Sales Operations Manager

The Alba Group•Houston, TX

5d•Onsite

About The Position

The Sales Operations Manager owns the commercial data, process and coordination behind the Alba Group's sales and account management teams. This role ensures CRM data is accurate, sellers have importer insights for client conversations, and internal meetings are efficient. The manager works with a sales support coordinator for day-to-day CRM updates, focusing on standards, processes, and analysis. This position partners daily with the EVP Commercial, sales, account management, trade advisory, pricing, operations, and implementation teams.

Requirements

5+ years in sales operations, revenue operations or commercial analytics in a B2B environment.
Hands-on HubSpot experience, including building dashboards and reports and managing data quality.
Experience with Revenue Vessel and with pulling reports from Clarity / Power BI.
Strong analytical skills with data management and trade data tools.
Advanced Excel: pivot tables, lookups, Power Query and building models from raw data.
Proficient with AI tools such as Copilot, ChatGPT or Claude to speed up analysis, reporting and documentation.
Highly organized.
Comfortable coordinating meetings and calendars across several teams and senior leaders.
Clear, concise communicator who can turn data into a story sales can use.
Bachelor's degree in business, finance, analytics or a related field, or equivalent experience.

Nice To Haves

Background in logistics, freight forwarding, customs brokerage or trade compliance.
Experience with importer data and trade intelligence platforms.
CargoWise and netCHB experience.
Experience running account health or churn reporting.
Spanish proficiency.

Responsibilities

Own the integrity of commercial data in HubSpot across all five brands: accounts, contacts, opportunities and activity.
Set data standards and guide the sales support coordinator on day-to-day updates so records stay clean and complete.
Audit data regularly, fix gaps and duplicates, and keep HubSpot aligned with Revenue Vessel.
Run a weekly pipeline hygiene check for stale deals, missing next steps and past-due close dates, and send each seller their list.
Build and maintain HubSpot dashboards and reports for sales, account management and leadership.
Pull and interpret revenue reporting from Clarity / Power BI to support commercial reviews.
Analyze importer activity using trade data and importer intelligence tools: volumes, ports, origins, commodities, current brokers and forwarders.
Use advanced Excel and AI tools to work through large importer data sets quickly.
Turn that analysis into clear inputs so sales and account management can build targeted client proposals.
Build target prospect lists by vertical for the sellers and the LATAM SDR using importer data.
Support prospect research and account planning with data on where each client or prospect is growing.
Run regular reports for account management to identify downtrending accounts as early as possible.
Flag shifts in shipment volume, NR and activity so account managers can act before an account is lost.
Pull shipment, spend and trend data for key-account quarterly business reviews (QBRs).
Track account tiering, assignments and portfolio NR targets in the account management program.
Own the proposal and RFP calendar so deadlines are visible and nothing is rushed.
Gather inputs from pricing, freight forwarding, customs brokerage and trade advisory, and route them to the proposal owner on time.
Maintain a library of approved proposal templates, service descriptions and client case studies.
Help design, document and roll out commercial processes, from lead to quote to onboarding handoff.
Keep process documents, playbooks and templates current as the business changes.
Partner with pricing and implementation so handoffs are clean and nothing falls through the cracks.
Serve as the internal connector between sales and the other groups: operations, trade advisory, pricing and implementation.
Organize and schedule client prep meetings, internal reviews and pipeline calls well in advance, so nothing is last minute.
Set agendas, confirm attendees and materials, and track follow-ups to completion.