Sales Operations Manager - Remote, US-Based Position

Sales Operations Manager - Remote, US-Based Position

We are a dynamic marketing agency committed to delivering exceptional results for our clients. Our team thrives on creativity, innovation, and collaboration to drive success in every campaign. As we continue to expand our operations, we are seeking a skilled Sales Operations Manager to join us and serve as a liaison between sales and all departments.

Responsibilities:

Sales Operations Management:

• Oversee inbound lead routing and tracking. Ensure consistency in CRM input, Asana tracking, and consistency of presale requests.

• Initiate, establish, and support a comprehensive sales process for new outbound sales efforts.
• Prepare a detailed weekly forecast report on incoming business, tracking potential revenue and staffing impact.
• Monitor changes in the sales pipeline stage and provide insights into their impact on sales performance.
• Create and distribute a weekly email to the leadership team containing a pipeline forecast, weighted by service line.
• Compile a monthly executive sales report with a focus on key achievements, challenges, and strategic recommendations.
• Create and manage an internal RFP repository for our organization to quickly and accurately respond to external requests.
• Assist in creating and maintaining sales standard operating procedures to provide consistency in presale.

• Monitor and flag overdue tasks within Asana to ensure timely follow-up and action.

CRM Management:

• Manage and maintain the CRM system (currently HubSpot), ensuring data accuracy and integrity.

• Identify stalled deals and collaborate with the sales team to facilitate progress. Ensure that every proposal has a corresponding deal in HubSpot for accurate tracking.

• Work with the sales team to ensure contact information and outreach notes remain up to date.

Manage Proposals:

• Assist in the proposal process using Proposify & help with proposal/system maintenance.

• Maintain and organize proposal templates and ensure document hygiene with the sales team to create compelling and customized responses to Requests for Proposals (RFPs).

• Ensure timely and accurate completion of RFPs.

Manage the Audit and Upsell Process:

• Collaborate closely with the sales team to identify upsell opportunities with existing clients.

• Facilitate the upsell process, including proposal creation, negotiation, and pipeline inclusion.

Internal Marketing Efforts:

• Oversee internal marketing efforts ensuring target audience and key selling points are clear.

• Analyze and report on the performance of marketing channels.
• Aide presale efforts with updated sales materials.

• Liaison for sales initiatives identified as opportunities for existing clients.

Cross Department Collaboration & Client Onboarding:

• Attend department meetings as the voice of the Sales team.

• Act as an intermediary between teams & executive leadership team to provide consistency and aid in prioritization.
• Facilitate new client onboarding, consistency in setups, team assignments, and timing considerations.

• Foster a collaborative and results-driven culture within the sales and business development efforts across the company.

Qualifications:

• Bachelor's degree in Business Administration, Marketing, or a related field or equivalent experience.

• Proven experience in sales operations or a similar role within a marketing agency or related industry.
• Proficiency in CRM software (e.g., HubSpot) and proposal management tools (e.g., Proposify).
• Strong analytical skills with the ability to interpret complex data and generate actionable insights.
• Exceptional leadership, communication, organizational, and interpersonal abilities with the ability to motivate and manage teams.
• Experience working as a liaison between cross-functional teams and keeping all relevant stakeholders informed.
• A high level of accountability, attention to detail, and personal responsibility.

• Ability to thrive in a fast-paced, dynamic environment and adapt to changing priorities.

Why Join Us:

• Opportunity to work with a passionate team dedicated to driving success for our clients.

• Collaborative and inclusive work environment that values creativity and innovation.
• Competitive salary and benefits package including medical, dental and vision coverage plus 401(k) matching and employer contribution to an Aflac plan of the employee's choice.
• Generous time-off policy, including Summer Fridays
• Growth opportunities and professional development support.

• Remote first work environment with access to CT office for local employees

If you are a proactive and results-driven professional with a passion for sales operations and marketing, and love collaborating with other marketing professionals, we want to hear from you! Apply now to join our team and make an impact in a dynamic industry.