Sales Operation Manager

LifeWorks, Inc. • $95K — $115K *
Fresno, CA 93722In-Person
Retail & Consumer Goods
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 4+ years in sales operations, sales strategy, or related roles, preferably in SaaS, CPG, or B2B environments
  • Expert in Salesforce, including reporting and data governance
  • Strong analytical skills with knowledge of SQL or Python
  • Proven ability to design solutions for complex, cross-functional issues
  • Excellent communication skills for presenting insights to leadership
  • Detail-oriented with a proactive mindset, capable of independently identifying improvements
  • Ability to collaborate in matrixed environments across various teams

Responsibilities

  • Develop reporting infrastructure to drive decision-making in North America sales
  • Conduct sales performance analysis and provide actionable recommendations
  • Build and maintain sales forecasts and quota models tied to product portfolios
  • Design and optimize CPG sales processes in partnership with sales leadership
  • Manage CRM adoption, data integrity, and governance practices
  • Oversee account management and territory assignments across the sales team
  • Collaborate with marketing and customer success to align sales strategies

Benefits

  • Remote or hybrid work flexibility
  • Access to resources and tools to enhance performance
  • Collaboration with cross-functional teams
  • Opportunity for professional development and career growth
  • Involvement in optimizing sales operations and strategies
Full Job Description
This opportunity is remote/virtual or hybrid, therefore open to all candidates nationally

What you'll do

Sales Analytics & Pipeline Intelligence
  • Develop and maintain the reporting infrastructure that drives leadership decision-making across the North America sales organization, including MTD/QTD forecasts, product-line funnel analysis, opportunity stage tracking by account and category, and regional performance metrics
  • Conduct diagnostic sales performance analysis to identify conversion bottlenecks, forecast accuracy gaps, and sales cycle inefficiencies; translate findings into actionable recommendations for leadership
  • Build and own rolling forecasts and quota models tied to TELUS CG's product portfolio (Retail Execution, TPM, RGM, Sales Enablement, Shopper Insights) and regional targets
  • Partner with Marketing and Customer Success on reporting that bridges sales pipeline health with downstream operational performance and customer outcomes
  • Provide ad hoc analytical support to cross-functional stakeholders on topics including product roadmap resourcing, engineering pipeline forecasts, and territory capacity planning

CRM Governance & Sales Process Excellence
  • Partner with sales leadership to design and refine the enterprise CPG sales process, accounting for the complexity of longer, multi-stakeholder buying cycles involving manufacturers, brands, retailers, and category management teams; establish best practices in lead management, opportunity tracking, and pipeline optimization specific to CPG/retail buying dynamics
  • Own funnel hygiene practices and controls: ensure closed-won opportunities are reassigned to correct quota-bearing personnel prior to close; audit and monitor this as an ongoing governance function
  • Manage territory assignments and rebalancing across the North America sales team, incorporating new customer and prospect lists from Finance while maintaining equitable territory design
  • Oversee account and prospect ownership in cases of cross-segment overlap; execute account reassignment workflows during rep transitions with impact analysis and seamless handoffs
  • Represent Sales in Salesforce administration and CRM governance: manage renewal/auto-renewal workflows, opportunity team permissions, BDR access controls, and account ownership rules
  • Ensure consistent, accurate CRM data entry and adoption across the sales team; audit and close churn records to maintain data integrity
  • Maintain and audit account trading name/ownership rules to correctly route out-of-scope or misclassified accounts to appropriate placeholders or owners
  • Partner with the CRM platform team on system enhancements, troubleshooting, and support ticket resolution
  • Identify and implement process improvements to increase conversion rates and reduce sales cycle times across the North America region

Sales Enablement & Cross-Functional Alignment
  • Own and improve the structure and accessibility of the sales content ecosystem (Google Drive, HighSpot, or similar platforms) to ensure materials are current, organized, and discoverable
  • Coordinate creation of sales collateral tailored to CPG buyer personas: pitch decks, ROI case studies, competitive battle cards, proposal templates, and messaging frameworks
  • Collaborate with Marketing to align value proposition messaging across channels, ensuring consistency in how TELUS CG's solutions are positioned to the North America CPG market
  • Manage CRM integrations with TELUS CG platforms and adjacent sales tools (marketing automation, customer success, product usage data) to streamline workflows and data flow
  • Support opportunity creation workflows, including automated opportunity-owner and opportunity-team assignment logic
  • Maintain a central contract repository and support contract-related data needs for sales and cross-functional teams
  • Partner with Customer Success on account health tracking, CS coverage models, and related reporting
  • Partner with Marketing Ops to define and execute BDR and business development campaign processes, including event follow-up administration and lead-routing transitions; troubleshoot lead-to-MQL scoring and conversion discrepancies
  • Relay sales team feedback and customer insights to Product and Marketing to inform go-to-market strategy and roadmap priorities


