Senior Manager, Sales Operations

Location: Remote/HybridJob Type: Full-Time/Exempt Industry: Retirement Services/FinTech SoftwareTravel: 0%-15% IRALOGIX is a modern financial technology company transforming the $17 trillion IRA market with cloud-based, fully digital IRA solutions for America’s financial institutions. By modernizing how IRA accounts are managed and delivered, we expand access to retirement saving while helping our client-partners grow and compete. At IRALOGIX, we’re proud that our employees are part of a collaborative, fast-growing organization where ideas are valued and ownership is encouraged. We invest in sophisticated, next-gen technology, clear processes, and strong partnerships so our teams can do their best work and see the real-world impact of what they create. And we’re committed to building a workplace that supports learning, innovation, and long-term career development, allowing employees to grow alongside the company. Role: As a SENIOR SALES OPERATIONS MANAGER, you will lead the day-to-day execution and strategic management of the sales operations function at IRALOGIX. This expanded management role carries broader scope and greater autonomy than a standard Sales Operations Manager—encompassing team leadership, CRM strategy and architecture, forecasting methodology ownership, sales compensation plan design and execution, pipeline analytics, and direct operational partnership with the Senior Sales Directors. The Senior Sales Operations Manager reports to the Senior Director, Sales Operations and serves as the second-in-command of the sales operations organization, carrying authority over all day-to-day operations, team management, and process governance. The role works cross-functionally with Finance, Marketing, Customer Success, Product, and HR to drive operational excellence across the revenue organization. Responsibilities: The essential responsibilities and duties for this position include, but are not limited to, the following: CRM Strategy & Architecture Own and manage the Salesforce/CRM platform end-to-end, including architecture decisions, configuration, workflow automation, data governance, and user administration Design and maintain the CRM data model, ensuring it supports accurate pipeline reporting, forecasting, and performance analytics Define and enforce reporting standards, dashboards, and data visualizations used by sales leadership, executives, and the Board Evaluate, select, and implement sales technology tools as the organization scales; manage vendor relationships and system integrations Ensure CRM is the system of record with high data quality, consistent adoption, and reliable pipeline visibility across the sales organization Own the sales forecasting methodology, including forecast models, accuracy tracking, cadence management, and variance analysis Manage the sales reporting cadence, including weekly pipeline reviews, monthly performance dashboards, and quarterly business reviews Deliver advanced pipeline coverage analysis, win/loss reporting, sales cycle analytics, conversion rate tracking, and deal velocity insights Develop and maintain core revenue KPIs including quota attainment, rep productivity, pipeline velocity, and deal progression metrics Identify trends, risks, and opportunities in the pipeline and provide actionable, data-driven insights to sales leadership and executives Design, implement, and manage sales compensation plans in partnership with the Senior Director, Sales Operations, Finance, and HR Administer commission calculations, payout tracking, dispute resolution, and plan documentation Analyze compensation plan effectiveness, model plan scenarios, and recommend adjustments to optimize sales behavior and performance Coordinate with Finance on compensation accruals, reporting, and budget management Quota, Territory & Go-to-Market Operations Lead the design and execution of quota setting, territory assignments, and account segmentation processes Support capacity planning, headcount modeling, and growth projections for the sales organization Manage territory and account assignment records, mid-cycle adjustments, and segmentation changes Partner with Marketing on lead routing, campaign attribution, and demand generation operational alignment Serve as a dedicated operational and strategic partner to the Senior Sales Directors, translating their priorities into operational plans, analytics, and execution support Provide deal-level analytics, account intelligence, and pipeline insights to support strategic selling, account planning, and executive engagement Prepare executive-ready materials for client presentations, business reviews, board reporting, and investor communications as requested Proactively identify operational bottlenecks and process gaps that impact the Senior Sales Directors’ teams and drive solutions cross-functionally Process Excellence & Team Management Design, document, and continuously improve sales operations processes, playbooks, and standard operating procedures Lead cross-functional process improvement initiatives that streamline the sales cycle, reduce friction, and improve operational efficiency Manage, mentor, and develop Sales Operations Analysts and Specialists; establish team priorities and manage workload allocation Manage the onboarding of new salesteam members from an operations and systems perspective Foster a culture of data-driven decision-making, continuous improvement, and operational excellence within the sales operations team Required Skills/Abilities: 7–10+ years of experience in sales operations, revenue operations, or business operations in a B2B SaaS, fintech, or technology environment, with at least 2–4 years in a management role Proven expertise in CRM architecture and administration (Salesforce required) including advanced configuration, data management, and enterprise reporting Demonstrated experience designing or significantly contributing to sales compensation plan design and optimization Strong analytical skills with the ability to translate complex data into actionable business insights and executive-ready presentations Experience owning forecasting methodology and delivering accurate revenue forecasts to executive leadership Proven ability to manage and develop a team of operations professionals Excellent communication and stakeholder management skills, with comfort presenting to CRO-level and executive leadership Bachelor’s degree in Business, Finance, Analytics, or related field or equivalent experience Proficient at Microsoft 360 and associated programs; Word, PowerPoint, Excel, Outlook Must be US Citizen, Permanent Resident, or eligible to work in the US permanently Desired Skills and Experience Experience in B2B SaaS, fintech, or financial services sales operations at the manager or senior manager level Advanced Salesforce administration and architecture skills, including complex reporting, automation, and integration management Experience with sales compensation plan design, modeling, and administration Proficiency with data visualization and analytics tools (Tableau, Power BI, or similar) Experience supporting executive-level sales leadership with strategic analytics and operational insights Understanding of subscription revenue models, SaaS metrics (ARR, MRR, churn, LTV/CAC, pipeline velocity), and B2B sales motions Experience with revenue operations spanning Sales, Customer Success, and Marketing operations IRALOGIX is an equal opportunity employer committed to building a team that embraces diversity, represents a variety of backgrounds, and upholds inclusiveness. 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