Sales Operations Manager
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Job Description
Sales Operations Manager driving operational excellence for Sales teams at the largest independent Shopify design partner. Focus on pipeline management, CRM, reporting, and sales workflows.
Responsibilities:
- Serve as the operational backbone for the Sales team, ensuring consistency across pipeline management, CRM cleanliness, deal execution, and forecasting.
- Partner with Sales leadership to improve sales processes, deal workflows, pricing approvals, and forecast accuracy.
- Own HubSpot as the primary CRM for Sales — including pipelines, deal stages, custom properties, workflows, automations, and data hygiene.
- Build and maintain dashboards and reports that provide visibility into pipeline health, win rates, sales cycle length, forecast accuracy, and revenue performance.
- Support weekly and monthly sales forecasting, pipeline reviews, and executive reporting.
- Own and maintain sales contract templates, ensuring they are current, standardized, and aligned with internal policies.
- Manage the contract redlining and approval process, partnering with Sales leadership and external counsel as needed to move deals efficiently while managing risk.
- Collaborate cross-functionally with Finance and Delivery to ensure deals are accurately scoped, forecasted, and operationally sound.
- Document and maintain sales operations processes, playbooks, and SOPs to support clarity and scale.
- Identify opportunities to streamline and automate sales operations, including CRM, reporting, and contracting workflows.
Requirements:
- 3+ years of experience in Sales Operations, Revenue Operations, or Deal Desk–adjacent roles, ideally in a services-based or agency environment.
- Strong, hands-on experience with HubSpot, including CRM configuration, reporting, workflows, and data governance.
- Experience managing sales contracts, including templates, redlines, and approval workflows.
- Solid understanding of sales metrics, pipeline management, and forecasting.
- Strong attention to detail and comfort managing high-stakes deal processes.
- Excellent communication skills and the ability to partner cross-functionally with Sales, Finance, Delivery, and Legal resources.
- Process-driven mindset with a passion for building scalable systems.
Benefits:
- Competitive Healthcare with Dental & Vision
- Retirement savings plan with employer matching
- Competitive PTO policy with paid time off at end of year
- Flexible working schedule
- Remote-first culture
- Home office stipend
- Apple gear
- Continued education and personal development opportunities
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