Sales Operations Program Manager
About The Position
The Sales Operations Program Manager leads complex, cross-functional programs that help sales teams operate more effectively and deliver better client outcomes. A significant focus is managing client portfolio alignment and transfers across large sales organizations, while also supporting broader sales operations priorities such as process improvement, performance insights, and program governance. The role translates business needs into plans and requirements, coordinates partners, drives decisions, and ensures solutions are implemented with discipline and measurable results. The position manages recurring client portfolio realignments and the full portfolio transfer lifecycle, from population scoping and data sourcing through approvals, assignments, communications, execution, and post-transfer stabilization. It develops integrated plans, coordinates business and technical partners, validates transfer populations, reconciles data, oversees system updates and controls, and supports banker readiness. The role also manages the intake and prioritization of sales operations requests, leads programs through implementation and continuous improvement, and develops performance measures, reporting, and actionable insights for leaders. The role offers a hybrid/flexible schedule, with an in-office expectation of three or more days per week and flexibility to work outside the office for the remaining days.
Requirements
- At least 5 years of experience in program management, project management, process improvement, sales operations, sales enablement, banking operations, or a related client-focused environment.
- Demonstrated success leading complex, cross-functional initiatives involving business teams and partners across data, technology, finance, risk, compliance, operations, communications, or sales.
Nice To Haves
- Strong program-management skills, including planning, governance, requirements, issue and risk management, decision tracking, readiness, and implementation.
- Ability to analyze processes and data, identify root causes, develop recommendations, and translate findings into practical business actions.
- Experience gathering business requirements and partnering with technical or data teams through design, testing, implementation, and stabilization.
- Strong facilitation, stakeholder-management, and influencing skills, including the ability to create clarity, build alignment, and drive accountability without direct authority.
- Clear written and verbal communication skills, with the ability to tailor complex information for executives, sales leaders, bankers, and technical partners.
- Strong judgment, organization, and attention to detail, with the ability to manage multiple priorities and deliver against firm deadlines.
- Experience supporting client portfolio transfers, sales coverage changes, segmentation initiatives, or large-scale client or account transitions.
- Experience with sales operations, CRM platforms, workflow tools, reporting solutions, automation, or sales performance programs.
- Familiarity with Salesforce, Hogan CIS, Power BI, or comparable customer, account, workflow, and reporting tools.
- Experience with process design, continuous improvement, change management, banker readiness, training, or communications.
- Banking, financial services, small business, commercial banking, or other regulated-industry experience.
Responsibilities
- Lead recurring client portfolio realignment in support of the business banking client segmentation strategy.
- Oversee the portfolio transfer lifecycle, from client population scoping and data sourcing through approvals, assignments, communications, execution, and post-transfer stabilization.
- Develop and manage integrated plans with milestones, dependencies, decision points, owners, readiness criteria, and exit criteria for each transfer phase.
- Coordinate business leaders and subject matter experts across sales, data, finance, risk, compliance, operations, communications, enablement, and technology.
- Oversee development and validation of transfer populations using agreed inclusion, exclusion, hierarchy, assignment, and ownership rules.
- Partner with data and business teams to reconcile source information, investigate discrepancies, resolve exceptions, and secure required approvals before execution.
- Coordinate transfer files and system updates across applicable platforms, maintaining controls, documentation, and contingency plans.
- Develop and coordinate banker readiness activities, including leadership alignment, role clarity, training, job aids, client context, communications, and escalation support.
- Monitor execution and post-transfer issues, drive timely resolution, confirm stabilization, and incorporate lessons learned into future transfer waves.
- Manage intake, evaluation, prioritization, and staging of sales operations requests and enhancements based on business value, risk, effort, capacity, and strategic alignment.
- Lead cross-functional sales operations programs from concept and requirements through implementation, adoption, measurement, and continuous improvement.
- Build program plans, establish governance routines, facilitate decisions, track risks and dependencies, and provide status updates to business and executive leaders.
- Design and implement process improvements that simplify work, strengthen controls, improve data quality, and create a more consistent experience for bankers and clients.
- Partner with sales leaders and frontline teams to identify operational needs, pain points, and opportunities to improve banker productivity and sales execution.
- Define business questions, key performance indicators, measures of success, and reporting requirements for sales programs and operational processes.
- Partner with data and reporting teams to develop dashboards, recurring reports, and actionable insights for sales and business leaders.
- Analyze performance, adoption, operational trends, exceptions, and root causes to identify risks and improvement opportunities.
- Translate complex data and findings into clear recommendations, decisions, and actions for leadership.
Benefits
- Healthcare coverage, including medical, dental, and vision
- Basic term and optional term life insurance
- Short-term and long-term disability insurance
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation, from two to five weeks depending on salary grade and tenure
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 hours worked, up to 80 hours per calendar year unless otherwise provided by law
- Incentive and recognition programs
- Equity stock purchase
- Pension
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
