Sales Operations Lead

Advisicon

$90K — $120K *
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years in sales operations or related leadership roles
  • Proficient in building or optimizing CRM systems and sales workflows
  • Experience in B2B sales environments, particularly SaaS or technology sectors
  • Strong grasp of sales process management and forecast analysis
  • Comfortable in client-facing sales activities
  • Exceptional analytical and organizational skills
  • Effective written and verbal communication
  • Ability to thrive in a dynamic, growth-focused setting

Responsibilities

  • Design and implement scalable sales workflows from lead to delivery
  • Maintain and enhance CRM architecture and reporting standards
  • Establish best practices for pipeline governance and sales documentation
  • Develop insights into pipeline health and sales performance
  • Identify and streamline operational inefficiencies
  • Engage in sales activities, managing opportunities and tracking deals
  • Collaborate with leadership to foster self-sufficient sales execution

Benefits

  • Supportive work environment for professional growth
  • Opportunities to participate directly in sales processes
  • Collaborative cross-functional team engagement
  • A crucial role in shaping the company's sales infrastructure
  • Foundation for future team expansion and career development
Full Job Description
Position Summary

Advisicon is seeking a Sales Operations & Revenue Lead to build and operationalize the systems, processes, and structure that support a scalable sales function within a growing technology consulting organization.

This is a foundational role designed for a hands-on leader who is equally comfortable building the operational backbone of sales and actively participating in the sales process during an early stage of growth.

Approximately two-thirds of this role will focus on designing and implementing sales infrastructure, including CRM optimization, pipeline management, reporting, forecasting, sales process development, and compensation administration. The remaining portion of the role will involve supporting active sales efforts, including participating in sales calls, managing opportunities, coordinating proposals, and advancing deals through the pipeline.

The ideal candidate has experience supporting or leading sales operations within consulting, professional services, SaaS, or technology organizations and is comfortable operating in an evolving environment where systems are still being built.
Key Responsibilities
Sales Operations & Infrastructure
  • Design, document, and implement scalable sales workflows from lead intake through close and handoff to delivery
  • Build and maintain CRM architecture, opportunity stages, forecasting inputs, dashboards, and reporting standards
  • Establish pipeline governance, sales documentation standards, and operational best practices
  • Develop reporting and visibility into pipeline health, deal movement, forecasting, and sales performance
  • Identify operational bottlenecks and implement process improvements to improve efficiency and scalability
Sales Execution & Revenue Support
  • Participate in sales calls, discovery conversations, and deal progression activities as needed
  • Support opportunity strategy, proposal coordination, contract routing, and deal tracking
  • Help ensure opportunities move consistently through the pipeline with clear ownership and follow-up
  • Collaborate with leadership to reduce founder dependency in day-to-day sales execution
Sales Compensation Administration
  • Administer and maintain sales compensation structures, rules, and tracking mechanisms defined in partnership with leadership and finance
  • Track bookings and commissionable events and ensure accuracy in reporting
  • Support transparency and consistency in compensation-related processes
Cross-Functional Alignment
  • Partner with leadership, finance, delivery, marketing, and partner managers to support the full revenue lifecycle
  • Improve alignment between marketing-generated opportunities, sales follow-up, and pipeline visibility
  • Ensure smooth transition from closed sales to consulting delivery through clear documentation and expectations
Required Qualifications
  • 5+ years of experience in sales operations, revenue operations, business development, or related sales support leadership roles
  • Experience building or optimizing CRM systems, pipeline processes, and sales workflows
  • Experience supporting or participating in B2B sales environments, preferably within consulting, professional services, SaaS, or technology organizations
  • Strong understanding of sales process management, forecasting, pipeline discipline, and opportunity progression
  • Comfort participating in client-facing sales activities and supporting active deal movement
  • Strong analytical, organizational, and process design capabilities
  • Excellent written and verbal communication skills
  • Ability to operate independently in an evolving, growth-oriented environment
Success Measures

Success in this role will be demonstrated by:
  • A clearly defined and consistently followed sales process
  • Improved CRM data quality, forecasting visibility, and pipeline hygiene
  • Reduced dependency on leadership for day-to-day sales coordination and deal management
  • Increased consistency in opportunity movement and follow-up across the sales lifecycle
  • Strong operational alignment between sales, marketing, finance, and delivery
  • A scalable sales infrastructure that supports future growth and team expansion

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