Sales Operations Lead: Forecasting, Dashboards & Ops Design

Travel Staff; Los Angeles (CA); On-site; USD 120,000 - 190,000; Full time

Job summary

Travel Staff is seeking a hands-on Sales Operations Manager to build the backbone for a four-region sales org. You’ll own systems, reporting, and operating infrastructure to support ~30 BDMs and VP of Sales, driving better forecasting and standardized processes.

You’ll partner across Marketing, Finance, Product, Technology, and Ops to diagnose problems and implement practical solutions, ensuring adoption and compliance.

Qualifications

• Experience with pipeline management, forecasting, territory or account assignment.
• Ability to translate business needs into clear processes and system requirements.
• Strong project-management with cross-functional initiatives from definition through adoption.
• Excellent written and verbal communication, including influencing leaders without direct authority.
• Bachelor's degree or equivalent practical experience.

Responsibilities

• Refine and maintain sales KPIs and standardize scorecards at multiple levels.
• Produce account-level forecasts and actionable target lists.
• Build repeatable materials and action tracking for reviews and planning.
• Serve as the Sales business owner for HubSpot processes, data standards, workflows, and dashboards.
• Partner with Technology on HubSpot configuration, integrations, testing, and data reconciliation.
• Reduce manual reporting through standardized data models, automation, and self-service dashboards.
• Support territory, capacity, quota, and sales-compensation planning with leadership and Finance.
• Build and maintain onboarding infrastructure, the Sales Playbook, and performance evaluations.

Skills

Analytics

Excel

Sales Operations

Forecasting

Process design

Cross-functional

HubSpot

Education

Bachelor's degree

Tools

HubSpot

Power BI

Tableau

Looker

SQL

Job description

Travel Staff is seeking a hands-on Sales Operations Manager to build the backbone for a four-region sales org. You’ll own systems, reporting, and operating infrastructure to support ~30 BDMs and VP of Sales, driving better forecasting and standardized processes.

You’ll partner across Marketing, Finance, Product, Technology, and Ops to diagnose problems and implement practical solutions, ensuring adoption and compliance.