Sales Operations Manager

Sales Operations Manager

The Sales Operations Manager is a senior leader within the Operations Excellence department, responsible for enabling the Sales organization through operational leadership, strategic execution, and continuous improvement.

This role partners closely with Sales leadership to improve effectiveness, efficiency, and scalability by translating business priorities into well-designed operational solutions. The Sales Operations Manager owns the full lifecycle of Sales-related operational initiatives, from opportunity identification through execution and ongoing performance monitoring.

Operational Excellence Leadership for Sales

• Serve as the primary Operations Excellence leader supporting the Sales organization.
• Design and improve Sales processes to drive consistency, efficiency, scalability, and measurable performance improvement.
• Align Sales operational efforts to business strategy, performance goals, and growth priorities.

Sales Performance Enablement

• Partner closely with Sales leadership to understand performance objectives and operational challenges.
• Proactively identify opportunities to improve Sales effectiveness, productivity, conversion, and scalability.
• Translate Sales needs into structured, actionable operational initiatives.

Operational Ownership & Execution

• Own Sales-related operational initiatives end-to-end, from opportunity identification through execution and performance monitoring.
• Define success measures and track results to ensure initiatives deliver meaningful and sustained impact.
• Refine initiatives based on performance data, insights, and feedback.

Process Management & Continuous Improvement

• Evaluate Sales processes to identify gaps, inefficiencies, and opportunities for standardization and improvement.
• Design, implement, and maintain scalable, repeatable processes that support consistent execution.
• Establish governance and feedback mechanisms to support long-term effectiveness.

Insights & Performance Monitoring

• Partner with Sales Leadership to define and monitor Sales performance metrics.
• Independently analyze performance by combining quantitative data with qualitative inputs, including reviewing reporting, listening to live or recorded sales calls, and observing workflows where appropriate.
• Dissect performance issues to understand root causes.
• Use insights to assess the effectiveness of operational changes and guide prioritization and decision-making.

Cross-Functional Collaboration

• Collaborate with Quality Assurance, Training, Technology, Analytics, and other Operations Excellence leaders to support Sales initiatives.
• Support cross-functional efforts where Sales operations intersect with Client Success or Settlement Services.

Change & Initiative Governance

• Lead structured planning and execution of Sales operational initiatives.
• Ensure initiatives have clear ownership, timelines, and success criteria.
• Promote disciplined execution and sustained adoption.

Required Skills & Competencies

• Demonstrated ability to improve Sales performance through structured operational design, measurement, and continuous improvement.
• Demonstrated ownership and accountability for operational performance and outcomes.
• Proven ability to proactively identify improvement opportunities and lead them through execution.
• Strategic and systems-oriented thinking with the ability to improve end-to-end Sales operations.
• Analytical mindset with the ability to use data to guide decisions and evaluate impact.
• Strong partnership and influence skills across Sales leadership and cross-functional teams.
• Comfort operating in ambiguity while creating structure, clarity, and momentum.

Measures of Success

• Sales performance improves as a result of well-designed, consistently executed, and continuously monitored operational improvements.
• Opportunities to improve Sales execution are proactively identified and acted upon.
• Operational initiatives deliver measurable, sustained impact.
• Sales leaders view Operations Excellence as a critical enabler of Sales success.