Sales Operations Manager

Date PostedJune 5, 2026LocationRemoteCompanyEpic Insurance Brokers and ConsultantsSalary$100,000.00 - $120,000.00TypeMid Level

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Key Responsibilities: • Own Salesforce hygiene by conducting regular audits of open pipeline, identifying stalled or outdated opportunities, and partnering with sales leaders to improve data accuracy and opportunity management discipline.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.