Sales Operations & Systems Manager

DPL Financial Partners•Louisville, KY

5d•Remote

About The Position

The Sales Operations & Systems Manager is a new role responsible for helping DPL Financial Partners’ sales organization operate at scale. The role owns regular sales KPI reporting and ongoing improvements to sales systems, processes, and reporting. It turns sales team needs into clear requirements, tests delivered solutions, and uses data to evaluate whether changes are effective. The position is remote or based in Louisville, Kentucky, and reports to the Head of Sales Strategy & Operations. The role builds and maintains dashboards and reports used by sales consultants and leaders for daily activity, pipeline, and productivity. It also validates data across Salesforce, Salesloft, Gong, and reporting tools, monitors the weekly third-party market intelligence feed into Snowflake, and prepares and validates sales contributions to leadership reporting in partnership with FP&A. The manager gathers requirements and user stories for Salesforce improvements, helps set priorities, tests work delivered by the Salesforce consulting partner, maintains process rules and pipeline data integrity, administers Gong with support from the Head of Sales Strategy & Operations, and partners with Marketing on Salesloft processes. Additional responsibilities include identifying operational bottlenecks, recommending data-supported process changes and automations, defining sales team needs for launches, documenting processes and decisions centrally, and partnering with Training on system adoption and best practices. This role defines what the sales team needs from systems and reporting, but does not run training, coordinate launches across teams, direct the Salesforce consulting partner, or validate sales numbers or materials prepared by Finance or the Office of the CEO. During the first six months, the emphasis is on trusted data and reporting; afterward, the focus shifts toward ongoing process improvement. As the employee learns the business, they will take on greater ownership of CRM configuration and solution implementation while keeping the Head of Sales Strategy & Operations updated.

Requirements

At least 3 years of experience in sales operations, revenue operations, sales systems, or a sales-facing analyst role.
Understanding of how sales teams work, gained through sales, sales operations, sales enablement, sales analytics, or equivalent experience.
Experience building and maintaining dashboards and reports and tracing numbers to their source.
Experience writing business requirements and testing deliverables against them.
Experience validating data across systems and resolving discrepancies.
Ability to work independently, set priorities within clear goals, and complete work without close direction.

Nice To Haves

Salesforce experience; administrator certification is a plus.
Snowflake or SQL experience.
Experience defining metrics and data definitions, or ability to learn them quickly.
Gong administration experience and experience with Salesloft or HubSpot.
Experience using AI tools or agents for reporting or analysis.
Experience working with an outside consulting partner or supporting a CRM migration.
Financial services, wealth management, insurance, or fintech experience.
Experience supporting advisor-facing or B2B distribution sales teams.
Coding skills.

Responsibilities

Define sales KPIs and build, maintain, and improve dashboards and reports for daily activity, pipeline, and productivity in Salesforce, Snowflake, and in-house AI agents.
Partner with Analytics on new reporting and take over ongoing maintenance when reports become part of regular sales reporting.
Validate sales data and reconcile discrepancies across Salesforce, Salesloft, Gong, and reporting tools, tracing issues to their source.
Monitor the weekly third-party market intelligence data feed into Snowflake, confirm loads ran correctly, and coordinate with IT and the data provider to resolve issues.
Prepare and validate sales contributions to leadership reporting, including territory opportunity sizing, lead management, and activity reporting; partner with FP&A on reporting consistency.
Gather sales team needs, write Salesforce requirements and user stories, help set priorities, communicate requirements to the Salesforce consulting partner, and test delivered work.
Maintain Salesforce process rules and data integrity across the pipeline.
Serve as Gong administrator with support from the Head of Sales Strategy & Operations.
Partner with Marketing on Salesloft processes, troubleshoot platform issues, and coordinate vendor support.
Evaluate and recommend tools that improve seller efficiency.
Translate the sales vision into processes and procedures, supported by reporting that shows whether processes are working and sales team members are focused on results.
Identify operational bottlenecks, define automations to reduce manual work for sales team members and advisors, and recommend data-supported process changes.
For launches and initiatives, define sales team needs such as action lists or Salesloft cadences, contact criteria, and reporting; report on outcomes and identify improvements.
Keep processes, decisions, and process guides in a central location and partner with Training on system adoption and best practices.
Make decisions on CRM configuration and solution implementation as ownership grows, while keeping the Head of Sales Strategy & Operations updated.