Sales Operations Strategist

Sales Operations Strategist

Overview

The Sales Operations Strategist is a critical member of the Sales Operations team, focused on leading high-impact strategic projects and leveraging advanced sales analytics to drive organizational efficiency.

• Execute Sales Operations projects end-to-end, including process mapping, journey decomposition, workflow design, and operational readiness activities such as pilot design, experiment frameworks, and frontline adoption strategies.
• Analyze sales and contact center performance data to identify trends, root causes, and improvement opportunities; perform qualitative and quantitative root cause analysis to diagnose and resolve performance gaps.
• Deliver standardized and ad hoc reports, dashboards, and scorecards using Thoughtspot, Hex, Microsoft Dynamics, Salesforce (SFDC), and other BI tools; apply SQL and advanced Excel/Google Sheets models to support daily and weekly performance cycles.
• Audit CRM and sales system workflows, assess agent behavior and adherence, and design and document workflows for inbound/outbound sales motions, contact routing, and telephony processes.
• Develop and maintain SOPs and operational documentation; facilitate cross-functional workshops, conduct requirement gathering, and translate business needs into technical specifications for technology partners.
• Facilitate cross-functional workshops to drive alignment, resolve issues, and improve coordination across the sales to CX handoff.
• Identify operational risks, design process measurement frameworks, and build efficiency models that evaluate workflow effectiveness and agent effort.
• Serve as an embedded subject matter expert within day-to-day sales operations, supporting leaders and frontline teams.

Requirements

• 5+ years of experience in sales operations, business operations, or a related field, with a track record of leading operational projects and driving process improvements in high-growth or high-volume environments.
• Demonstrated expertise in process mapping, journey decomposition, and workflow design for high-velocity sales and contact center operations, including inbound/outbound motions and telephony analysis.
• Strong background in cross-functional requirement gathering, CRM workflow auditing, SOP design, operational readiness planning, and change governance.
• Advanced proficiency in Excel or Google Sheets for data modeling; intermediate to advanced SQL skills; experience with BI/reporting tools (Thoughtspot, Hex, Salesforce SFDC).
• Skilled in cross-functional facilitation, optimizing marketing to sales and sales to CX handoffs, and translating business requirements for technical teams.

Skills

• Process mapping
• Journey decomposition
• Workflow design
• Data modeling
• BI/reporting tools (Thoughtspot, Hex, Salesforce SFDC)
• Cross-functional facilitation
• Optimizing marketing to sales and sales to CX handoffs
• Translating business requirements for technical teams

Benefits

• Medical, Dental, Vision Insurance
• 401k, With Matching Contributions
• Paid Time Off
• Health Savings Account (HSA)
• Flexible Spending Account (FSA)
• Short-Term/Long-Term Disability Insurance
• Wellness benefits (Fertility, Mental Health, One Medical, Fringe lifestyle benefits)

Pay

The salary range for this role is ($96,000 - $153,600). Actual compensation offered will depend on several factors including but not limited to: geographic location, work experience, education, skill level, and/or other business and organizational needs.

Schedule

N/A

Qualifications

• Experience in sales operations, business operations, or a related field
• Track record of leading operational projects and driving process improvements in high-growth or high-volume environments
• Expertise in process mapping, journey decomposition, and workflow design for high-velocity sales and contact center operations
• Strong background in cross-functional requirement gathering, CRM workflow auditing, SOP design, operational readiness planning, and change governance
• Advanced proficiency in Excel or Google Sheets for data modeling
• Intermediate to advanced SQL skills
• Experience with BI/reporting tools (Thoughtspot, Hex, Salesforce SFDC)
• Skilled in cross-functional facilitation, optimizing marketing to sales and sales to CX handoffs, and translating business requirements for technical teams