Manager, Sales Operations

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Requirements:

• 5+ years of Revenue or Sales Operations experience with large sales teams.
• Familiarity with technology tools such as Salesforce, Salesloft, Gong, and ChiliPiper.
• Strong SQL and data analysis skills.
• Demonstrated resourcefulness and adaptability in a dynamic environment.
• Excellent interpersonal and communication skills to work cross-functionally.
• Proficient in prioritization and problem-solving, with a focus on execution.
• Experience in experimentation and rapid iteration.

Responsibilities:

• Improve overall utilization of sales team resources to achieve higher results focused on advisory business.
• Support the development of future financial planning and investment advice service model.
• Drive productivity by optimizing systems and processes for better performance metrics.
• Utilize A/B testing for new service models and channels.
• Help sales teams prioritize their focus to increase output.
• Collaborate with sales leadership on growth tactics and new strategies.
• Partner with sales enablement for training plans addressing productivity gaps.
• Leverage Generative AI to boost efficiency.