Sales Operations Manager

SourceAbility, Inc.; United States; On-site; USD 95,000 - 140,000; Full time

Job summary

SourceAbility, Inc. is seeking a Sales Operations Manager to own and improve the end-to-end operational workflows behind sales, procurement, vendor management, order processing, and billing.

The role blends daily execution with building scalable, documented processes across the quote-to-cash lifecycle and ongoing handoffs to service delivery and invoicing. You will lead cross-functional improvements and training as volume grows.

Qualifications

• Five or more years of experience in sales operations, procurement, purchasing, order management, billing operations, or related function.
• Experience managing quote-to-cash or order-to-cash workflows.
• Demonstrated ability to improve, document, and implement business processes, including SOPs and workflow automation.
• Strong attention to detail and ability to manage multiple active workflows.
• Ability to work independently, make sound operational decisions, and escalate material issues appropriately.
• Strong written and verbal communication skills.
• Experience using CRM, PSA, accounting, quoting, purchasing, or related business systems.

Responsibilities

• Manage quoting from customer request through approval.
• Prepare quotes for hardware, software, managed services, and professional services.
• Evaluate supplier pricing, availability, and lead times.
• Review quotes for accuracy, margin, terms, and approvals.
• Track open quotes through close or expiration.
• Convert approved quotes into sales and purchase orders.
• Place hardware, software, licensing, warranty, subscription, and service orders.
• Verify products, quantities, pricing, and delivery details before ordering.
• Track fulfillment, shipments, backorders, and license renewals or activations.
• Resolve pricing discrepancies and vendor-related delays.
• Coordinate sales, fulfillment, service delivery, and billing workflows.
• Maintain accurate billing information across business systems.
• Manage invoicing, recurring billing, and reconciliation.
• Resolve discrepancies and prevent billing delays or missed charges.
• Maintain relationships with vendors, distributors, and manufacturers.
• Coordinate pricing requests, deal registrations, renewals, and licensing.
• Manage vendor and distributor portal administration.
• Resolve vendor service, pricing, and fulfillment issues.
• Own the handoff from approved sale to service delivery and billing.
• Confirm documentation and scope are complete before handoff.
• Track and close out pre-delivery requirements.
• Maintain accurate records across customers, quotes, orders, billing, and renewals.
• Establish data-entry standards across HaloPSA, HubSpot, QuickBooks, and related systems.
• Maintain recurring operational reports and monitor key performance metrics.
• Recommend configurations and automations that improve accuracy and reduce manual effort.
• Keep leadership informed of performance, risks, backlogs, and required decisions.

Skills

Sales operations

Quote-to-cash

Process improvement

Documentation

Cross-functional coordination

Project management

Communication

Tools

HaloPSA

HubSpot

QuickBooks

CRM systems

Job description

Title: Sales Operations Manager

Job Description

Our client is seeking a Sales Operations Manager to own and improve the operational workflows behind our sales, procurement, vendor management, order processing, and billing functions. This hands-on role blends daily execution with building scalable, documented processes across the quote-to-cash lifecycle - from quoting and purchasing through CRM/PSA accuracy, billing readiness, and clean handoffs to service delivery and invoicing. Beyond transactional work, this person will identify inefficiencies, document SOPs, lead approved improvements, and build the foundation for future growth, including training and overseeing support staff as volume increases. The ideal candidate brings multi-system experience, understands quote-to-cash workflows, and can bring structure and consistency to a growing organization without losing sight of daily details.

Key Responsibilities include

Sales Operations and Quoting

• Manage quoting from customer request through approval.
• Prepare quotes for hardware, software, managed services, and professional services.
• Evaluate supplier pricing, availability, and lead times.
• Review quotes for accuracy, margin, terms, and approvals.
• Track open quotes through close or expiration.

Procurement and Order Fulfillment

• Convert approved quotes into sales and purchase orders.
• Place hardware, software, licensing, warranty, subscription, and service orders.
• Verify products, quantities, pricing, and delivery details before ordering.
• Track fulfillment, shipments, backorders, and license renewals or activations.
• Resolve pricing discrepancies and vendor-related delays.

Billing and Quote-to-Cash Coordination

• Coordinate sales, fulfillment, service delivery, and billing workflows.
• Maintain accurate billing information across business systems.
• Manage invoicing, recurring billing, and reconciliation.
• Resolve discrepancies and prevent billing delays or missed charges.

Vendor and Partner Management

• Maintain relationships with vendors, distributors, and manufacturers.
• Coordinate pricing requests, deal registrations, renewals, and licensing.
• Manage vendor and distributor portal administration.
• Resolve vendor service, pricing, and fulfillment issues.

Post-sale Handoff and Internal Coordination

• Own the handoff from approved sale to service delivery and billing.
• Confirm documentation and scope are complete before handoff.
• Track and close out pre-delivery requirements.

Systems, Data, and Reporting

• Maintain accurate records across customers, quotes, orders, billing, and renewals.
• Establish data-entry standards across HaloPSA, HubSpot, QuickBooks, and related systems.
• Maintain recurring operational reports and monitor key performance metrics.
• Recommend configurations and automations that improve accuracy and reduce manual effort.
• Keep leadership informed of performance, risks, backlogs, and required decisions.

Process Development and Continuous Improvement

Design, document, and maintain SOPs for sales operations, procurement, and billing.

• Identify bottlenecks and unnecessary manual steps.
• Lead approved process, system, and automation improvements.

Required Experience & Skills

• Five or more years of experience in sales operations, procurement, purchasing, order management, billing operations, business operations, or a related function.
• Experience managing quote-to-cash or order-to-cash workflows.
• Demonstrated ability to improve, document, and implement business processes, including SOPs and workflow automation.
• Strong attention to detail and ability to manage multiple active workflows.
• Ability to work independently, make sound operational decisions, and escalated material issues appropriately.
• Strong written and verbal communication skills.
• Experience using CRM, PSA, accounting, quoting, purchasing, or related business systems.

Preferred Qualifications

• Experience working for an IT MSP, VAR, technology reseller, cybersecurity provider, or similar organization.
• Experience with HaloPSA or comparable MSP platforms such as ConnectWise, Autotask, Kaseya BMS, or Syncro.
• Experience with QuickBooks, HubSpot, or similar accounting and CRM systems.
• Experience purchasing through public-sector contracts or cooperative purchasing vehicles, such as GSA, state term contracts, OMNIA Partners, 204X, or E-Rate.