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The Sales Operations Manager plays a critical role in supporting sales effectiveness, operational excellence, and revenue growth. This position partners closely with sales leadership, finance, marketing, delivery teams, and Global Sales Operations to optimize sales processes, enable strategic planning, and drive overall business performance. The role also collaborates with the Global Sales Operations team and other internal stakeholders to enhance and streamline sales process activities across multiple business units (Health Plan Life Sciences and Provider). In addition, this role owns the sales forecasting process for both business units, ensuring accuracy, consistency, and actionable insights to support decision-making. It leads cross-functional initiatives, manages key sales operations activities, and translates complex data into meaningful insights. With strong analytical capabilities and stakeholder engagement skills, role serves as a trusted partner to sales leaders, helping improve account coverage, pipeline health, forecasting accuracy, and overall sales execution.
Job Responsibility
Support sales planning cycles, including territory alignment, account assignments, and coverage models
Maintain accurate account and territory data to ensure alignment across sales teams
Partner with leadership to track performance against targets and drive execution of growth plans
Manage and improve core sales processes, tools, and reporting frameworks across two business units
Partner with Global Sales Operations and other cross-functional internal teams to enhance and streamline sales process activities
Own and manage the sales forecasting process for both business units, ensuring accuracy, consistency, and timely reporting
Ensure data integrity across CRM and sales systems and serve as the primary point of contact for all CRM-related queries
Identify process gaps and implement improvements to enhance sales productivity
Develop and deliver regular sales performance reports, dashboards, and insights
Analyze pipeline, forecasting accuracy, and conversion metrics to guide decision-making
Support business reviews (weekly, monthly, quarterly) through data preparation and insights
Lead or support strategic initiatives such as go-to-market planning, organizational changes, and sales transformation efforts
Conduct analysis and develop recommendations to enable revenue growth and operational efficiency
Build presentations and executive-level materials to communicate insights and strategies
Partner closely with sales leaders, finance, marketing, and cross-functional teams
Serve as a point of contact for sales operations-related inquiries and ad hoc requests
Facilitate alignment across teams to support sales priorities and business objectives
Support sales governance processes, including pipeline reviews, forecasting cadence, and reporting standards
Enable sales teams through training, tools, and documentation
Maintain documentation of processes, policies, and best practices
Requirements
8-10 years of experience in sales operations, business operations, or related roles
Bachelor's degree required
Experience supporting enterprise or complex sales environments preferred
Experience working with Salesforce (CRM) strongly preferred
Strong understanding of sales processes, pipeline management, and forecasting
Advanced analytical and problem-solving skills with the ability to interpret data into insights
Excellent communication and presentation skills with experience creating executive-level content