Sales Ops & Finance Manager, Americas

KBW Financial Staffing & Recruiting; Beverly (MA); On-site; USD 140,000 - 160,000; Full time

Job summary

KBW Financial Staffing & Recruiting seeks a Manager of Sales Operations – Americas for a growing organization in Beverly, MA. This cross-functional role improves sales operations across the Americas, partnering with Sales, Marketing, Finance, Customer Service and Operations to drive efficiency and revenue growth.

The ideal candidate brings 5+ years in Sales/Revenue Operations, experience in medical device or healthcare sectors, advanced Excel and Power BI skills, and a data-driven mindset to

Qualifications

• Bachelor’s degree in Business, Finance, or a related field.
• 5+ years of experience in Sales Operations, Commercial Operations, Revenue Operations, Finance, or Sales Analytics.
• Experience in medical device, healthcare, life sciences, or regulated B2B environments.
• Advanced Excel and analytical skills; Power BI proficiency.

Responsibilities

• Build and maintain sales performance dashboards and forecasting models.
• Partner with Sales and Finance on forecasting, quota planning, pricing, and revenue analysis.
• Monitor key metrics: bookings, revenue, pipeline, win rates, ASP, backlog, CRM adoption.
• Support order-to-cash processes and CRM data integrity.
• Develop insights to support sales strategy and cross-functional initiatives.

Skills

Advanced Excel

Power BI

Data analysis

AI tools

Communication

Project management

Cross-functional

Education

Bachelor’s degree in Business/Finance

Tools

Copilot

AI-enabled tools

Job description

KBW Financial Staffing & Recruiting seeks a Manager of Sales Operations – Americas for a growing organization in Beverly, MA. This cross-functional role improves sales operations across the Americas, partnering with Sales, Marketing, Finance, Customer Service and Operations to drive efficiency and revenue growth.

The ideal candidate brings 5+ years in Sales/Revenue Operations, experience in medical device or healthcare sectors, advanced Excel and Power BI skills, and a data-driven mindset to