Sales Operations, Manager

Baker Tilly US; Irvine (CA); Hybrid; USD 80,000 - 110,000; Full time

Job summary

An established industry player is seeking a Sales Operations Manager to enhance sales efficiency and drive business growth. This role involves critical responsibilities such as data management, sales performance analysis, and forecasting, all aimed at supporting the Western Geography region. The ideal candidate will possess a strong background in sales operations, excellent analytical skills, and the ability to collaborate effectively across teams. If you're detail-oriented and a strategic thinker, this opportunity offers the chance to make a significant impact in a dynamic environment.

Qualifications

• 7+ years of experience in sales operations or a related role.
• Strong proficiency in CRM tools, especially Salesforce.
• Excellent analytical skills for interpreting complex data.

Responsibilities

• Support business with reporting and analytics, providing actionable insights.
• Create compelling presentations to communicate key insights to stakeholders.
• Collaborate with cross-functional teams to achieve business goals.

Skills

Sales Operations

Analytical Skills

Salesforce

Pipeline Management

Revenue Forecasting

Communication Skills

Organizational Skills

Education

Bachelor’s degree in Business

Bachelor’s degree in Finance

Tools

Salesforce

Power BI

Microsoft Office Suite

Job description

Join to apply for the Sales Operations, Manager role at Baker Tilly US

Job Description

We are seeking an experienced Sales Operations Manager to join our expanding team and support the Western Geography region. In this role, you will focus on reporting and analytics, data management, sales performance, forecasting, development of presentation materials, sales processes, and expense management. Your expertise will help improve overall sales efficiency and drive our business forward. The ideal candidate will have a strong background in sales operations, excellent analytical skills, and the ability to work collaboratively with cross-functional teams. Must be detail-oriented, a strategic thinker, and bring a proactive approach to the position. This role will report into the Professional Sales Organization while supporting the region.

Responsibilities

1. Support the business with reporting and analytics. Collect, analyze, and interpret sales data to provide actionable insights and support decision-making.
2. Monitor key performance indicators (KPIs) to track sales performance and identify areas for improvement.
3. Create and design compelling presentations that effectively communicate key insights, strategies, and performance metrics to stakeholders.
4. Manage sales data, ensuring accuracy and completeness in Salesforce. Reinforce data hygiene best practices.
5. Serve as a Salesforce data subject matter expert (SME) for the region you support, with a deep understanding of coding and system functionalities.
6. Collaborate with leadership to develop and refine sales and revenue forecasts leveraging Salesforce reporting and Power BI boards.
7. Monitor sales-related expenses, ensuring alignment with budgets and financial targets.
8. Create and maintain comprehensive documentation of sales processes to ensure consistency and efficiency.
9. Assist in the territory planning and/or target setting process as needed. Ensure territory maps, account assignments, and targets are maintained properly.
10. Foster effective cross-functional collaboration by working closely with sales ops, marketing, finance, and other growth strategy teams to achieve common business goals.
11. Proactively communicate with senior leadership on sales trends, performance metrics, process improvements, and gaps in sales reporting and forecasting.

Qualifications

1. Minimum of 7+ years of experience in sales operations or a related role.
2. Experience communicating with senior leaders in a proactive and clear and concise manner.
3. Strong proficiency in CRM tools, Salesforce preferred.
4. Excellent analytical skills with the ability to interpret complex data and provide strategic recommendations.
5. Pipeline management and revenue forecasting experience.
6. Advanced computer skills including superior proficiency in Microsoft Office Suite Applications (Excel, Word, PowerPoint, Outlook, etc.)
7. Experience with Power BI a plus.
8. Ability to maintain data integrity, consistency, and quality in a fast-paced environment.
9. Must have strong communication skills, sense of urgency, and willingness to take initiative.
10. Proven ability to manage multiple projects simultaneously while meeting all commitments and deadlines.
11. Exceptional organizational and time-management skills.
12. Ability to work in a remote or hybrid environment.
13. Bachelor’s degree in Business, Finance, or a related field preferred.