Sales Operations Manager job description template

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Sales Operations Manager Job Description Template

A sales operations manager is instrumental in supporting a company’s sales team by optimizing sales processes and improving overall sales performance. They manage sales data, streamline workflows, and provide essential support to ensure that sales representatives have the resources, insights, and tools needed to meet their sales goals. With a strong focus on data-driven strategies, sales ops managers enhance efficiency, lead training programs, and develop impactful sales strategies.

Use this sales operations manager job description template to find candidates with expertise in CRM systems, automation tools, and sales forecasting. If you’re looking to hire top talent, consider connecting with skilled professionals on Upwork.

 

 

Job Overview

We are seeking an experienced sales operations manager to oversee and optimize our sales processes. This role involves managing sales data, coordinating training programs, implementing automation tools, and working closely with stakeholders to improve overall team performance. The ideal candidate has a bachelor’s degree in business operations or a related field, several years of experience in sales operations, and strong communication skills to work collaboratively with sales reps and sales leaders.

Key Responsibilities

As a sales operations manager, your key responsibilities will include:

  • Optimizing sales processes. Identify areas of improvement within sales workflows and streamline processes to boost efficiency.
  • Managing CRM systems. Oversee the company’s CRM tools like Salesforce to ensure accurate data and improve user experience for sales professionals.
  • Analyzing sales data. Perform data analysis on sales performance, track KPIs, and provide actionable insights to improve results.
  • Sales forecasting and planning. Work on sales forecasting and assist the director of sales with setting and achieving sales goals.
  • Implementing automation tools. Introduce and maintain automation systems to improve team productivity and sales pipeline accuracy.
  • Supporting sales strategy. Collaborate with the sales team to develop and implement effective sales strategies aligned with business objectives.
  • Creating training programs. Lead sales training initiatives to onboard new sales reps and upskill existing team members.
  • Monitoring team performance. Track key performance indicators and identify any bottlenecks impacting the team’s performance.
  • Budget management. Oversee and manage the sales budget, ensuring cost efficiency and alignment with company goals.


Qualifications and Skills

To excel as a sales operations manager, candidates should have:

  • Education. A bachelor’s degree in business administration, sales, business development, or a related field.
  • Experience. 4-6 years of experience in sales operations or sales management.
  • CRM proficiency. Familiarity with Salesforce and other CRM systems for managing sales data.
  • Analytical skills. Strong analytical skills and proficiency with Excel for data analysis and sales forecasting.
  • Communication skills. Excellent communication skills to effectively collaborate with sales team members, stakeholders, and sales reps.
  • Project management skills. Proven ability in project management to oversee sales initiatives and maintain team productivity.
  • Problem-solving abilities. Strong problem-solving skills to address bottlenecks and improve team efficiency.
  • Leadership skills. Leadership abilities to mentor and support the sales operations team and align with sales leadership.
  • Technical skills. Familiarity with sales technologies and automation tools to support sales funnel optimization.
  • Organizational skills. Ability to manage multiple projects and prioritize tasks effectively to maintain smooth workflows and meet deadlines.


About Our Company

[Company Name] is a fast-growing, innovative company focused on empowering our sales team to achieve optimal results. We value data-driven decisions and a collaborative approach to achieving success. By joining us as a sales operations manager, you’ll play a vital role in shaping our sales strategies and supporting our sales professionals to meet their goals.

 

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Sales Operations Managers you can meet on Upwork

