Manager - Sales Ops/Finance

KBW Financial Staffing & Recruiting; Beverly (MA); On-site; USD 140,000 - 160,000; Full time

Job summary

KBW Financial Staffing & Recruiting seeks a Manager of Sales Operations – Americas for a growing organization in Beverly, MA. This cross-functional role improves sales operations across the Americas, partnering with Sales, Marketing, Finance, Customer Service and Operations to drive efficiency and revenue growth.

The ideal candidate brings 5+ years in Sales/Revenue Operations, experience in medical device or healthcare sectors, advanced Excel and Power BI skills, and a data-driven mindset to

Qualifications

• Bachelor’s degree in Business, Finance, or a related field.
• 5+ years of experience in Sales Operations, Commercial Operations, Revenue Operations, Finance, or Sales Analytics.
• Experience in medical device, healthcare, life sciences, or regulated B2B environments.
• Advanced Excel and analytical skills; Power BI proficiency.

Responsibilities

• Build and maintain sales performance dashboards and forecasting models.
• Partner with Sales and Finance on forecasting, quota planning, pricing, and revenue analysis.
• Monitor key metrics: bookings, revenue, pipeline, win rates, ASP, backlog, CRM adoption.
• Support order-to-cash processes and CRM data integrity.
• Develop insights to support sales strategy and cross-functional initiatives.

Skills

Advanced Excel

Power BI

Data analysis

AI tools

Communication

Project management

Cross-functional

Education

Bachelor’s degree in Business/Finance

Tools

Copilot

AI-enabled tools

Job description

Beverly , Massachusetts Perm 140000 Sep 3, 2026 $140000.00 - $160000.00

Manager of Sales Operations – Americas (Finance)

KBW Financial Staffing & Recruiting has partnered with a growing organization that is seeking a Manager of Sales Operations – Americas to support its commercial sales organization. This is a highly cross-functional role focused on improving the effectiveness, efficiency, and scalability of sales operations across the Americas.

The ideal candidate will bring a combination of strong analytical and commercial operations experience, ideally within the medical device, healthcare, or life sciences industry. This individual will partner closely with Sales, Marketing, Finance, Customer Service, and Operations while owning key processes across forecasting, reporting, CRM data, sales enablement, and order-to-cash support.

Responsibilities:

• Build and maintain sales performance dashboards, pipeline reporting, forecasting models, and executive-level commercial analytics
• Partner with Sales leadership and Finance on forecasting, quota planning, territory alignment, sales compensation inputs, pricing analysis, and revenue performance
• Monitor and analyze key commercial metrics, including bookings, revenue, pipeline conversion, win rates, average selling price, backlog, quote turnaround time, and CRM adoption
• Support order-to-cash processes, including reviewing orders for completeness and coordinating issue resolution across Customer Service, Finance, and Operations
• Assist with customer quotations, proposals, RFP responses, contract documentation, and other sales support materials
• Maintain CRM data integrity and identify opportunities to improve sales processes, reporting, and commercial visibility
• Support sales onboarding, training, process communication, and field sales enablement across territories
• Develop actionable insights from commercial data to support sales strategy and decision-making
• Partner cross-functionally to improve processes and ensure timely execution of commercial initiatives
• Ensure sales operations processes align with company policies, quality standards, and applicable medical device compliance requirements

Qualifications:

• Bachelor’s degree in Business, Finance, or a related field
• 5+ years of experience in Sales Operations, Commercial Operations, Revenue Operations, Finance, or Sales Analytics
• Experience within medical device, healthcare, life sciences, or another regulated B2B environment
• Advanced Excel and analytical skills
• Experience with Power BI, Copilot, and other AI-enabled solutions
• Strong understanding of sales forecasting, pipeline management, territory planning, pricing support, and sales performance reporting
• Ability to translate complex data into actionable commercial insights
• Strong communication, project management, and cross-functional partnership skills
• Ability to effectively manage multiple priorities in a fast-paced, continuously evolving environment