleshoot and collaborate with technical teams.

Responsibilities

• Monitor client communications and escalate needs.
• Reconcile revenue dashboards for accuracy.
• Manage ClickUp workflows and onboarding checklists.

Skills

CRM systems

Project management

Automation design

Client relationship management

Technical collaboration

Tools

Google Sheets

Excel

ClickUp

Job description

The Sales Operations Manager is the operational backbone of our client relationships. You'll serve as the primary point of contact for assigned accounts, overseeing revenue tracking, payment reconciliation, and day-to-day project execution. Your job is to keep projects on track, surface risks early, and ensure clients feel confident in our delivery.

This isn't a purely technical role—you won't be building complex automations from scratch—but you will maintain a working knowledge of our workflows and tools, partnering closely with our Solutions Engineers to implement technical changes. You'll blend proactive client advisory with structured project management, acting as both a trusted advisor and an execution driver.

What You'll Do Daily

• Monitor client communications hourly to catch requests, blockers, and escalation needs
• Reconcile revenue dashboards daily to ensure payments and commissions are accurate
• Review project boards to track deadlines, elevate risks, and keep work moving
• Troubleshoot workflow issues and collaborate with technical teams on fixes
• Provide proactive client updates and maintain strong relationships

Key Responsibilities

• Client Leadership: Be the go-to operational contact, convert meetings into action items, and advise on process improvements
• Financial Oversight: Monitor payments, validate subscriptions, and ensure revenue data is accurate across dashboards
• Project Execution: Manage ClickUp workflows, coordinate with team members, and run onboarding checklists with precision
• Technical Collaboration: Stay current on pipelines and automations, perform light troubleshooting, and partner with technical teams for system enhancements
• Documentation: Keep dashboards synced, manage client knowledge bases, and deliver clear performance reports

Who You Are

• CRM Expert: You bring 3-5 years of hands‑on experience with CRM systems (Go High Level experience is a huge plus) and know how to design and implement automations that streamline sales and operational processes.
• Project Driver: You have a proven track record of managing projects end-to-end—from initiation through delivery and optimization—and you push projects through to completion with grit and determination.
• Owner & Problem‑Solver: You take full ownership of your work, unblock yourself when challenges arise, and thrive in ambiguous environments where you need to figure things out as you go.
• Resilient & Tenacious: You have the grit to tackle tough problems, persist through obstacles, and maintain high standards even when the path forward isn't clear.
• Tech‑Savvy: You love technology, are comfortable learning new tools quickly, and actively use tech to optimize your workflows and make your job more efficient.

Preferred Experience

• Experience working in a client-facing environment, managing relationships and delivering exceptional service
• Experience with sales pipeline design and sales process design
• Familiarity with API-based integrations.
• Strong working knowledge of Google Sheets or Excel, or other data tools.
• Experience designing, building, and maintaining automations is a huge plus