Associate Manager, Sales Operations - NY

NerdWallet•New York, NY

1d•$94,000 - $168,000•Hybrid

About The Position

The Associate Manager, Sales Operations manages core operational processes supporting NerdWallet’s SMB Sales organization, including lead routing, sales commissions, revenue reconciliation, sales performance management, and sales technology administration. The role leads and develops 1–2 Sales Operations Analysts and partners with Sales Leadership, Finance, Accounting, Payroll, and other stakeholders to ensure accurate, efficient, and scalable operations. It owns critical processes, identifies opportunities for continuous improvement, and delivers reliable data and insights to support sales performance, revenue integrity, and business decisions. As a hands-on people leader embedded within the Sales team, the Associate Manager establishes priorities, assigns and reviews work, coaches employees, and provides performance feedback. The role translates business requirements into operational solutions, resolves complex issues, maintains effective processes and controls, and balances day-to-day accountability with process improvement. The position is based in a NerdWallet office in Phoenix, Arizona, or New York, New York, with a hybrid schedule of four days in the office and one remote day per week. It works at least 40 hours per week in a standard, temperature-controlled office environment, using company-provided electronic equipment and collaboration tools. Standard business hours align with the Sales organization’s operating schedule. Additional hours may be required during month-end or period-close activities, and responsiveness is expected during selling hours for critical operational or technology issues.

Requirements

Bachelor’s degree in Business, Finance, Economics, Engineering, Computer Science, or a related field.
At least 4 years of experience in Sales Operations, Revenue Operations, or Business Operations supporting a sales organization, including at least 1 year of people leadership or functional ownership experience.
Hands-on experience administering Salesforce in a sales environment, including lead assignment rules, objects, fields, flows, reporting, and dashboards.
Experience managing or administering sales commission calculations, payout processes, and compensation reconciliation with Finance, Accounting, or Payroll.
Experience reconciling sales, revenue, or partner data across multiple systems while maintaining accuracy and appropriate controls.
Advanced proficiency in Excel or Google Sheets, including data analysis, reporting, and financial or operational reconciliation.
Experience developing and maintaining sales performance metrics, dashboards, and reporting to support business decisions.
Ability to prioritize work, coach and provide feedback, and support team members’ professional development.
Strong problem-solving and analytical skills, including root-cause analysis, evaluation of alternatives, and practical recommendations.
Ability to build collaborative relationships, communicate complex operational information clearly, and influence decisions through data and sound judgment.
Ownership, accountability, attention to detail, and discretion in handling confidential compensation, financial, and employee performance information.
Ability to adapt to changing priorities and meet deadlines in a fast-paced, high-volume sales environment.

Nice To Haves

Salesforce Administrator or Advanced Administrator certification.
Experience with Sweep, RingDNA (Revenue.io), LeanData, Outreach, Salesloft, Five9, or comparable sales routing and engagement platforms.
Experience with sales commission management platforms and supporting compensation plan design or administration.
Proficiency in SQL or business intelligence tools such as Tableau, Looker, or Mode.
Experience supporting financial services, lending, or other regulated sales environments.
Experience working in high-volume inside-sales organizations.
Experience supporting both new-business Originations and Renewals sales processes.

Responsibilities

Own lead routing and assignment processes across Originations and Renewals; design, maintain, and optimize routing logic, monitor distribution and conversion measures, and resolve issues.
Manage sales commission administration, including calculating, validating, and finalizing monthly payouts; partner with Finance, Accounting, and Payroll; investigate discrepancies and disputes; and maintain documentation and audit controls.
Oversee sales and revenue reconciliation by validating transactions, revenue data, and partner information against Salesforce and Finance records; resolve discrepancies and document adjustments.
Manage sales performance reporting and analytics, including developing and maintaining KPIs, dashboards, and reporting tools, and analyzing results to inform coaching, performance management, and capacity planning.
Lead and develop 1–2 Sales Operations Analysts by setting priorities, assigning and reviewing work, providing coaching and feedback, holding regular one-on-ones, and supporting development; provide hands-on operational coverage when needed.
Administer and optimize the sales technology stack, including Salesforce configuration, access, permissions, fields, workflows, system changes, and data integrity; coordinate resolution of technical issues and recommend improvements.
Drive process improvement across lead routing, commission administration, reconciliation, and reporting; identify inefficiencies and operational risks; maintain procedures, documentation, and internal controls.
Partner with Sales, Finance, Accounting, Payroll, HR, Product, Engineering, and partner-facing teams on operational initiatives, system enhancements, and business changes; communicate risks and recommendations and facilitate alignment.

Benefits

Medical, dental, and vision health care plans for employees and dependents.
Flexible vacation time off, 11 holidays, and a holiday company shutdown.
New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care.
Mental health support.
Paid sabbatical after 5 years.
Health and Dependent Care FSA and HSA plan with monthly NerdWallet contribution.
Monthly wellness stipend and cell phone stipend; Wi-Fi stipend for eligible remote employees.
Work-from-home equipment stipend and co-working space subsidy for eligible remote employees.
Employee Resource Groups and team events, including hackathons and company-wide events.
Eight hours of volunteer time off per quarter and a company donation match.
401(k) with 4% company match.
Access to new financial products and tools.
Financial wellness guidance and unlimited access to a Certified Financial Planner through Northstar.
Disability and life insurance with employer-paid premiums.