The Sales Operations team at Vestwell is growing to meet the needs of our scaling organization, playing a critical role in driving our firm’s objectives forward. We are seeking a dynamic and detail-oriented Sales Operations Manager to join our team at Vestwell. As manager, you will serve a vital role in the team’s link between Sales Effectiveness Leadership, Revenue Operations, Marketing, and our various Sales Teams. As Manager, you will have the opportunity to serve as a leader to drive progress towards Sales Operations goals with junior resources on the team.
In this role, you will be responsible for managing a range of sales operations functions that directly impact the performance and efficiency of our sales teams. You’ll lead the front-end sales operations team, maintain and enhance our Salesforce CRM, optimize sales processes, and ensure smooth territory planning and outreach infrastructure. Additionally, you’ll leverage data analysis to provide actionable insights, assist with goal setting, and document best practices to streamline operations. This is an exciting opportunity for a strategic thinker who thrives in a fast-paced environment and is passionate about driving operational excellence across sales teams.
What you'll do:
- Front End Sales Operations Team: Manage front end sales operations team responsible for servicing ad-hoc sales team requests, proposal construction, and platform portal creation mid-funnel.
- CRM Maintenance & Development: Maintain Salesforce data quality via management of continuous improvement requests with Revenue Operations. Build a streamlined and scalable program for identification, requirements writing, and roadmapping of such requests which lead to continuously improving CRM.
- Sales Process Optimization: Collaborate with Sales Effectiveness Leadership, Product, Marketing, Revenue Operations, Finance and Sales to streamline processes and increase cross-team collaboration.
- Territory Planning & Maintenance: Manage Vestwell’s multi-channel territory management model and tech stack, working closely with sales leaders to align on changes and drive model performance.
- Architect Outreach Infrastructure: Lead in planning and producing advanced dynamic sequences which form the backbone of scalable lead funnel sales activity throughput
- Data Analysis: Driveanalysis and interpretation of data to identify trends in areas such as forecasting, conversion rates, speed to lead, and funnel performance to provide actionable insights for sales leadership in a scalable fashion.
- Team Goal Planning: Work with Sales Leadership and Finance to assist in high level planning and goal setting for teams. Streamline reporting and accountable communication on progress towards these goals.
- Process Documentation: Document and maintain sales processes, procedures, and best practices.
What you'll need:
- Bachelor’s Degree or equivalent experience
- 4+ years of relevant experience in sales operations, revenue operations
- Advanced Excel, PowerPoint, Google sheets and Google slides skills
- Experience with Salesforce CRM
- Comfortable analyzing large data sets and using insights to make informed decisions
- Familiarity with sales concepts and metrics
- Understanding of basic financial principles and terminology
- Excellent organization and follow up skills
- Ability to thrive in a dynamic and fast paced startup environment
- Intellectual curiosity and a willingness to learn
This role will be based in Vestwell’s New York Phoenix, Austin, or King of Prussia office, and will be expected to report to the office in a hybrid schedule.
The expected base salary range for this position is a minimum of $90K - $110K. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired.
