Sales Operations Manager

Sales Operations Manager

The Sales Operations Manager is responsible for strengthening our sales infrastructure, ensuring data accuracy, and providing the insights needed to drive predictable revenue growth. Reporting to the Director of Data & Analytics and partnering with the VP of National Sales and other key leaders, this role is central to professionalizing our sales organization: implementing rigor around pipeline management, leveraging HubSpot CRM to its fullest, and supporting reporting needs for executive leadership and investors. The ideal candidate thrives in a fast-paced, high-growth, PE-backed environment and can balance strategic thinking with hands-on execution.

This role is based in our Chicago, IL office and follows a hybrid work model, combining in-office collaboration with the flexibility to work remotely part of the week.

Key Responsibilities:

• HubSpot CRM Ownership
  • Serve as the administrator and power user of HubSpot CRM, optimizing pipelines, workflows, automation, and integrations.
  • Ensure enterprise-wide data integrity across acquired businesses, consolidating CRM usage as new firms are integrated.
  • Drive adoption across the sales team and standardize best practices in HubSpot.
• Sales Process & Scalability
  • Design and enforce scalable sales processes to support both organic growth and acquisitions.
  • Partner with VP National Sales to establish KPIs, track funnel conversion, and enforce accountability in pipeline reviews.
  • Support territory alignment, account segmentation, and sales compensation tracking.
• Analytics, Forecasting & Reporting
  • Own sales reporting and dashboards in HubSpot, providing leadership with accurate and timely visibility into pipeline health and forecast.
  • Deliver detailed revenue analysis to support quarterly board meetings, investor reporting, and lender updates.
  • Partner with Finance to align forecasting and budgeting processes with sales activity.
• Cross-Functional Integration
  • Work with Marketing to improve lead management, campaign attribution, and ROI tracking.
  • Collaborate with Operations and Client Success to provide visibility into onboarding and retention metrics, ensuring alignment between new business growth and client satisfaction.
  • Coordinate with Compliance and Legal to ensure all sales processes align with financial services regulations.
• Change Management & Enablement
  • Lead CRM training, onboarding, and continuous improvement initiatives for sales reps across newly acquired businesses.
  • Drive process standardization and change management as we scale, ensuring consistent execution across the enterprise.
  • Provide executive leadership with insights that shape go-to-market strategy, M&A integration, and resource allocation.

Required Qualifications:

• Bachelor's degree in Business, Finance, Analytics, or related field; MBA a plus.
• 5+ years of sales operations or revenue operations experience, ideally within financial services, retirement plan administration, or a professional services business.
• Deep HubSpot CRM expertise (administration, workflows, integrations, reporting); HubSpot certifications strongly preferred.
• Strong analytical skills with advanced Excel/Google Sheets capabilities; BI tool experience (Tableau, Power BI, Looker) a plus.
• Demonstrated ability to professionalize and scale sales operations in a PE-backed or acquisitive growth environment.
• Experience producing board-level reporting and supporting investor/lender information requests.
• Excellent communication and cross-functional leadership skills, with a track record of driving adoption and accountability.

Our Value-Driven Employee Experience:

• Flexible Workplace
• Competitive PTO
• Inclusive Environment
• Development Opportunities
• Comprehensive Benefits
• Workplace Perks