The Manager of Sales Operations plays a fundamental role in driving efficiency, scalability, and performance within the sales organization and supports customer success. This position is responsible for optimizing sales processes, managing data and reporting, supporting strategic initiatives, and ensuring alignment between sales, operations, and customer success teams. This position is also responsible for enhancing the Sales & Marketing Team efforts and productivity through communication with multiple departments, and as the administration of CRM database.
Sales Process Optimization:
Design, implement, and continuously improve sales workflows, tools, and best practices to enhance productivity and customer experience.
Ownership of Salesforce CRM for compliance and data integrity
Responsible for ensuring the database is configured and utilized by the sales team
Responsible for Salesforce reporting for weekly, quarterly and annual presentations and meetings
Data Management & Reporting:
Maintain accurate sales data and pipeline metrics; develop dashboards and reports for leadership visibility.
Analyze trends, forecast revenue, and provide actionable insights to support decision-making.
Cross-Functional Collaboration:
Act as a liaison between sales, operations, finance, and customer success teams to ensure seamless execution of deals and service delivery.
Implement and execute RFP Process for all RFI/RFP opportunities to ensure visibility and compliance for large scale and new sales ventures
Support pricing strategies, contract management, and compliance with company policies.
Support and maintain lead generation of prospects for assignment, qualification and communication
Performance Management:
Monitor KPIs such as conversion rates, average deal size, and sales cycle length; recommend improvements.
Technology & Tools:
Manage and optimize sales technology stack, including CRM, analytics tools, and automation platforms.
Train sales teams on tools and processes to maximize adoption and efficiency.
Bachelor's degree in business, Supply Chain, Logistics, or related field
3+ years of experience in sales operations
Strong understanding of supply chain and freight management processes.
Proficiency in Salesforce CRM systems and data analytics tools (Power BI, Excel).
Experience with or certified Salesforce Administrator or similar certification
Excellent communication, problem-solving, and project management skills.
Strong analytical skills and experience in enabling sales teams to achieve revenue goals.
Experience with pricing models and lead generation
Experience in logistics, transportation, or 3PL industry
Ability to thrive in a fast-paced, dynamic environment
Strong customer orientation and excellent interpersonal and communication skills
Demonstrated ability to gather data from multiple sources and manage projects to drive results
Demonstrated time management and organizational skills, overall responsiveness
The duties and responsibilities listed above are representative of the duties of the position, and do not include all the tasks that the incumbent may be required to perform. The incumbent must be able to perform all of the essential functions of this job, either with or without reasonable accommodation.