Sales Ops Lead, SMB – Hybrid & Data-Driven Impact

NerdWallet, Inc; New York (NY); Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Flexible vacation

New parent leave

Job summary

NerdWallet in New York is seeking an Associate Manager, Sales Operations to lead core SMB Sales processes including lead routing, commissions, reconciliation, and performance reporting. You will manage 1–2 Sales Operations Analysts, partner with Finance, Payroll, and cross‑functional teams, and own operational controls to ensure data integrity and scalable processes.

The role reports to the Director, Sales Operations and requires a hands-on leader who can translate business requirements into

Qualifications

• Bachelor's degree in Business, Finance, Economics, Engineering, Computer Science, or a related field.
• 4+ years of experience in Sales Operations, Revenue Operations, or Business Operations supporting a sales organization, including at least 1 year of people leadership or functional ownership experience.
• Hands-on experience administering Salesforce in a sales environment, including lead assignment rules, objects, fields, flows, reporting, and dashboards.
• Experience managing or administering sales commission calculations, payout processes, and reconciliation in partnership with Finance, Accounting, or Payroll.
• Demonstrated experience reconciling sales, revenue, or partner data across multiple systems while maintaining accuracy and appropriate controls.
• Advanced proficiency in Excel or Google Sheets, including data analysis, reporting, and financial or operational reconciliation.
• Experience developing and maintaining sales performance metrics, dashboards, and reporting that support business decision-making.
• Demonstrated ability to prioritize work, provide coaching and feedback, and support the professional growth of team members.
• Strong problem-solving and analytical skills, with the ability to identify root causes, evaluate alternatives, and recommend practical solutions.
• Ability to build collaborative relationships with business partners, communicate complex operational information clearly, and influence decisions through data and sound judgement.
• Demonstrated ownership and accountability, with strong attention to detail and the ability to manage confidential compensation, financial, and employee performance information with discretion.
• Ability to adapt to changing priorities and meet deadlines in a fast-paced, high-volume sales environment.

Responsibilities

• Lead routing and assignment processes across Originations and Renewals, including designing and optimizing routing logic and rules.
• Manage sales commission administration and monthly payouts, coordinating with Finance, Accounting, and Payroll.
• Oversee sales and revenue reconciliation against Salesforce and Finance records, resolving discrepancies.
• Develop and maintain KPIs, dashboards, and reporting tools to inform coaching and capacity planning.
• Lead and coach a team of Sales Operations Analysts with regular feedback and development.
• Administer and optimize the Salesforce stack, including configuration, permissions, and data integrity.
• Drive process improvements with SOPs and internal controls.
• Collaborate cross-functionally with Sales, Finance, Accounting, Payroll, HR, Product, and Engineering to align on priorities.

Skills

Sales Operations

Revenue Operations

People leadership

Data analysis

Salesforce administration

Education

Bachelor's degree in Business, Finance, Economics, Engineering, Computer Science, or a related field

Tools

Salesforce

Excel

Tableau/Looker/Mode

SQL

Google Sheets

Job description

NerdWallet in New York is seeking an Associate Manager, Sales Operations to lead core SMB Sales processes including lead routing, commissions, reconciliation, and performance reporting. You will manage 1–2 Sales Operations Analysts, partner with Finance, Payroll, and cross‑functional teams, and own operational controls to ensure data integrity and scalable processes.

The role reports to the Director, Sales Operations and requires a hands-on leader who can translate business requirements into