Senior Sales Operations Manager

Intercom; San Francisco (CA); Hybrid; USD 146,000 - 174,000; Full time

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 provide perfect customer experiences.

Our AI Agent Fin is the highest-performing AI Customer Agent on the market today, enabling businesses to deliver impeccable, always-on customer support across the customer journey, from service, to sales, to ecommerce. Powered by our own AI models, Fin resolves complex customer issues end-to-end across every channel, with minimal set-up and integration. Fin can also be combined with our natively integrated Intercom help desk, giving modern support teams one single system.

Together with Salesforce, the #1 AI CRM, where humans with agents drive customer success, we're building the future of customer experience. Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword, it's a way of life. The world of work as we know it is changing, and we're looking for Trailblazers who are passionate about bettering business and the world through AI.

Ready to level up your career at the company leading workforce transformation in the agentic era? You're in the right place. Agentforce is the future of AI, and you are the future of Salesforce.

What’s the opportunity?

As a Senior Sales Operations Manager, you will be a strategic and operational 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. You’ll own critical sales operations programs across forecasting, pipeline management, territory and quota planning, compensation, performance reporting, and process optimization.

This is a high-impact role for a systems thinker and commercially minded operator who can move comfortably between detailed analysis, cross-functional program management, and executive-level recommendations. You’ll have the opportunity to improve how Fin’s sales organization operates while helping scale the GTM engine behind one of the fastest-growing AI products in the market.

What will I be doing?

• 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 clear, trusted reporting and dashboards that give leaders visibility into funnel health, productivity, conversion, win rates, capacity, and revenue performance.
• Lead territory planning, segmentation, coverage, and capacity analysis to support efficient 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, including lead routing, opportunity management, approvals, contracting, handoffs, and post-sale transitions.
• Establish and maintain consistent definitions, governance, documentation, and processes for key sales metrics and data.
• Lead complex cross-functional projects from discovery through implementation, including requirements gathering, stakeholder alignment, testing, rollout, and change management.
• Build executive-ready analyses and recommendations that help leadership make decisions about growth, investment, productivity, and organizational design.
• Use AI tools and automation thoughtfully to reduce manual work, improve data access, and increase the speed and quality of sales execution.
• Create scalable operating processes that support growth without requiring linear increases in headcount.
• Act as a trusted advisor to sales leadership on performance trends, operational risks, process improvements, and strategic priorities.
• Support quarterly and annual planning activities, including business reviews, headcount planning, goal-setting, and operating plan development.

What skills do I need?

• 5+ years of experience in Sales Operations, Revenue Operations, GTM Strategy, Sales Strategy & Operations, Business Operations, or a related field, preferably in a high-growth technology or SaaS company.
• Strong understanding of sales processes, forecasting, pipeline management, quota and territory planning, compensation, and sales performance metrics.
• Experience owning or significantly improving CRM, BI, planning, compensation, or revenue technology systems.
• Strong analytical skills, with the ability to translate complex data into clear insights and practical recommendations.
• Advanced Excel or Google Sheets skills and experience with BI or reporting tools such as Tableau, Looker, Power BI, or similar.
• Familiarity with Salesforce or comparable CRM platforms; experience partnering with Business Systems or Data Engineering teams is highly valuable.
• Experience designing scalable processes, data governance frameworks, reporting systems, and operational workflows.
• Ability to manage complex, cross-functional programs with multiple stakeholders and competing priorities.
• Strong commercial judgment and the ability to connect operational improvements to revenue outcomes.
• Excellent written and verbal communication skills, including the ability to present recommendations to senior leaders.
• Comfortable working hands‑on in the details while maintaining a strategic view of the broader business.
• AI fluency and curiosity about applying AI, automation, and emerging tools to improve sales productivity and operational efficiency.
• High ownership, sound judgment, intellectual curiosity, and a bias toward action.
• Comfortable and energized operating in a fast‑moving, ambiguous environment where priorities evolve quickly.

*Proof of eligibility to work in the United States is required.

The base salary range for candidates within the "San Francisco Bay Area" is $145,800-$174,150. Actual base pay will depend on a variety of factors such as education, skills, experience, location, etc. The base pay range is subject to change and may be modified in the future. All regular employees may also be eligible for the corporate bonus program or a sales incentive (target included in OTE) as well as stock in the form of Restricted Stock Units (RSUs).

#LI-Hybrid

Unleash Your Potential

When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.

In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. At Fin, we want to give people what they need to do the best work of their careers. Our benefits and programs are designed to support your health and wellbeing, your family, your time away from work, and your financial future. Offerings vary by location in line with local practices and requirements. Learn more about working at Fin and the benefits we offer at fin.ai/careers . Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records.

Fin has a hybrid working policy. We believe that working in person helps us stay connected, collaborate easier and create a great culture while still providing flexibility to work from home. We expect employees to be in the office at least three days per week.

We have a radically open and accepting culture at Fin. We avoid spending time on divisive subjects to foster a safe and cohesive work environment for everyone. As an organization, our policy is to not advocate on behalf of the company or our employees on any social or political topics out of our internal or external communications. We respect personal opinion and expression on these topics on personal social platforms on personal time, and do not challenge or confront anyone for their views on non-work related topics. Our goal is to focus on doing incredible work to achieve our goals and unite the company through our core values .

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, training, assessment of job performance, discipline, termination and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in Fin’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service‑connected disability.

A "recently separated veteran" means any veteran during the three‑year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

As a U.S. company that exports software and technology internationally, we must comply with U.S. export control laws in every country where we operate. The information provided will be used to determine whether we need to obtain an Export Control License for your employment if you are hired.