Sales Operations Manager
Job Summary
PSG is seeking a Sales Operations Manager to lead operational processes, manage Salesforce pipeline integrity, and provide data-driven insights. This individual contributor role requires influencing sales, consulting, and executive leadership teams to improve process discipline and data quality. The ideal candidate will balance strategic thinking with hands-on execution to support sales organization effectiveness.
Responsibilities
- Manage Salesforce data hygiene and pipeline integrity
- Facilitate pipeline review meetings and follow-ups
- Coordinate employee incentive processes
- Analyze sales data to generate strategic business insights
- Oversee renewal management and CRM administration
Required Skills
- Salesforce Administration
- Sales Pipeline Management
- Data Analysis & Forecasting
- Cross-functional Leadership
- Project Management
Job Details
Key Responsibilities:
• Own Salesforce hygiene by conducting regular audits of open pipeline, identifying stalled or outdated opportunities, and partnering with sales leaders to improve data accuracy and opportunity management discipline.
• Schedule, manage, and facilitate pipeline calls, ensuring adherence to standards, keeping teams aligned to the agenda, documenting follow-up items, and driving timely completion of next steps.
• Manage the employee incentive process by ensuring eligible opportunities are reviewed and dispositioned appropriately, coordinating approvals with executive leadership and finance, and supporting communication when incentives are awarded.
• Audit won opportunities to ensure Salesforce records accurately reflect executed contract terms, including scope, timing, and financial details, and partner with internal stakeholders to resolve discrepancies.
• Lead renewal management activities by ensuring renewals are created, tracked, and closed accurately, and by facilitating regular reviews with business leaders to keep renewals moving through the process.
• Leverage sales data to generate insights that inform business strategy, including analysis of win and loss trends, forecast quality, and weighting accuracy.
• Partner with leaders across the business to expand adoption and effective use of Salesforce as a CRM and pipeline management platform, including process improvements, better account-level tracking, and cross-system integration opportunities.
• Support day-to-day Salesforce operations, including license management, reassignment of contacts and opportunities, dashboard and report development, and ongoing system administration activities.
• Act as a trusted operational partner who leads through influence, drives accountability across stakeholders, and identifies opportunities to strengthen sales processes before and after opportunities move through the pipeline.
Qualifications & Experience:
• Proven experience in sales operations, revenue operations, Salesforce administration, or a similar role supporting a consultative sales organization.
• Strong understanding of pipeline management, renewal processes, forecasting concepts, and sales process governance.
• Demonstrated ability to analyze sales data and translate findings into practical recommendations for business leaders.
• Experience working cross-functionally with sales, finance, and executive stakeholders to improve processes and drive accountability.
• Hands-on experience building and maintaining Salesforce reports, dashboards, data structures, and operational workflows.
Key Competencies:
• Strong analytical, organizational, and project management skills.
• Excellent written and verbal communication skills, with the ability to facilitate meetings and drive follow-through.
• Demonstrated ability to build strong relationships and lead through influence across teams and levels of the organization.
• Ability to balance strategic thinking with hands-on execution in a fast-paced environment.
• Experience with Salesforce administration, reporting, dashboards, and data management.
• Bachelor's degree in Business, Marketing, Finance, or a related field, or equivalent work experience.
• Salesforce Certified Platform Administrator.
• Ability to travel as business needs require.
Preferred Qualifications:
• Experience supporting a professional services, consulting, or B2B sales organization.
• Background in renewal management, sales analytics, or revenue operations.
• Experience leading CRM enhancements, cross-system integrations, or process improvement initiatives.