  • $13 hourly
    Janice L.
    • 5.0
    • (2 jobs)
    Manila, NCR
    Featured Skill Sales Operations Managers
    Virtual Assistance
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    Cold Calling
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    I have 15 years of sales and customer service experience. I have proven record of success in meeting my goals as well as increasing clients loyalty and satisfaction. I attribute this success to my ability to build connection, understand their pain points, and offer tailored solutions based on their business goals and objectives. SALES SKILLS - Build, grow and nurture relationships from small to large businesses. - Cold calling, cold email, appointment setting and lead generation to acquire new clients. - Account research and LinkedIn prospecting. - Create proposals, sales presentation, closed deals for new clients and contract renewal for existing clients. - Account management, expand awareness and identify new opportunities. - Manage sales pipeline and sources leads.
  • $10 hourly
    Aurvie A.
    • 5.0
    • (15 jobs)
    Davao, DAVAO
    Featured Skill Sales Operations Managers
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    Hi, Good day! My name is Aurvie. If you're looking for someone who's professionally experienced in cold calling, appointment setting, sales, and admin tasks and has a minimum 5-year record in these industries to place on the front line and trust with the integrity of your business, someone to wow your prospect or customers, someone whose English is very articulate without an accent, then you need me. I provide value for your money whether on solid appointments, or an honest return on your investment for the hours you're looking to pay in any industry. You're here reading this because this person is right for the job. I've been in the telemarketing industry for 5 years providing honest and efficient work. I'm a fast learner, I'm very good at multitasking, I'm determined, motivated, a numbers girl who's also a fast typist, and I know exactly how to get past a gatekeeper to the decision maker of even executive companies. I speak with conviction, and people listen. My profile won't demonstrate these skills that I can attribute to helping your business to be more successful, matter of fact, it doesn't prove anything much about me. That is why we should talk and allow ourselves to prove this for ourselves. I am here daily. Simply drop me an inbox and let's explore the possibilities of something lucrative in doing business together.
  • $55 hourly
    Beverley C.
    • 5.0
    • (29 jobs)
    Gainesville, FL
    Featured Skill Sales Operations Managers
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    My name is Beverley Catlett, and I have over five years of experience in the CBD and cannabis industries in Content Writing, Marketing, and Sales. My former employers range from industry leaders such as Hemplucid, Elixinol, and Ananda Professional, to dozens of startups and mid-sized brands whose efforts I have sustained from launch through various phases of development. I have a specialized research background in cannabis, and an in-depth knowledge of cannabis compounds, products, and delivery formats, as well as unmatched industry experience and expertise. I hold my Master's and PhD in English, and this professional training as a researcher and writer--combined with my industry experience and expertise--has aided my specialized research background in cannabis, and my in-depth knowledge of cannabis compounds, products, and delivery formats, all of which has supported my work in marketing and sales for a diverse variety of brands. I am experienced in writing virtually all types of web content; internal and external marketing content; and other marketing materials. I have helped successful, established brands rewrite and rebrand entire websites, and I have helped several startups launch by writing their websites from scratch in collaboration with my team. I entered the industry in 2017 as a Consultant Content Writer for Hemplucid, where I was hired on the basis of my specialized knowledge of CBD, consumer insights, and research background to help the company recreate its website. I consulted with the marketing team on a weekly basis about the need for more education, explanation, and emphasis on specific points of appeal on each product page; the need for more frequent blog posts that attended both to the basic foundations of CBD consumer knowledge (the endocannabinoid system, CBD vs. THC, etc), as well as emerging trends and queries about CBD for specific people, problems, and purposes; and spearheaded an Education Center, now “Hemplucid University,” for which I wrote all content and guided content strategy. Ever since, I have performed similar duties for dozens of employers in the industry, from startups to established brands. I have offered the same services to my employers in sales, and I specialize in lead development & generation, and B2B and B2C sales and telesales. Below, I discuss my industry experience and credentials separated into two separate categories that best frame my areas of expertise: Content Writing, and Sales. CONTENT WRITING, MARKETING, EDUCATION, BLOGS For all of these employers, I have singlehandedly managed a running blog with anywhere between 1 to 5 posts per week. With my MA and PHD in English from Georgetown and UNC Chapel Hill, I am a fast and prolific writer, and can typically produce any 500-1500 word article with a turnaround of just a few days, or several within a week's time--meaning that I can help your brand scale search rankings and cultivate ample content to enhance your online presence and consumer engagement. In addition to blogs, I have written nearly every form of web and marketing content commonly found on brand websites. I have worked with both startups and established brands to completely rewrite and enhance existing web content; add to websites; or create entire websites from scratch. I also specialize in product pages, and I am familiar with each product type's unique benefits and advantages, and points of appeal for consumers. SALES Alongside my work as a Content Writer, I have 4 years’ experience in Lead Development and Sales for various CBD and cannabis brands. During this time, I gained a comprehensive background in both B2B and B2B sales, as well as telesales and direct sales in a brick-and-mortar setting. I specialize in lead development, and use my research capabilities to identify prospects that appropriately match the budget, appeal, and product needs of my company. I can typically generate dozens of leads in a day’s time, and I communicate with all connections thoroughly to ensure close or maintain engagement until the client is ready to close. I have various contacts in the industry, from CBD-specialty distributors--brick-and-mortar locations, wholesalers, smoke shops, raw material suppliers, white label and private label clients, bulk buyers, private pharmacies--to non-specialized businesses such as grocery and health food stores, gyms, spas, health and wellness studios, pharmacies, discount markets, and many more.
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