Sales Operations Manager (Hybrid- NYC)

Broadridge Financial Solutions; New York (NY); On-site; USD 100,000 - 115,000; Full time

Job summary

Broadridge Financial Solutions in New York City is seeking a Sales Operations Manager to drive analytics and automation for sales performance, pipeline, and forecasting. The role reports to the Chief Operations Officer of GSMS and requires strong Salesforce.com and data skills.

The ideal candidate brings deep experience in sales operations, KPI analytics, and cross-functional collaboration to shape how the global sales organization leverages data to drive growth.

Qualifications

• BS/BA required.
• 7+ years in sales operations with KPI analytics.
• 5+ years supporting direct sales teams.
• Experience implementing CRM and commission platform integrations.
• Deep knowledge of Salesforce.com.
• Strong analytical, financial, and data-management skills.
• Proficiency with SQL and data visualization tools.
• Advanced Excel skills including macros and pivot tables; PowerPoint proficiency.

Responsibilities

• Drive design, delivery, and adoption of sales productivity analytics and tools for a multi-segment front-line and overlay global sales organization.
• Provide sales operations planning and analytics across a multi-segment sales structure, including quota planning, commissions operations, forecasting, and white space planning.
• Conduct financial and operational analysis to predict, measure and interpret business trends and inform decisions.
• Define business requirements for the CRM and back-end platforms to ensure accurate reporting across sales and product teams.
• Champion adoption of pipeline management best practices and CRM usage to fuel new pipeline generation.
• Collaborate with Segment Sales Leaders, CRM Analysts, Financial Partners and Sales Executives on strategic projects and core processes.
• Lead ad-hoc sales operations projects.

Skills

Sales operations

Sales analytics

Salesforce.com

SQL

Data visualization

Excel

PowerPoint

CRM systems

Forecasting

Cross-functional collaboration

Education

BS/BA required

Tools

CRM tools

Commission platforms

Job description

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team. The Sales Operations Manager is a full-time role based in New York City, reporting to the Chief Operations Officer, GSMS. This is an exciting and high-impact opportunity to shape how the Global Sales, Marketing, and Solutions (GSMS) organization leverages data to drive growth and performance. You will drive the development and automation of sales performance, productivity, and pipeline analytics that empower teams to make smarter, faster decisions. The ideal candidate must have demonstrated experience in sales operations, a strong understanding of the end-to-end lead-to-sales process, and proven expertise in turning complex data into clear insights that fuel business success. This individual thrives in cross-functional collaboration and brings deep knowledge of Salesforce.com, a passion for analytics, and the ability to solve problems through a powerful combination of business acumen and technical expertise.

Primary Responsibilities:

• Drive the design, delivery, and adoption of sales productivity analytics and tools that enable performance across a multi-segment front-line and overlay global sales organization.
• Provide sales operations planning and analytical support across a multi-segment sales structure, to ensure execution of core sales operations processes and initiatives around quota planning, commissions operations, forecasting, white space planning, etc.
• Conduct financial and operational analysis and modelling to predict, measure and interpret business trends and inform key decisions.
• Define concrete business requirements for the CRM and ancillary back-end platforms to ensure the accurate delivery of sales performance and pipeline reporting across all levels of the sales and product organizations.
• Champion adoption of pipeline management best practices and fully leverage CRM tools to fuel new pipeline generation.
• Work with cross-functional teams comprised of Segment Sales Leaders, CRM Analysts, Financial Partners and Sales Executives to drive implementation of strategic projects as well as core sales operational processes.
• Lead ad-hoc sales operations projects.

Qualifications:

• BS/BA required
• 7+ years of experience in sales operations, with demonstrated success in sales process optimization and KPI analytics, preferably in the finance and/or tech industries
• 5+ years of direct sales team support, with a strong understanding of field sales – management, teams, structure and go-to-market strategies
• Proven success in implementing system integration projects relating to CRM and commission platforms, as well as data visualization, pipeline analytics and sales automation tools
• In-depth knowledge of SalesForce.com
• Demonstrated experience in change management principles
• Excellent analytical and financial skills; Strong ability to take analysis and synthesize into recommendations which result in executable solutions
• Expert data management skills with ability to review, interpret, reconcile and report on large amounts of data
• Experience with SQL queries and data visualization tools, a plus
• Full working knowledge of Microsoft Excel a must with ability to build detailed models using macros and pivot tables
• Full working knowledge of MS PowerPoint with ability to translate data into digestible format for presentation to sales management
• Excellent oral/written communications and partnership skills to promote cross-functional buy-in
• Self-directed, self-starter with ability to multi-task and problem solve to meet objectives and deadlines
• Thinks strategically and analytically, grasps new and cutting-edge concepts quickly, and vigilantly finds creative solutions to complex problems
• Ability to work in a team environment with cross-functional collaboration with Finance, HR and other internal Broadridge business partners

Compensation Range:

The salary range for this position is between $100,000.00 - $115,000 USD. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

Bonus Eligibility:

Bonus Eligible

Benefits Information:

Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings for this role.

Use of AI in Hiring

As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.

EEOC/Compliance Information

US applicants: Click here to view the EEOC "Know Your Rights" poster.

Disability Assistance

Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.

Accommodations

If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to [e-mail].

Company Overview

Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences. Our technology and operations platforms process and generate over 7 billion communications annually and underpin the daily average trading of over $15 trillion in equities, fixed income, and other securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 15,000 associates in 21 countries.

Culture & Development

Broadridge is committed to creating an engaging workplace for the most talented associates in our industry. We are dedicated to fostering a collaborative, inclusive, and healthy environment that promotes flexibility and accountability. As a leading provider of technology, communications, and data and analytics solutions to businesses around the world, it is critical that we understand, embrace, and operate in a multicultural environment. Every associate has unique strengths, which, when fully appreciated and embraced, allow individuals to perform at their best, leading to our success. We believe that our associates are our most important asset. Encouraging professional development opportunities is a core part of our culture. Broadridge provides educational opportunities, including formal classes, training programs and events. To enable learning in our hybrid working model, Broadridge has redesigned all development programs for 100% virtual delivery. Our associates have access to 8,500+ online courses covering business, leadership, technical, and function-specific topics through our LinkedIn Learning program.

Additional Information

We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.