Sales Operations & Systems Manager

DPL Financial Partners•Louisville, KY

6d•Remote

About The Position

DPL Financial Partners is hiring a full-time, exempt Sales Operations & Systems Manager to help its sales organization operate at scale. The role owns regular sales reporting and ongoing improvements to sales systems. It builds and maintains dashboards and reports used by sales consultants and leaders, translates business needs into requirements, tests delivered solutions, and uses data to assess whether changes work. It is a newly created role focused on identifying operational bottlenecks, defining solutions, ensuring they are implemented well, and measuring their impact. The manager works closely with the Head of Sales Strategy & Operations and coordinates with Sales, Marketing, Analytics, IT, Training, FP&A, vendors, and a Salesforce consulting partner. The role begins with shared decision-making and takes on increasing ownership of system configuration and implementation as the employee learns the business. The position defines what Sales 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. The first six months focus on trusted data and reporting; the remainder of the first year emphasizes ongoing process improvement. Success includes building and maintaining regular KPI reporting, monitoring the weekly market intelligence feed into Snowflake, reconciling sales data across systems, ensuring Salesforce improvements are specified and tested, documenting processes and decisions centrally, and making CRM configuration and implementation decisions 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 a number back to its source.
Experience writing business requirements and testing delivered work against them.
Experience validating data across systems and resolving discrepancies.
Ability to work independently, set priorities within clear goals, and see work through without close direction.
Clear, frequent communication and ability to coordinate across teams and push back with data.

Nice To Haves

Salesforce experience; admin 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 and own regular sales KPI reporting for daily activity, pipeline, and productivity; build, maintain, and support use of dashboards and reports by sales consultants and leaders.
Build reporting in Salesforce, Snowflake, and the company's 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 it across Salesforce, Salesloft, Gong, and reporting tools, tracing discrepancies to their source.
Monitor the weekly third-party market intelligence data feed into Snowflake, confirm loads ran correctly, and work 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 prioritize improvements, and maintain Salesforce process rules and pipeline data integrity.
Provide requirements to the Salesforce consulting partner and test delivered work against those requirements.
Serve as Gong administrator with support from the Head of Sales Strategy & Operations.
Partner with Marketing on Salesloft processes, troubleshoot platform issues, coordinate vendor support, and evaluate tools that could improve seller efficiency.
Turn the sales vision into processes and procedures and use reporting to measure whether processes are working and whether sales team members are focused on key result drivers.
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 needs such as action lists or Salesloft cadences, contact criteria, and reporting; report on results and provide feedback to Sales, Marketing, Training, and IT.
Maintain a central location for processes, decisions, and process guides, including the rationale behind decisions.
Partner with Training on system adoption and best practices.
Make decisions on CRM configuration and solution implementation, keeping the Head of Sales Strategy & Operations updated.