Sales Operations Manager
About The Position
The Sales Operations Manager will lead our Sales Ops efforts in North America and play a critical role in strengthening and scaling our sales and revenue operations, with a primary focus on improving visibility, accuracy, and consistency across the sales funnel. This role will partner closely with senior leaders across Finance, Operations, and client-facing practitioners to ensure all new and existing business opportunities are captured, structured, and forecasted effectively. This is a highly collaborative and hands-on role, ideal for someone who combines strong process discipline with solid business judgment and communication skills. You will act as the central point of coordination for sales data, helping translate sales and revenue activity into clear, actionable insights for FP&A and Finance leadership. This position follows a hybrid work model, combining remote flexibility with in-person collaboration to foster productivity, teamwork, and engagement. The office location for this role is in Stamford, CT.
Requirements
- Bachelor’s degree in Finance, Accounting, Business Administration, or a related field
- Minimum of 3 years of experience in sales ops, client finance, or a related role in a professional services environment
- Ability to work independently to manage a developing Sales Ops process
- Ability to work collaboratively with senior practitioners in a fast-paced environment. Proven experience managing client budgets, forecasts, and financial reports
- Excellent communication skills, with the ability to communicate complex financial information to both financial and non-financial stakeholders
- Advanced proficiency in Excel required
- Strong attention to detail, analytical, and problem-solving skills
Nice To Haves
- Experience in Netsuite or Salesforce is a plus
Responsibilities
- Own use of Sales Force as a CRM in terms of purpose, configuration, and hygiene standards
- Ensure accurate opportunity stages, standardized and reasonable probability weightings, and ensure value outputs match commercial intentions
- Produce regular pipeline reports, dashboards, and actionable insights for global leadership
- Implement and enforce data-quality standards—required fields, data integrity checks, senior management approval for high value additions and changes
- Introduce core CRM activity based metrics per practitioner -e.g.meetings, phone calls, referrals, events
- Partner with Finance leadership and market practice leaders to produce Annual Budget and reforecasts three times a year, with scenarios and variance analysis as needed
- Provide early-warning insights into revenue risk
- Maintain and monitor core activity-based metrics
- Ensure Sales Ops data and particularly signed proposals accurately reflected in Finance systems and analytics dashboards output (SalesForce, NetSuite, Power BI)
- Evaluate and implement process improvements (pipeline weighting, workflow automation)
- Provide analytics dashboards for senior practitioners
- Onboard new practitioners with Sodali approach to pipeline and CRM usage
- Track competitive intelligence—win/loss reasons, competitor pricing shifts, market patterns
- Ensure account directors have necessary data for upcoming retainer/recurring renewal cycles, pricing reviews, and upsell strategies
- Track performance-to-targets, to inform bonus payout scenarios
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What This Job Offers
Job Type
Full-time
Career Level
Manager
