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 SOWs (Scopes of Work), RFPs (Requests for Proposal), and onboarding, this role brings the right subject matter experts together, captures every requirement, and keeps engagements moving to completion so Operations has what it needs to execute.

Requirements

Bachelor's degree from an accredited university or equivalent relevant work experience.
Minimum of 5-8 years of experience in sales operations, project coordination, or an operational support role; technical knowledge preferred.
Proven ability to gather requirements and coordinate cross-functional teams toward a shared outcome.
Excellent written communication, with the ability to produce clear recaps, summaries, and business documents.
Highly organized, with excellent follow-through and strong logic-based analytical skills.
Responsive and action-oriented to meet business needs while maintaining a positive, professional outlook.
Uses discretion, sound judgment, resourcefulness, tact, and diplomacy, and maintains strict confidentiality.
Ability to pass a background check.
Maintain regular and reliable attendance to the satisfaction of management.
Operate a computer and other position-related technologies.
Communicate clearly and confidentially with TRG employees and other stakeholders.
Adhere to all TRG Values at all times.

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.

Responsibilities

Lead requirements gathering with Sales, subject matter experts, and operational leads to capture complete, 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 end to end, from intake and response planning to SME assignments, deadlines, and submission support.
Coordinate contributors across departments to deliver complete, compliant, on-time proposals.
Identify and engage the right internal resources for each engagement and coordinate their contributions.
Lead project kickoffs that give Operations full context on requirements, timelines, and owners.
Serve as the single point of contact for Operations stakeholders on incoming work and resource needs.
Continuously 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 with decisions, action items, and owners.
Track engagements to completion and follow up on open items until each is closed.
Draft status updates and scope summaries, and keep documentation organized.
Complete related duties as assigned by the supervisor.