Sales Operations Manager

Hoffman & Hoffman Inc•Charlotte, NC

2h•Onsite

About The Position

The Sales Operations Manager is responsible for leading the day-to-day sales operations infrastructure that supports pipeline visibility, CRM effectiveness, opportunity management, and data-driven decision-making across the sales organization. This role operates with a high degree of independence and accountability, exercising sound judgment to identify priority work, evaluate opportunity flow, recommend corrective actions, and improve processes, systems, and reporting that impact sales performance. The Sales Operations Manager serves as the internal champion for CRM adoption, data integrity, pipeline discipline, and sales workflow consistency. The role partners cross-functionally with sales, branch teams, and other business units to align information, improve execution, and ensure leadership has accurate, actionable insight into territory activity and performance.

Requirements

Strong proficiency with Microsoft Office Suite, especially Excel, Word, and PowerPoint, and experience working within CRM and business operating systems.
Demonstrated ability to analyze data, interpret trends, and provide clear recommendations that influence business decisions.
Ability to work independently, manage competing priorities, and exercise sound judgment in a fast-paced environment consistent with exempt-level expectations.
Strong communication and collaboration skills, with the ability to work effectively across sales, operations, branch teams, and leadership.
Familiarity with modern productivity tools and AI-assisted workflows to improve efficiency, organization, and reporting.
Professional presence, high attention to detail, and strong ownership mentality.
Ability to work onsite Monday through Friday as required.
Bachelor’s degree preferred in Business, Operations, Analytics, or a related field.
3–5 years of experience in sales operations, business operations, sales support, or a similar role with increasing responsibility.
Experience in field services, HVAC, construction, facilities, mechanical services, or a related industry preferred.
Experience with CRM administration, reporting, dashboard development, and process improvement required.
Familiarity with construction plans, takeoffs, estimating workflows, or project opportunity review preferred.

Nice To Haves

Customer Service – Effectively and efficiently work to enhance the level of customer satisfaction. Customers are our top priority.
Attention to detail – Job requires careful attention to detail and thoroughness in completing work tasks.
Dependability – Being reliable, responsible, dependable, and fulfilling obligations.
Adaptability and Flexibility – Job requires being open to change. Effective multi-tasking and daily prioritizing of duties are required.
Establish and Maintain Interpersonal Relationships – Developing constructive and cooperative working relationships with others and maintaining them over time.
Team Oriented – Job requires working with sales engineers, order correspondents, other sales teams, Parts Department, Warehouse, Accounting Department, manufacturers and customers. Strong emphasis on teamwork.

Responsibilities

Own the operational health of the sales function by monitoring opportunity flow, identifying process gaps, and recommending improvements that increase efficiency, consistency, and responsiveness.
Evaluate incoming opportunities and help determine which projects should move forward for estimating based on established business priorities, resource availability, strategic fit, and sales input.
Exercise independent judgment in prioritizing work, escalating risks, and resolving routine operational issues with limited supervision.
Coordinate across branches, departments, and functional teams to remove obstacles, improve communication, and support execution on shared opportunities and initiatives.
Provide periodic backup support for routine sales administrative functions, including inbox triage, data updates, or coverage during absences or peak periods, while maintaining primary ownership of broader sales operations responsibilities.
Serve as the primary owner and internal champion of the CRM, ensuring current opportunities in the territory are accurately maintained, tracked, and advanced in accordance with company standards.
Establish and enforce CRM data governance practices, including data hygiene standards, opportunity stage accuracy, contact integrity, activity tracking, and reporting discipline.
Lead onboarding and ongoing training for new and existing team members on CRM processes, expectations, and best practices.
Monitor pipeline activity and forecast-related information to identify inconsistencies, stalled opportunities, reporting gaps, or areas requiring sales follow-up.
Partner with sales leadership to improve visibility into pipeline quality, sales focus areas, and opportunity progression.
Analyze sales data, pipeline activity, and performance metrics to identify trends, risks, coverage gaps, and growth opportunities, and translate findings into practical recommendations for sales leadership.
Develop, maintain, and distribute dashboards, recurring reports, and performance summaries for the sales team and leadership.
Identify workflow inefficiencies, breakdowns in handoff, or reporting inconsistencies and lead corrective actions in coordination with sales and cross-functional stakeholders.
Improve operating procedures, documentation standards, and sales support workflows to create scalable and repeatable processes.
Support leadership decision-making by presenting timely, accurate, and actionable analysis related to sales performance, opportunity strategy, and operational priorities.