Senior Sales Operations Lead – AI-Driven GTM & Forecasting

Intercom

San Francisco (CA)

On-site

USD 146,000 - 174,000

Full time

3 days ago
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Job summary

Fin, now part of Salesforce, is on a mission to help businesses deliver perfect customer experiences. As a Senior Sales Operations Manager, you will be a strategic partner to Fin’s Sales organization, helping build the systems, processes, reporting, and operating rhythms that enable our go-to-market teams to scale effectively.

You’ll work at the intersection of Sales, Finance, Business Systems, Data Engineering, Marketing, and GTM leadership.

Qualifications

  • 5+ years in Sales Operations or related field, preferably in high-growth tech or SaaS.
  • Strong understanding of sales processes, forecasting, pipeline management, quota and territory planning, compensation, and sales performance metrics.
  • Experience owning or improving CRM, BI, planning, compensation, or revenue systems.
  • Strong analytical skills; translate data into clear insights and practical recommendations.
  • Advanced Excel/Google Sheets and BI tools experience (Tableau, Looker, Power BI).
  • Familiarity with Salesforce; collaboration with Business Systems or Data Engineering teams is valuable.

Responsibilities

  • Own and optimize core sales operations processes, systems, and operating cadences across the sales organization.
  • Partner with Sales leadership and Finance to build and maintain forecasting processes, pipeline reporting, quota models, attainment tracking, and performance insights.
  • Develop reporting and dashboards that show funnel health, productivity, conversion, win rates, capacity, and revenue performance.
  • Lead territory planning, segmentation, coverage, and capacity analysis to support allocation of sales resources.
  • Partner with Finance and Sales leadership on compensation planning, plan administration, performance measurement, and reporting.
  • Translate business requirements into scalable solutions across CRM, BI, sales planning, compensation, and other GTM systems.
  • Partner with Business Systems and Data Engineering to improve data quality, data models, integrations, automation, and reporting infrastructure.
  • Identify and eliminate operational bottlenecks across the sales cycle (lead routing, opportunity management, approvals, contracting, handoffs, post-sale transitions).
  • Establish and maintain governance and definitions for key sales metrics and data.
  • Lead complex cross-functional projects from discovery through implementation.
  • Build executive-ready analyses to help leadership decisions on growth, investment, productivity, and organizational design.
  • Use AI tools to reduce manual work and speed up sales execution.
  • Create scalable operating processes that grow with the business.
  • Advise sales leadership on performance trends, risks, and priorities.
  • Support quarterly and annual planning activities.

Skills

Sales Operations
Forecasting
Pipeline management
Quota planning
Territory planning
Compensation
CRM systems
BI & reporting
Tableau
Looker
Power BI
Salesforce
Data collaboration
Data governance
Cross-functional leadership
Analytical skills
Communication
AI tools
Ambiguity tolerance

Tools

Salesforce
Tableau
Looker
Power BI

Job description

Fin, now part of Salesforce, is on a mission to help businesses deliver perfect customer experiences. As a Senior Sales Operations Manager, you will be a strategic partner to Fin’s Sales organization, helping build the systems, processes, reporting, and operating rhythms that enable our go-to-market teams to scale effectively.

You’ll work at the intersection of Sales, Finance, Business Systems, Data Engineering, Marketing, and GTM leadership.

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