Senior Manager, Sales Operations

IRALOGIX,Inc • Charlotte, NC

11h • Hybrid

About The Position

IRALOGIX is a modern financial technology company transforming the $17 trillion IRA market with cloud-based, fully digital IRA solutions for America’s financial institutions. By modernizing how IRA accounts are managed and delivered, we expand access to retirement saving while helping our client-partners grow and compete. At IRALOGIX, we’re proud that our employees are part of a collaborative, fast-growing organization where ideas are valued and ownership is encouraged. We invest in sophisticated, next-gen technology, clear processes, and strong partnerships so our teams can do their best work and see the real-world impact of what they create. And we’re committed to building a workplace that supports learning, innovation, and long-term career development, allowing employees to grow alongside the company.

Requirements

• 7–10+ years of experience in sales operations, revenue operations, or business operations in a B2B SaaS, fintech, or technology environment, with at least 2–4 years in a management role
• Proven expertise in CRM architecture and administration (Salesforce required) including advanced configuration, data management, and enterprise reporting
• Demonstrated experience designing or significantly contributing to sales compensation plan design and optimization
• Strong analytical skills with the ability to translate complex data into actionable business insights and executive-ready presentations
• Experience owning forecasting methodology and delivering accurate revenue forecasts to executive leadership
• Proven ability to manage and develop a team of operations professionals
• Excellent communication and stakeholder management skills, with comfort presenting to CRO-level and executive leadership
• Bachelor’s degree in Business, Finance, Analytics, or related field or equivalent experience
• Proficient at Microsoft 360 and associated programs; Word, PowerPoint, Excel and Outlook
• Must be US Citizen, Permanent Resident, or eligible to work in the US permanently

Nice To Haves

• Experience in B2B SaaS, fintech, or financial services sales operations at the manager or senior manager level
• Advanced Salesforce administration and architecture skills, including complex reporting, automation, and integration management
• Experience with sales compensation plan design, modeling, and administration
• Proficiency with data visualization and analytics tools (Tableau, Power BI, or similar)
• Experience supporting executive-level sales leadership with strategic analytics and operational insights
• Understanding of subscription revenue models, SaaS metrics (ARR, MRR, churn, LTV/CAC, pipeline velocity), and B2B sales motions
• Experience with revenue operations spanning Sales, Customer Success, and Marketing operations

Responsibilities

• Own and manage the Salesforce/CRM platform end-to-end, including architecture decisions, configuration, workflow automation, data governance, and user administration
• Design and maintain the CRM data model, ensuring it supports accurate pipeline reporting, forecasting, and performance analytics
• Define and enforce reporting standards, dashboards, and data visualizations used by sales leadership, executives, and the Board
• Evaluate, select, and implement sales technology tools as the organization scales; manage vendor relationships and system integrations
• Ensure CRM is the system of record with high data quality, consistent adoption, and reliable pipeline visibility across the sales organization
• Own the sales forecasting methodology, including forecast models, accuracy tracking, cadence management, and variance analysis
• Manage the sales reporting cadence, including weekly pipeline reviews, monthly performance dashboards, and quarterly business reviews
• Deliver advanced pipeline coverage analysis, win/loss reporting, sales cycle analytics, conversion rate tracking, and deal velocity insights
• Develop and maintain core revenue KPIs including quota attainment, rep productivity, pipeline velocity, and deal progression metrics
• Identify trends, risks, and opportunities in the pipeline and provide actionable, data-driven insights to sales leadership and executives
• Design, implement, and manage sales compensation plans in partnership with the Senior Director, Sales Operations, Finance, and HR
• Administer commission calculations, payout tracking, dispute resolution, and plan documentation
• Analyze compensation plan effectiveness, model plan scenarios, and recommend adjustments to optimize sales behavior and performance
• Coordinate with Finance on compensation accruals, reporting, and budget management
• Lead the design and execution of quota setting, territory assignments, and account segmentation processes
• Support capacity planning, headcount modeling, and growth projections for the sales organization
• Manage territory and account assignment records, mid-cycle adjustments, and segmentation changes
• Partner with Marketing on lead routing, campaign attribution, and demand generation operational alignment
• Serve as a dedicated operational and strategic partner to the Senior Sales Directors, translating their priorities into operational plans, analytics, and execution support
• Provide deal-level analytics, account intelligence, and pipeline insights to support strategic selling, account planning, and executive engagement
• Prepare executive-ready materials for client presentations, business reviews, board reporting, and investor communications as requested
• Proactively identify operational bottlenecks and process gaps that impact the Senior Sales Directors’ teams and drive solutions cross-functionally
• Design, document, and continuously improve sales operations processes, playbooks, and standard operating procedures
• Lead cross-functional process improvement initiatives that streamline the sales cycle, reduce friction, and improve operational efficiency
• Manage, mentor, and develop Sales Operations Analysts and Specialists; establish team priorities and manage workload allocation
• Manage the onboarding of new sales team members from an operations and systems perspective
• Foster a culture of data-driven decision-making, continuous improvement, and operational excellence within the sales operations team

What This Job Offers

• Job Type: Full-time
• Career Level: Senior