What you bring
  • 4+ years of experience in sales operations, sales strategy, sales management, or related operations roles in SaaS, CPG/retail tech, or B2B enterprise software environments (this background is essential to success in this role)
  • Expert-level Salesforce proficiency, including reporting, workflow automation, opportunity and account management, data administration, and CRM governance best practices
  • Strong analytical and problem-solving skills with the ability to translate complex data into actionable insights for sales and executive stakeholders; proficiency with SQL, Python, or advanced spreadsheet tools
  • Demonstrated expertise in process design and ownership: you can take ambiguous, cross-functional problems and design end-to-end solutions with minimal direction
  • Excellent written and verbal communication skills, with the ability to present data-driven recommendations to sales leadership and executive audiences; strong documentation and dashboard design capabilities
  • Detail-oriented and proactive mindset: you anticipate needs, identify process improvements independently, and take ownership of problems without prompting
  • Ability to thrive in matrixed environments where you partner across Sales, Product, Marketing, and Customer Success teams


Great-to-haves
  • Experience with sales forecasting, quota setting, territory management, and compensation management in regional or multi-account enterprise sales structures
  • Familiarity with sales engagement platforms (Outreach, SalesLoft) and content management platforms (HighSpot, Seismic)
  • Understanding of SaaS business metrics (CAC, LTV, churn) and CPG/retail industry dynamics (trade spend, category management, retail execution)
  • Experience managing complex Salesforce renewal/auto-renewal workflows and sophisticated account/opportunity ownership models
  • Bachelor's degree in Business, Marketing, Analytics, or related field


#LI-Remote or #HybridWork

About LifeWorks, Inc.

LifeWorks, Inc. Careers

Joining LifeWorks, Inc. presents an unparalleled opportunity to become part of a leading team dedicated to professional growth and innovation in the industry. LifeWorks, Inc. is renowned for its commitment to excellence and a culture that fosters diversity and leadership.

Explore Job Opportunities

LifeWorks, Inc. offers a variety of job opportunities that cater to a range of skills and professional interests. Whether seeking an entry-level position or a more senior role, LifeWorks, Inc. provides a platform for career advancement and personal development.

Internship Programs

Embark on a professional journey with LifeWorks, Inc. through its dynamic internship programs. These opportunities allow individuals to gain hands-on experience, enhance their resumes, and develop essential skills in a real-world setting. Internships at LifeWorks, Inc. are a stepping stone to full-time employment and a flourishing career.

Professional Growth and Benefits

LifeWorks, Inc. is dedicated to the professional growth of its team members, offering extensive training and development programs. Employees enjoy comprehensive benefits that support both their professional and personal lives, ensuring a well-rounded employment experience.

Inclusive Culture and Diversity

The company prides itself on a workplace culture rooted in diversity and inclusion. LifeWorks, Inc. believes that a diverse team inspires innovation and enhances problem-solving capabilities. Through diversity training and inclusive hiring practices, LifeWorks, Inc. ensures that all team members have the opportunity to contribute and succeed.

Networking and Leadership Development

LifeWorks, Inc. encourages its employees to engage in networking and leadership development activities. These initiatives are designed to build strong professional networks and develop the leadership skills necessary for career advancement within the company.

Innovation at LifeWorks, Inc.

At the forefront of innovation, LifeWorks, Inc. continually seeks to implement cutting-edge solutions and services. The team at LifeWorks, Inc. is composed of dedicated professionals who bring creativity and expertise to every project, driving the company's success in a competitive market.

Hiring Process

The hiring process at LifeWorks, Inc. is designed to identify and attract top talent. Candidates undergo a thorough interview process that assesses their skills, cultural fit, and potential for growth within the company. LifeWorks, Inc. values transparency and communication, ensuring that all applicants receive timely updates and feedback.

Career Opportunities Await

LifeWorks, Inc. is actively hiring and looking for motivated individuals who are ready to take their careers to the next level. Explore the open positions and find where your skills and passions align with the needs of LifeWorks, Inc.

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LifeWorks, Inc. is not just a company; it's a place where careers are nurtured, and futures are built. Join the team and be part of a community that values hard work, creativity, and a commitment to excellence.
Learn more about LifeWorks, Inc.
Industry
Healthcare
* Ladders Estimates

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