Sales Operations Manager

Insight Global; Stamford (CT); On-site; USD 120,000 - 160,000; Full time

Job summary

Insight Global is seeking a Commercial Operations Analytics & Salesforce Manager to drive data-driven decision making across the commercial organization. You will own Salesforce strategy, develop dashboards and KPIs, and partner with Sales, Finance, and Operations to improve forecasting and operational efficiency.

The role requires strong analytical skills, Salesforce expertise, and a track record of delivering actionable insights to support business growth.

Qualifications

• Bachelor's degree in Business Analytics, Finance, Data Science, Business Administration, or related field.
• 7+ years of experience in analytics, reporting, forecasting, or BI.
• Experience as Salesforce business owner or CRM lead in a commercial org.
• Proven ability to build reporting frameworks and forecasting models.
• Strong knowledge of Salesforce reporting, dashboards, objects, relationships, and data governance.

Responsibilities

• Own and manage Salesforce platform as business lead, ensuring data integrity and alignment with objectives.
• Develop dashboards, reports, and KPIs for sales, forecasting, and operations.
• Lead forecasting, planning, and scenario modeling with Sales, Finance and Operations.
• Partner with leadership to establish KPIs and drive data-driven decisions.
• Translate complex data into actionable recommendations for stakeholders.
• Improve reporting processes, CRM workflows, and operational efficiency.
• Collaborate with IT to optimize Salesforce-ERP-BI integrations.
• Design and maintain Salesforce reporting architecture for forecasting and executive reporting.

Skills

Salesforce

Dashboards

Forecasting

Data governance

Excel

SQL

Power BI/Tableau

ERP integrations

Stakeholder influence

Education

Bachelor's degree in Business Analytics/Finance/Data Science

Tools

Salesforce

Power BI

Tableau

ERP systems

Job description

Our client is seeking a Commercial Operations Analytics & Salesforce Manager to drive data-driven decision making across the commercial organization. This role owns reporting, forecasting, analytics, and Salesforce (SFDC) strategy, ensuring the CRM serves as the single source of truth for pipeline, revenue, customer, and operational data. The ideal candidate will combine strong analytical capabilities with Salesforce expertise to deliver actionable insights, improve commercial processes, and support business growth. Key Responsibilities Own and manage the Salesforce platform as the business lead, ensuring data integrity, adoption, and alignment with commercial objectives. Develop and maintain dashboards, reports, and KPIs that provide visibility into sales performance, pipeline health, forecasting, and operational effectiveness. Lead forecasting, planning, and scenario modeling activities in partnership with Sales, Finance, and Operations leaders. Partner with executive leadership to establish key performance metrics and drive a data-driven decision-making culture. Serve as the primary point of contact for reporting, analytics, and commercial performance insights. Translate complex data into clear, actionable recommendations for business stakeholders. Identify opportunities to improve reporting processes, CRM workflows, and operational efficiency. Collaborate with IT and cross-functional teams to optimize integrations between Salesforce, ERP, BI platforms, and other business systems. Define and enforce CRM data governance standards, including opportunity stages, naming conventions, field requirements, and reporting structures. Translate commercial business processes into scalable Salesforce workflows and system enhancements. Drive Salesforce adoption through training, documentation, change management, and ongoing user support. Design and maintain Salesforce reporting architecture to support forecasting, territory management, pipeline visibility, and executive reporting.

• Bachelor's degree in Business Analytics, Finance, Data Science, Business Administration, or a related field.
• 7+ years of experience in analytics, reporting, financial planning, commercial operations, or business intelligence.
• Experience serving as a Salesforce business owner, power user, or CRM lead within a commercial organization.
• Proven track record building reporting frameworks, forecasting models, and performance measurement systems.
• Strong knowledge of Salesforce reporting, dashboards, objects, relationships, and data governance best practices.
• Experience translating business requirements into CRM enhancements and workflow improvements.
• Advanced Excel and financial modeling skills. Proficiency with SQL and business intelligence tools such as Power BI or Tableau.
• Experience working with ERP systems and enterprise data integrations.
• Strong communication skills with the ability to influence stakeholders at all levels.
• Experience within waste management, logistics, transportation, or service-based industries preferred.