Sales Operations Lead: Quote-to-Cash & Process Optimizer

NRI North America; United States; Remote; USD 80,000 - 92,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

Life insurance

Health/Dependent Care Flexible Spend

401(k) Plan

Short-Term Disability

Long-Term Disability

Generous vacation

Flex time off

Company paid holidays

Training and development opportunities

Job summary

NRI North America is seeking a Manager, Sales Operations Support to lead a team delivering client-facing quotes, order bookings, and post-sales support across North America. You will guide process improvements, ensure SLA alignment, and coordinate cross-functional escalation handling with Sales, Presales, and Finance.

The role requires deep experience in quote-to-cash workflows, Salesforce ecosystem, and strong leadership with a focus on efficiency and accuracy in a dynamic, client-facing

Qualifications

• Bachelor’s degree in business administration, Sales, Marketing, or a related field.
• 3-5 years of leadership experience.
• Excellent written and verbal communication skills.
• Comprehensive understanding of standard quote to cash business processes.
• Strong working knowledge of Salesforce, Salesforce Service Cloud, Salesforce CPQ, and service request management systems (Zendesk, ServiceNow, etc.).
• Process Expert: Strong process management skills and financial acumen.
• Excellent analytical and problem-solving skills.
• 5+ years of experience with quote-to-cash workflow for consulting services, managed services, software as a service (SaaS), and infrastructure solutions.
• Proficient in Salesforce and Microsoft Office (Outlook, Excel, Word and PowerPoint).

Responsibilities

• Lead a team of Sales Operations Support Specialists which supports NRI’s Account Executives by providing client-facing quotes, booking orders, and addressing post-sales requests as appropriate.
• Coach Sales Operations Support Specialists on NRI and partner business processes and answer day to day questions
• Distribute incoming requests in service request management system, ensuring appropriate and efficient division of labor, meeting service level agreements (SLAs)
• Provide occasional overflow support as necessary.
• Proactively review and escape aging requests to ensure SLA compliance.
• Coordinate time off requests and coverage for team members, ensuring adequate coverage for business operations.
• Ensure new orders are booking accurately and based on complete required information according to NRI standard business processes, and according to SLAs.
• Coordinate month end booking process, ensuring that all targeted orders are booked on time.
• Address initial escalation requests from internal and external clients including Sales, Application Solution and Design (presales engineering), and Finance teams, both for old business and new business
• Assist Sales Operations Support Specialists in directing out of scope requests to appropriate Core or partner teams to ensure requests are addressed.
• Understand the industry environment.
• Attend both internal and external meetings as needed (typically via Microsoft Teams or Cisco Webex with camera on)
• Participate in online training sessions provided by our key partners as appropriate.
• Represent and deliver on NRI goals, mission and values.
• Continually looking for ways to maximize efficiency and better meet the needs of our clients, recommending process improvements and assisting in change management activities associated with business process changes that impact the team.

Skills

Leadership

Written and verbal communication

Process management

Financial acumen

Analytical thinking

Problem solving

Education

Bachelor’s degree in Business Administration or related field

Tools

Salesforce

Salesforce Service Cloud

Salesforce CPQ

Zendesk

ServiceNow

Job description

NRI North America is seeking a Manager, Sales Operations Support to lead a team delivering client-facing quotes, order bookings, and post-sales support across North America. You will guide process improvements, ensure SLA alignment, and coordinate cross-functional escalation handling with Sales, Presales, and Finance.

The role requires deep experience in quote-to-cash workflows, Salesforce ecosystem, and strong leadership with a focus on efficiency and accuracy in a dynamic, client-facing