Associate Manager, Sales Operations - AZ

nerdwallet; United States; Hybrid; USD 90,000 - 130,000; Full time

Job summary

NerdWallet Small Business is seeking an Associate Manager, Sales Operations to lead core SMB sales processes, including lead routing, commissions, and revenue reconciliation. You will manage a small team, partner with Sales Leadership, Finance, Payroll, and cross-functional teams, and own critical operational workflows to drive accuracy and scalability.

This role combines hands-on leadership with process improvement, owning data integrity in Salesforce, developing KPIs, and delivering reliable

Qualifications

• Experience leading a small team of analysts.
• Strong knowledge of lead routing, commissions, and revenue reconciliation.
• Experience with Salesforce and sales tech administration.
• Ability to translate business requirements into operational solutions.
• Excellent cross-functional collaboration.

Responsibilities

• Oversee lead routing design and assignment rules.
• Manage monthly commission payouts and audits.
• Oversee revenue reconciliation with Salesforce and Finance.
• Develop KPIs, dashboards, and reporting tools.
• Coach and develop 1–2 Sales Operations Analysts.
• Administer and optimize Salesforce configuration and data integrity.
• Drive process improvements across key SMB sales processes.
• Collaborate with Sales, Finance, Payroll, HR, Product, and Engineering.
• Ensure scalable, reliable operations and documentation.

Skills

Sales analytics

Salesforce

Leadership

Cross-functional collaboration

Process improvement

Data reconciliation

Tools

Salesforce

Excel

CRM

Job description

At NerdWallet Small Business, we're on a mission to bring clarity to all of life's financial decisions and every great mission needs a team of exceptional Nerds. We've built an inclusive, flexible, and candid culture where you're empowered to grow, take smart risks, and be unapologetically yourself (cape optional). Whether remote or in-office, we support how you thrive best. We invest in your well-being, development, and ability to make an impact because when one Nerd levels up, we all do.

The Associate Manager, Sales Operations is responsible for managing the core operational processes that support NerdWallet's SMB Sales organization, including lead routing, sales commissions, revenue reconciliation, sales performance management, and sales technology administration. This role leads a small team of Sales Operations Analysts and partners closely with Sales Leadership, Finance, Accounting, Payroll, and cross-functional stakeholders to ensure accurate, efficient, and scalable sales operations. The Associate Manager serves as the accountable owner of critical operational processes, identifies opportunities for continuous improvement, and delivers reliable data and insights that support sales performance, revenue integrity, and informed business decisions.

The Associate Manager, Sales Operations serves as a hands-on people leader and operational partner responsible for the accuracy, effectiveness, and continuous improvement of key SMB Sales processes. This role is embedded within the Sales team (in office) and will manage and develop 1-2 Sales Operations Analysts, establish team priorities, and provide coaching and performance feedback to support consistent execution and professional growth. Working closely with Sales Leadership and cross-functional partners, the Associate Manager translates business requirements into operational solutions, exercises sound judgment in resolving complex issues, and maintains effective processes and controls that support the sales organization. The role balances day-to-day operational accountability with process improvements, demonstrating ownership, collaboration, and a commitment to delivering reliable results.

This role reports to the Director, Sales Operations.

Where you can make an impact:

Accountable for lead routing and assignment processes across Originations and Renewals, including designing, maintaining, and optimizing routing logic and assignment rules to ensure timely, accurate, and equitable lead distribution. Monitor speed-to-lead, distribution balance, and conversion performance, and resolve routing issues that may impact revenue.

Manage sales commission administration, including calculating, validating, and finalizing monthly commission payouts in accordance with approved compensation plans. Partner with Finance, Accounting, and Payroll to ensure accurate and timely processing, investigate commission discrepancies, and resolve disputes while maintaining appropriate documentation and audit controls.

Oversee sales and revenue reconciliation processes by validating closed and funded transactions, revenue data, and partner information against Salesforce and Finance records. Identify and resolve discrepancies, document adjustments, and ensure the integrity of reported sales results and related compensation calculations.

Manage sales performance reporting and analytics, including developing and maintaining individual and team KPIs, dashboards, and reporting tools. Analyze attainment, activity, conversion, and quality metrics to provide actionable insights that inform sales coaching, performance management, and capacity planning.

Lead and develop a team of Sales Operations Analysts by establishing priorities, assigning and reviewing work, providing ongoing coaching and performance feedback, conducting regular one-on-one meetings, and supporting employee development. Ensure accurate and timely delivery of operational support and provide hands-on coverage when necessary.

Administer and optimize the sales technology stack, including Salesforce configuration, user access, permissions, fields, workflows, system changes, and data integrity. Coordinate with vendors and internal stakeholders to resolve technical issues, maintain operational continuity, and recommend improvements that support business scalability.

Drive continuous process improvement by identifying inefficiencies, operational risks, and opportunities to strengthen workflows across lead routing, commission administration, reconciliation, and reporting. Develop and maintain standard operating procedures, documentation, and internal controls to improve consistency, accuracy, and efficiency.

Partner cross-functional with Sales, Finance, Accounting, Payroll, HR, Product, Engineering, and partner-facing teams to support operational initiatives, system enhancements, and business changes. Communicate risks, provide recommendations, and facilitate alignment on priorities and solutions.

Physical and Mental Req