Senior Manager, Sales Operations
Description
This role is designed for an experienced professional who understands how data, systems, and disciplined processes drive revenue growth. It is designed for individuals with strong analytical abilities, advanced reporting skills, and a proven track record of managing sales operations with precision. This is a full-time role with full ownership of CRM integrity, forecasting accuracy, and monthly commissions for more than a dozen State Sales team members.
This is a senior hands-on role. The person in this seat must be willing to build dashboards, fix data, manage payouts, enforce processes, and execute operational work directly.
Core Responsibilities
CRM and Systems Ownership
- Own all Dynamics configuration, data structure, workflow automation, and pipeline governance.
- Maintain strict data integrity with accurate opportunity stages, forecasts, and territory assignments.
- Manage integrations with Power BI, Sales Navigator, CPQ, SharePoint, and CaptivateIQ.
- Perform hands-on CRM administration, including field updates, workflow maintenance, data correction, audit routines, and adoption enforcement.
Analytics, Forecasting, and Dashboards
- Build and maintain Power BI dashboards that present reliable forecasts, pipeline health, seller productivity, and revenue trends.
- Deliver reporting with clear insights, trend analysis, and recommended actions backed by real data.
- Run win and loss reviews, pricing checks, and competitive analysis to support execution and planning.
- Hold responsibility for forecast accuracy each week through data validation, seller follow-up, and leadership alignment.
Commission and Incentive Administration
- Own the complete monthly commission and payout process end-to-end.
- Prepare monthly compensation files with precision and reconcile quota, attainment, exceptions, adjustments, and approvals.
- Partner with Finance to validate payouts and resolve discrepancies quickly.
- Maintain and update CaptivateIQ models to match plan terms and policy.
- Provide transparent documentation of methodology and monthly audit trails.
Sales Process and Operational Execution
- Implement standardized processes across opportunity management, forecasting, deal governance, and approval flows.
- Maintain detailed process documentation and playbooks.
- Ensure compliant use of CPQ, pricing rules, and purchasing pathways.
- Drive change management for all new tools, reporting requirements, and sales processes with clear expectations and accountability.
Sales Enablement and Training
- Lead structured onboarding for every new seller with emphasis on CRM discipline, process understanding, and GTM expectations.
- Deliver ongoing process training and system updates.
- Maintain the sales playbook with process standards and messaging.
Cross-Functional Coordination
- Partner with Product, Marketing, Finance, and Solution Engineering teams on all dependencies that affect revenue movement.
- Collect field insights and translate them into operational recommendations for leadership.
- Serve as the point of truth for system data, process adherence, and commission integrity.
Qualifications
- Minimum five years of experience in sales operations or revenue operations with a proven record of managing CRM systems, reporting, and forecasting.
- Advanced analytical ability with Power BI fluency. Tableau experience is transferable for candidates willing to operate in Power BI.
- Direct experience producing monthly commission payouts is strongly preferred.
- Strong judgment, comfort with autonomy, and the ability to manage high-stakes data without supervision.
- Willingness to perform detailed execution work in addition to driving strategy is required.