Sales Operations Manager

TRG•Westlake, OH

About The Position

The Sales Operations Manager is the strategic bridge between Sales and Operations, owning the transition from pre-sales to post-sales for new customers and projects. Through scopes of work (SOWs), requests for proposal (RFPs), and onboarding, this role brings together subject matter experts, captures requirements, and keeps engagements moving to completion so Operations has what it needs to execute. The role leads requirements gathering and scope definition, manages the RFP process, coordinates internal resources, and leads project kickoffs and operational handoffs. It also supports continuous improvement of SOW and RFP processes, maintains engagement data in Salesforce, tracks engagements and action items, and prepares meeting recaps, status updates, and scope summaries. Related duties may be assigned by the supervisor.

Requirements

Bachelor's degree from an accredited university or equivalent relevant work experience.
5–8 years of experience in sales operations, project coordination, or an operational support role; technical knowledge is preferred.
Proven ability to gather requirements and coordinate cross-functional teams toward a shared outcome.
Excellent written communication skills, including the ability to produce clear recaps, summaries, and business documents.
Strong organization, follow-through, and logic-based analytical skills.
Responsive and action-oriented approach to meeting business needs while maintaining a positive, professional outlook.
Discretion, sound judgment, resourcefulness, tact, and diplomacy, with the ability to maintain strict confidentiality.
Ability to pass a background check.

Nice To Haves

Experience with SOWs, RFPs, or proposal management.
Experience with Salesforce.
Background in IT, managed services, or technology lifecycle management.
Proficiency with Microsoft 365, including Outlook, Teams, Word, and Excel.
Technical knowledge.

Responsibilities

Lead requirements gathering with Sales, subject matter experts, and operational leads to capture complete and accurate scope.
Translate customer needs into clear, executable SOWs and secure stakeholder approval before handoff to Operations.
Identify gaps, risks, and dependencies early, and assist with managing scope changes after signature.
Manage the RFP process from intake and response planning through SME assignments, deadlines, and submission support.
Coordinate cross-department contributors to deliver complete, compliant, on-time proposals.
Identify and engage appropriate internal resources for each engagement and coordinate their contributions.
Lead project kickoffs that give Operations context on requirements, timelines, and owners.
Serve as the primary contact for Operations stakeholders regarding incoming work and resource needs.
Improve SOW and RFP processes, templates, and standards.
Support SOW and RFP KPIs and maintain accurate engagement data in Salesforce.
Schedule meetings and kickoffs, and send recaps documenting decisions, action items, and owners.
Track engagements to completion and follow up on open items until they are closed.
Draft status updates and scope summaries, and keep documentation organized.
Complete related duties as assigned by the supervisor.
Maintain regular and reliable attendance, operate a computer and other position-related technologies, work flexible hours as needed, communicate clearly and confidentially, and adhere to TRG Values.
Travel up to 10% of the time as needed.