Note: The job is a remote job and is open to candidates in USA. IRALOGIX is a modern financial technology company transforming the IRA market with digital solutions. The Senior Sales Operations Manager will lead the sales operations function, focusing on CRM strategy, forecasting, and team management while collaborating cross-functionally to enhance operational excellence.
Responsibilities
- Own and manage the Salesforce/CRM platform end-to-end, including architecture decisions, configuration, workflow automation, data governance, and user administration
- Design and maintain the CRM data model, ensuring it supports accurate pipeline reporting, forecasting, and performance analytics
- Define and enforce reporting standards, dashboards, and data visualizations used by sales leadership, executives, and the Board
- Evaluate, select, and implement sales technology tools as the organization scales; manage vendor relationships and system integrations
- Ensure CRM is the system of record with high data quality, consistent adoption, and reliable pipeline visibility across the sales organization
- Own the sales forecasting methodology, including forecast models, accuracy tracking, cadence management, and variance analysis
- Manage the sales reporting cadence, including weekly pipeline reviews, monthly performance dashboards, and quarterly business reviews
- Deliver advanced pipeline coverage analysis, win/loss reporting, sales cycle analytics, conversion rate tracking, and deal velocity insights
- Develop and maintain core revenue KPIs including quota attainment, rep productivity, pipeline velocity, and deal progression metrics
- Identify trends, risks, and opportunities in the pipeline and provide actionable, data-driven insights to sales leadership and executives
- Design, implement, and manage sales compensation plans in partnership with the Senior Director, Sales Operations, Finance, and HR
- Administer commission calculations, payout tracking, dispute resolution, and plan documentation
- Analyze compensation plan effectiveness, model plan scenarios, and recommend adjustments to optimize sales behavior and performance
- Coordinate with Finance on compensation accruals, reporting, and budget management
- Lead the design and execution of quota setting, territory assignments, and account segmentation processes
- Support capacity planning, headcount modeling, and growth projections for the sales organization
- Manage territory and account assignment records, mid-cycle adjustments, and segmentation changes
- Partner with Marketing on lead routing, campaign attribution, and demand generation operational alignment
- Serve as a dedicated operational and strategic partner to the Senior Sales Directors, translating their priorities into operational plans, analytics, and execution support
- Provide deal-level analytics, account intelligence, and pipeline insights to support strategic selling, account planning, and executive engagement
- Prepare executive-ready materials for client presentations, business reviews, board reporting, and investor communications as requested
- Proactively identify operational bottlenecks and process gaps that impact the Senior Sales Directors’ teams and drive solutions cross-functionally
- Design, document, and continuously improve sales operations processes, playbooks, and standard operating procedures
- Lead cross-functional process improvement initiatives that streamline the sales cycle, reduce friction, and improve operational efficiency
- Manage, mentor, and develop Sales Operations Analysts and Specialists; establish team priorities and manage workload allocation
- Manage the onboarding of new sales team members from an operations and systems perspective
- Foster a culture of data-driven decision-making, continuous improvement, and operational excellence within the sales operations team
Skills
- 7–10+ years of experience in sales operations, revenue operations, or business operations in a B2B SaaS, fintech, or technology environment, with at least 2–4 years in a management role
- Proven expertise in CRM architecture and administration (Salesforce required) including advanced configuration, data management, and enterprise reporting
- Demonstrated experience designing or significantly contributing to sales compensation plan design and optimization
- Strong analytical skills with the ability to translate complex data into actionable business insights and executive-ready presentations
- Experience owning forecasting methodology and delivering accurate revenue forecasts to executive leadership
- Proven ability to manage and develop a team of operations professionals
- Excellent communication and stakeholder management skills, with comfort presenting to CRO-level and executive leadership
- Bachelor's degree in Business, Finance, Analytics, or related field or equivalent experience
- Proficient at Microsoft 360 and associated programs; Word, PowerPoint, Excel and Outlook
- Must be US Citizen, Permanent Resident, or eligible to work in the US permanently
- Experience in B2B SaaS, fintech, or financial services sales operations at the manager or senior manager level
- Advanced Salesforce administration and architecture skills, including complex reporting, automation, and integration management
- Experience with sales compensation plan design, modeling, and administration
- Proficiency with data visualization and analytics tools (Tableau, Power BI, or similar)
- Experience supporting executive-level sales leadership with strategic analytics and operational insights
- Understanding of subscription revenue models, SaaS metrics (ARR, MRR, churn, LTV/CAC, pipeline velocity), and B2B sales motions
- Experience with revenue operations spanning Sales, Customer Success, and Marketing operations
Company Overview