Sales Operations Manager

Required

• 5+ years of operations experience within a SaaS, professional services, or consulting organization
• Hands-on technical experience configuring Salesforce, including Flow Builder, custom object modeling, and advanced reporting
• Experience building and scaling operational workflows for professional services teams
• A bachelor s degree or equivalent related working experience is required
• This position is not eligible for visa sponsorship
• Analytically minded — you understand how CRM architecture impacts downstream business intelligence and data visualization, and you translate operational data into clear insight
• A confident communicator with executive presence — you influence at the leadership level and clearly articulate project status, risks, and milestones to stakeholders
• Self-directed — you manage complex projects independently while navigating a cross-functional, multi-stakeholder environment
• Familiar with applying Professional Services Automation (PSA) software integrated with Salesforce (Certinia / FinancialForce preferred)
• Familiar with the data intelligence or data governance industry; a Salesforce certification (Administrator, Advanced Administrator, or Platform App Builder) is considered a plus
• Measures of success
• Within your first month, you will complete a comprehensive assessment of the Services Salesforce ecosystem — including project tracking, utilization reporting, and forecasting accuracy — and identify the highest-impact opportunities to improve billable utilization visibility, data integrity, and capacity planning.