Sales Operations, Manager

Baker Tilly Advisory Group, LP; Nashville (TN); Hybrid; USD 86,000 - 135,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking an experienced Sales Operations Manager to lead reporting, analytics, data management, and forecasting for the Southeast geography. You will partner with regional leadership to drive efficiency, develop executive-ready presentations, and improve sales processes across functions.

The role requires strong analytics, collaboration with senior leaders, and the ability to influence cross-functional teams in a remote or hybrid setup.

Qualifications

• Bachelor's degree in Business, Finance, or related field.
• 5 years of experience in sales operations or a related role.
• Experience partnering with and influencing senior leaders.
• Strong proficiency in CRM tools, Salesforce preferred.
• Excellent analytical and business judgment skills.
• Advanced proficiency in Microsoft Excel and MS Office applications.
• Power BI experience preferred.

Responsibilities

• Own regional reporting and analytics.
• Collect, analyze, and interpret sales data to provide actionable insights and guide decision-making.
• Monitor KPIs, identify trends and opportunities, and advise regional leadership.
• Communicate sales trends, risks, and process improvements to senior leadership.
• Serve as the Salesforce and Power BI SME, guiding data quality and end-user features.
• Maintain territory mappings and sales team memberships.
• Oversee sales-related expense reporting and align with budgets and targets.
• Document and improve regional sales processes for consistency and scale.
• Coordinate across sales operations, enablement, marketing, finance, and data analytics teams.

Skills

Sales operations

Data analytics

Cross-functional collaboration

CRM systems (Salesforce)

Power BI

Excel

Education

Bachelor's degree in Business, Finance, or related field

Tools

Salesforce

Power BI

Job description

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Job Description

We are seeking an experienced Sales Operations Manager to join our expanding team and lead sales operations support for the Southeast Geography region. In this role, you will own and drive reporting and analytics, data management, sales performance, forecast reporting and analysis, sales processes, development of presentation materials, and expense management. You will partner with regional leadership to translate data into actionable insights, strengthen sales processes, and improve overall sales efficiency and drive our business forward. The ideal candidate will have a strong background in sales operations, excellent analytical and communication skills, and the ability to influence and collaborate across functions. Must be detail-oriented, a strategic thinker, and bring a proactive, solutions-oriented approach to the position. This role will report into the Professional Sales Organization while serving as a key sales operations partner to the region.

Responsibilities

• Own regional reporting and analytics.
• Collect, analyze, and interpret sales data to provide actionable insights, identify business trends, and guide decision‑making.
• Own the ongoing review of key performance indicators (KPIs), identify performance trends and areas for improvement, and recommend actions to regional leadership.
• Act as a trusted sales operations partner to senior leadership by proactively communicating sales trends, performance metrics, risks, process improvement opportunities, and gaps in sales reporting and forecasting.
• Serve as the regional Salesforce and Power BI subject matter expert (SME), providing guidance on data, system functionality, business processes, and advanced end‑user features and helping drive consistent adoption and use.
• Own regional Salesforce data quality by identifying root causes of accuracy and completeness issues, partnering with stakeholders on resolution, and driving adherence to data hygiene best practices.
• Ensure territory and target mappings, sales team membership, and other sales‑related categorizations are maintained accurately and kept current as changes occur.
• Oversee sales‑related expense reporting and analysis, identify variances or risks, and partner with leadership and Finance to support alignment with budgets and financial targets.
• Lead the documentation, standardization, and continuous improvement of regional sales processes to increase consistency, efficiency, and scalability.
• Lead cross‑functional coordination with sales operations, sales enablement, marketing and client experience, finance, data analytics, and other growth strategy teams to align priorities, resolve issues, and achieve common business goals.
• Develop executive‑ready presentations and recommendations that clearly communicate key insights, strategies, risks, and performance metrics to senior stakeholders.

Qualifications

• Bachelor's degree in Business, Finance, or a related field required
• 5 years of experience in sales operations or a related role required, including experience independently owning complex workstreams or regional business support.
• Demonstrated experience partnering with and influencing senior leaders through proactive, clear, and concise communication.
• Strong proficiency in CRM tools, Salesforce preferred.
• Excellent analytical and business judgment skills, with the ability to interpret complex data, identify implications, and provide strategic recommendations.
• Advanced proficiency in Microsoft Excel, with solid working proficiency in Word, PowerPoint, Outlook, and other Microsoft Office applications.
• Power BI experience preferred, with advanced proficiency navigating and interacting with reports, including bookmarks, personalization, multi‑select and cross‑filtering, advanced filtering, exporting and analyzing data, and other end‑user functionality.
• Ability to maintain data integrity, consistency, and quality in a fast‑paced environment.
• Must have strong written and verbal communication skills, with the ability to explain complex concepts clearly and effectively, influence stakeholders, and operate with a strong sense of urgency and initiative.
• Proven ability to lead multiple projects and workstreams simultaneously while managing priorities, commitments, and deadlines.
• Exceptional organizational and time‑management skills.
• Ability to work in a remote or hybrid environment.

The pay rate range for this job position are listed below. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant's skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.The national pay rate range is $85,800 - 135,000#LI-AC1