Sales Operating Cadence

• Lead weekly forecast and pipeline review meetings with Sales and Customer Experience leaders, ensuring consistent execution of established operating rhythms.
• Track, communicate, and drive completion of follow-up actions resulting from forecast and deal review meetings.
• Monitor cadence effectiveness and identify opportunities to improve consistency, accountability, and execution across sales teams.

Sales Operations Program Management

• Administer core Sales Operations programs, including territory management, lead routing, account assignments, enterprise deal support, executive sponsorship initiatives and more.
• Monitor and escalate activities that break documented Rules of Engagement and work with sales management to communicate and resolve events.
• Partner with Sales Operations and Enablement to identify areas to improve operational efficiency through automation and AI-enabled process improvements.

Salesforce Process Governance

• Measure and maintain Salesforce quality standards, including opportunity stages, forecast categories, aligned to exit/entry requirements.
• Monitor process compliance and identify recurring adoption or data quality issues.
• Collaborate with Sales Enablement to identify training needs resulting from process changes or performance gaps.

Sales Process Improvement Support

• Support adoption of sales technology platforms, including Salesforce, CPQ, ZoomInfo, Momentum.io, and other sales enablement tools.
• Develop and maintain sales process documentation, ensuring workflows remain current and aligned across the organization.
• Identify process gaps and recommend scalable solutions to improve organizational performance.

Cross-Functional Partnership

• Collaborate with Sales Leadership, Customer Experience, Sales Operations, Sales Enablement, IT, and Channel teams to improve sales execution and operational consistency.
• Support cross-functional initiatives that improve forecasting accuracy, sales productivity, customer retention, and enterprise opportunity management.

Required

• Bachelor's degree in Business, Operations, Sales, or a related field, or equivalent experience.
• 5+ years of experience in Sales Operations, Revenue Operations, Business Operations, or Program Management.
• Strong knowledge of Salesforce CRM and sales process governance.
• Experience leading cross-functional initiatives involving Sales, Customer Success, IT, and Enablement.
• Excellent organizational, project management, and communication skills.
• Strong analytical mindset with the ability to identify operational trends and recommend process improvements.

Preferred

• Experience supporting enterprise technology or SaaS sales organizations.
• Knowledge of CPQ, ZoomInfo, Momentum.io, or similar sales technologies.
• Experience with sales forecasting, pipeline management, and revenue operations processes.
• Familiarity with AI-enabled workflow automation and process optimization.

Success in this role will be measured by the effectiveness and adoption of the organization's sales operating system, including:

• Consistent execution of forecast and sales operating cadences.
• Timely completion of action items resulting from forecast and deal review meetings.
• Increased adoption of standardized Salesforce processes and sales workflows.
• Improved data quality and CRM process compliance.
• Successful administration of Sales Operations programs and enterprise deal governance.
• Increased adoption and utilization of sales tools and technology.
• Measurable improvements in operational efficiency through process optimization and automation.