Sales Operations Director

UHY International • Sterling Heights, IL

15d

About The Position

As a Sales Operations Director on the Business Development team, you will be responsible for overseeing and enhancing the processes, systems, and reporting that support the firm’s sales function. This role ensures operational efficiency, enables data-informed decision making, and provides structured support to help the sales team meet established revenue objectives.

Requirements

• Bachelor’s degree in business, finance, marketing, or related field
• 7+ years of experience in sales operations, revenue operations, or related roles
• Strong proficiency in CRM systems (e.g., Salesforce) and data analysis tools (e.g., Excel, Power BI)
• Experience leading a Revenue Operations Function or Sales Operations team
• Proven ability to manage multiple projects and stakeholders in a fast-paced environment
• Experience with sales forecasting, pipeline management, and performance metrics

Nice To Haves

• Advanced degree in business administration, finance, accounting, or related discipline
• Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting

Responsibilities

• Lead the design, implementation, and ongoing refinement of sales processes to support consistency, productivity, and scalability across the firm
• Collaborate with the Salesforce Steering Committee to ensure governance, system administration, process design, data integrity, and user adoption
• Develop and maintain reporting and analytics through CRM, Power BI, and Excel to provide visibility into sales performance, pipeline health, forecasting accuracy, and key metrics
• Drive strategic planning efforts and provide data-driven insights that support revenue goals and inform executive decision making
• Lead performance management processes for the Business Development team to ensure accountability, clarity, and alignment with organizational goals
• Collaborate with Marketing, Finance, Operations, and service line leadership to align sales strategies, support go-to-market initiatives, and introduce new technologies and service offerings
• Evaluate, recommend, and implement tools and technologies that improve sales efficiency, operational visibility, and firmwide alignment
• Lead the sales forecasting process and maintain consistent, accurate projections that support financial and operational planning
• Support sales enablement efforts by identifying training needs, developing resources, and strengthening onboarding programs
• Maintain an organized and structured operational framework, ensuring documentation, workflows, and data practices align with firm policies and governance
• Provide leadership with actionable recommendations based on market trends, internal performance indicators, and analysis of revenue opportunities
• Will lead and supervise subordinate team members

Benefits

• POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued.
• ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
• COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 5,001-10,000 employees