Sales Operations Manager

Job Description

Job Description

Position Summary:

The Sales Operations Manager is responsible for strengthening the efficiency, accuracy, and overall performance of the sales organization. This role oversees a range of special projects - including tracking and billing workflows, proactive client - support initiatives, and back-office operations - while also supporting junior-level sales management activities. The ideal candidate is detail-oriented, proactive, and comfortable working cross-functionally to improve processes and support both internal teams and client needs.

Position Responsibilities:

• Special Projects & Operational Support

• Manage and maintain tracking and billing processes, ensuring accuracy, timeliness, and clear documentation.

• Lead the development and execution of proactive initiatives designed to improve client satisfaction, service delivery, and long-term relationship value.

• Oversee and streamline back-office support functions, ensuring smooth coordination across departments.

• Track progress, deadlines, and deliverables for all special projects, providing regular updates to leadership.

• Sales Operations & Coordination

• Support the sales team in daily operational needs, including CRM management, workflow optimization, and resource coordination.

• Assist with the development and implementation of sales processes, tools, and best practices to enhance performance and consistency.

• Produce and maintain sales reports, dashboards, and performance analytics to guide decision-making.

• Collaborate with marketing, operations, and finance teams to ensure alignment and smooth flow of information supporting sales initiatives.

• Participate in pipeline reviews, forecasting, and sales planning activities.

• Team Support & Process Improvement

• Train and assist sales team members on processes, systems, and reporting tools.

• Identify and recommend operational improvements to reduce inefficiencies and increase organizational effectiveness.

• Provide support for cross-functional initiatives as assigned by leadership.

Competencies:

• Must have proven leadership, interpersonal, communication, computer and technical skills in the specialty area being supervised.

• Ability to maintain confidentiality and comply with all HIPAA regulations.

• Demonstrated leadership ability, strength and diplomacy.

• Strong interpersonal skills and professional demeanor.

• Ability to communicate effectively verbally and in writing.

• Critical thinking with efficient and effective problem-solving skills.

• Ability to manage and execute multiple projects, prioritize, and meet deadlines.

• Ability to work well in a team environment that promotes inclusiveness and communication among team members.  

Education and Experience:

• Bachelor’s degree in business, Sales, Marketing, or a related field.

• Experience with billing, tracking, or administrative operations.

• Background in client-support or customer success environments.

• Familiarity with sales performance metrics and operational KPIs.

• Experience in fast-paced or high-growth environments.

• 1–3 years of experience in sales operations, project coordination, billing coordination, or similar operational roles.

• Proficiency with CRM systems (e.g., Salesforce, HubSpot) and spreadsheet tools.

• Excellent organizational skills with strong attention to detail and accuracy.

• Effective communication skills and the ability to collaborate across multiple internal teams.

• Demonstrated ability to manage multiple projects simultaneously.

Work Environment:

• Environmentally controlled laboratory environment.

• Fast paced environment with occasional high pressure or emergent situations.

• Frequent exposure to body fluids.

• Possible exposure to infectious specimens, communicable diseases, toxic substances, and other conditions common to a laboratory environment.

• Required to wear Personal Protective Equipment (PPE) as appropriate such as lab coats, face shields, gloves and masks in testing areas.

• Frequent interaction with a diverse population including team members and other customers.

Physical Demands:

• Frequent standing, walking, grasping, carrying and speaking.

• Occasional sitting, reaching, bending. and stooping.

• Lifting, carrying, pushing. and pulling up to 50 pounds, with assistance if needed.

• Frequent use of computer, keyboard, phone, and copy and fax machine as needed.