Sales Operations Manager

EPIC Brokers$100K — $120K *
US-AnywhereRemote in United States
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years in sales or revenue operations, particularly with a consulting sales focus.
  • Deep understanding of Salesforce administration and pipeline management.
  • Strong analytical capabilities, with the ability to interpret data into impactful insights.
  • Experience collaborating cross-functionally with sales, finance, and executives.
  • Proficiency in crafting Salesforce reports and dashboards.

Responsibilities

  • Own the integrity of Salesforce data by conducting audits and collaborating with sales leaders.
  • Facilitate pipeline meetings, ensuring completion of agenda items and follow-ups.
  • Oversee the employee incentive process, aligning eligibility with finance and executive approvals.
  • Audit Salesforce records of won opportunities to verify contractual accuracy.
  • Manage renewal processes through accurate tracking and regular business leader check-ins.
  • Analyze sales data to provide strategic insights on trends and forecasting accuracy.
  • Promote Salesforce adoption and improve process efficiencies across the organization.

Benefits

  • Opportunity to work in a dynamic, fast-paced environment.
  • Chance to influence decision-making across various levels of the organization.
  • Professional development opportunities to enhance operational skills.
  • Access to a collaborative work culture fostering partnership across teams.
Full Job Description
Overview

PSG is seeking a manager-level Sales Operations Manager who will serve as a strong individual contributor while leading through influence across sales, consulting, and executive leadership. This role is responsible for the operational processes that support sales opportunities through completion, the integrity and effectiveness of Salesforce as a pipeline management tool, and the data insights that inform sales strategy and decision-making.

The ideal candidate is highly organized, analytically strong, and comfortable driving accountability without direct authority. This person should bring excellent communication skills, sound business judgment, and the ability to build strong partnerships while improving process discipline, data quality, and operational consistency across the sales organization.

Key Responsibilities
• Own Salesforce hygiene by conducting regular audits of open pipeline, identifying stalled or outdated opportunities, and partnering with sales leaders to improve data accuracy and opportunity management discipline.
• Schedule, manage, and facilitate pipeline calls, ensuring adherence to standards, keeping teams aligned to the agenda, documenting follow-up items, and driving timely completion of next steps.
• Manage the employee incentive process by ensuring eligible opportunities are reviewed and dispositioned appropriately, coordinating approvals with executive leadership and finance, and supporting communication when incentives are awarded.
• Audit won opportunities to ensure Salesforce records accurately reflect executed contract terms, including scope, timing, and financial details, and partner with internal stakeholders to resolve discrepancies.
• Lead renewal management activities by ensuring renewals are created, tracked, and closed accurately, and by facilitating regular reviews with business leaders to keep renewals moving through the process.
• Leverage sales data to generate insights that inform business strategy, including analysis of win and loss trends, forecast quality, and weighting accuracy.
• Partner with leaders across the business to expand adoption and effective use of Salesforce as a CRM and pipeline management platform, including process improvements, better account-level tracking, and cross-system integration opportunities.
• Support day-to-day Salesforce operations, including license management, reassignment of contacts and opportunities, dashboard and report development, and ongoing system administration activities.
• Act as a trusted operational partner who leads through influence, drives accountability across stakeholders, and identifies opportunities to strengthen sales processes before and after opportunities move through the pipeline.

Qualifications & Experience
• Proven experience in sales operations, revenue operations, Salesforce administration, or a similar role supporting a consultative sales organization.
• Strong understanding of pipeline management, renewal processes, forecasting concepts, and sales process governance.
• Demonstrated ability to analyze sales data and translate findings into practical recommendations for business leaders.
• Experience working cross-functionally with sales, finance, and executive stakeholders to improve processes and drive accountability.
• Hands-on experience building and maintaining Salesforce reports, dashboards, data structures, and operational workflows.

Key Competencies
• Strong analytical, organizational, and project management skills.
• Excellent written and verbal communication skills, with the ability to facilitate meetings and drive follow-through.
• Demonstrated ability to build strong relationships and lead through influence across teams and levels of the organization.
• Ability to balance strategic thinking with hands-on execution in a fast-paced environment.
• Experience with Salesforce administration, reporting, dashboards, and data management.
• Bachelor's degree in Business, Marketing, Finance, or a related field, or equivalent work experience.
• Salesforce Certified Platform Administrator
• Ability to travel as business needs require.

Preferred Qualifications
• Experience supporting a professional services, consulting, or B2B sales organization.
• Background in renewal management, sales analytics, or revenue operations.
• Experience leading CRM enhancements, cross-system integrations, or process improvement initiatives.

COMPENSATION:

The national average salary for this role is $100,000.00 - $120,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

COMPENSATION:

The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

About EPIC Brokers

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Join EPIC Brokers' top-tier team to assist some of the most prominent companies in navigating their risk management and insurance strategies. Transform the approach to modern insurance solutions with the brightest minds at EPIC Brokers. There’s no stronger partnership in the insurance brokerage and consulting sector today. Lead from a unique position in the marketplace, at the crossroads of innovation, industry expertise, and comprehensive risk solutions. Engage with a nationwide team of business and insurance advisors to help clients through their strategic transformations. Collaborate with a robust network of professionals dedicated to pioneering change in the insurance landscape.

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