Sales Operations Lead - CRM, Forecasting & Insights (Hybrid)

Sodali & Co; Stamford (CT); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Equal Opportunities Employer

Inclusive work environment

Job summary

A global capital markets advisory firm is seeking a Sales Operations Manager to lead efforts in scaling sales and revenue operations in North America. This role involves collaborating with senior leaders, managing Sales Force as a CRM, and ensuring accurate opportunity tracking. With a hybrid work model, the ideal candidate will have at least 3 years of experience in Sales Ops and exemplary communication skills. Competitive compensation and an inclusive work environment are offered.

Qualifications

• Minimum of 3 years of experience in sales ops, client finance, or a related role.
• Proven experience managing client budgets, forecasts, and financial reports.
• Ability to work collaboratively with senior practitioners in a fast-paced environment.

Responsibilities

• Lead Sales Ops efforts in North America and strengthen revenue operations.
• Produce regular pipeline reports, dashboards, and actionable insights for leadership.
• Partner with Finance leadership to produce Annual Budget and reforecasts.

Skills

SalesOps management

Communication skills

Analytical skills

Attention to detail

Collaboration

Education

Bachelor's degree in Finance, Accounting, Business Administration, or a related field

Tools

Salesforce

NetSuite

Excel

Job description

A global capital markets advisory firm is seeking a Sales Operations Manager to lead efforts in scaling sales and revenue operations in North America. This role involves collaborating with senior leaders, managing Sales Force as a CRM, and ensuring accurate opportunity tracking. With a hybrid work model, the ideal candidate will have at least 3 years of experience in Sales Ops and exemplary communication skills. Competitive compensation and an inclusive work environment are offered.