Sales Operations Lead - Southeast Analytics & Salesforce

Baker Tilly; Nashville (TN); Remote; USD 86,000 - 135,000; Full time

Job summary

Baker Tilly is seeking an experienced Sales Operations Manager to join our expanding Southeast Geography team. You will own reporting, analytics, data management, sales performance, forecast reporting and analysis, and expense management.

You will partner with regional leadership to translate data into insights, strengthen sales processes, and drive efficiency. The ideal candidate has a strong background in sales operations, is detail oriented, strategic, and able to influence across functions;

Qualifications

• Bachelor’s degree in Business, Finance, or related field required.
• 5 years of experience in sales operations or related role, incl. owning complex workstreams.
• Experience partnering with and influencing senior leaders through proactive communication.
• Strong proficiency in CRM tools, Salesforce preferred.
• Advanced Excel and PowerPoint proficiency; Power BI experience preferred.

Responsibilities

• Own regional reporting and analytics; collect, analyze, and interpret sales data to provide actionable insights.
• Own ongoing review of KPIs; identify trends and areas for improvement.
• Communicate sales trends, risks, and opportunities to regional leadership.
• Serve as Salesforce and Power BI SME; guide data, processes, and adoption.
• Maintain Salesforce data quality and ensure accurate territory mappings and team membership.
• Oversee sales-related expense reporting and align with budgets and targets.
• Lead standardization and continuous improvement of regional sales processes.
• Coordinate cross-functionally with sales ops, enablement, finance, data analytics and marketing.
• Develop executive-ready presentations and recommendations for senior stakeholders.

Skills

Sales operations

Data analysis

Forecasting

Stakeholder management

CRM tools

Power BI

Excel

Education

Bachelor's degree

Tools

Salesforce

Power BI

Excel

Job description

Baker Tilly is seeking an experienced Sales Operations Manager to join our expanding Southeast Geography team. You will own reporting, analytics, data management, sales performance, forecast reporting and analysis, and expense management.

You will partner with regional leadership to translate data into insights, strengthen sales processes, and drive efficiency. The ideal candidate has a strong background in sales operations, is detail oriented, strategic, and able to influence across functions;