Manager Sales Operations

Key Responsibilities

• Serve as the administrator of Salesforce CRM, ensuring the platform supports sales workflows, pipeline management, customer visibility, and business reporting needs.
• Maintain CRM governance, compliance, user permissions, data integrity, required fields, account ownership, opportunity stages, and standardized usage practices.
• Create and maintain Salesforce reporting for weekly, monthly, and annual business reviews, leadership meetings, pipeline discussions, and sales performance presentations.
• Maintain accurate CRM data, including accounts, contacts, leads, opportunities, activities, pipeline metrics, and customer records; create dashboards and reports that provide leadership with clear visibility into sales activity and performance.
• Analyze CRM trends, pipeline movement, forecast accuracy, conversion rates, activity levels, and revenue opportunities to identify risks, gaps, and actionable improvements.
• Support and maintain CRM-based lead generation processes, including prospect assignment, qualification tracking, follow-up visibility, and communication workflows.
• Own and maintain the sales collateral database, ensuring sales materials, presentations, case studies, process documents, and customer-facing resources are organized, current, easily accessible, and aligned with CRM and sales enablement processes.
• Monitor KPIs such as lead conversion, opportunity progression, forecast accuracy, average deal size, activity completion, data hygiene, and sales cycle length; recommend improvements based on findings.
• Manage and optimize the sales technology stack with Salesforce CRM as the central system of record, ensuring integrations, analytics tools, and automation platforms support consistent data flow and reporting.
• Train and support sales and marketing users on CRM processes, dashboards, reporting standards, and best practices to increase adoption, consistency, and efficiency.

Qualifications And Requirements

• Bachelor’s degree in business, Supply Chain, Logistics, or related field
• 3+ years of experience in sales operations
• Proficiency in data analytics tools (Power BI, Excel)
• Certified Salesforce Administrator or similar certification or training
• Excellent communication and problem-solving skills
• Strong analytical skills

Preferred Skills

• Experience with lead generation and lead process
• Experience in logistics, transportation, or 3PL industry
• Ability to thrive in a fast-paced, dynamic environment
• Demonstrated ability to gather data from multiple sources to drive results
• Demonstrated time management and organizational skills, overall responsiveness