Head of Sales Operations - Virtual/Remote

Sales Operations, Manager
Time Type: Full time
Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
We are seeking an experienced Sales Operations Manager to join our expanding team and lead sales operations support for the Southeast Geography region. In this role, you will own and drive reporting and analytics, data management, sales performance, forecast reporting and analysis, sales processes, development of presentation materials, and expense management. You will partner with regional leadership to translate data into actionable insights, strengthen sales processes, and improve overall sales efficiency and drive our business forward. The ideal candidate will have a strong background in sales operations, excellent analytical and communication skills, and the ability to influence and collaborate across functions. This role will report into the Professional Sales Organization while serving as a key sales operations partner to the region.
Collect, analyze, and interpret sales data to provide actionable insights, identify business trends, and guide decision-making.

• Own the ongoing review of key performance indicators (KPIs), identify performance trends and areas for improvement, and recommend actions to regional leadership.
• Act as a trusted sales operations partner to senior leadership by proactively communicating sales trends, performance metrics, risks, process improvement opportunities, and gaps in sales reporting and forecasting.

Serve as the regional Salesforce and Power BI subject matter expert (SME), providing guidance on data, system functionality, business processes, and advanced end-user features and helping drive consistent adoption and use.
Own regional Salesforce data quality by identifying root causes of accuracy and completeness issues, partnering with stakeholders on resolution, and driving adherence to data hygiene best practices.
Ensure territory and target mappings, sales team membership, and other sales-related categorizations are maintained accurately and kept current as changes occur.
Oversee sales-related expense reporting and analysis, identify variances or risks, and partner with leadership and Finance to support alignment with budgets and financial targets.
Lead the documentation, standardization, and continuous improvement of regional sales processes to increase consistency, efficiency, and scalability.
Lead cross-functional coordination with sales operations, sales enablement, marketing and client experience, finance, data analytics, and other growth strategy teams to align priorities, resolve issues, and achieve common business goals.
Develop executive-ready presentations and recommendations that clearly communicate key insights, strategies, risks, and performance metrics to senior stakeholders.

• Bachelor’s degree in Business, Finance, or a related field required
• 5 years of experience in sales operations or a related role required, including experience independently owning complex workstreams or regional business support.
• Strong proficiency in CRM tools, Salesforce preferred.
• Excellent analytical and business judgment skills, with the ability to interpret complex data, identify implications, and provide strategic recommendations.
• Advanced proficiency in Microsoft Excel, with solid working proficiency in Word, PowerPoint, Outlook, and other Microsoft Office applications. Power BI experience preferred, with advanced proficiency navigating and interacting with reports, including bookmarks, personalization, multi-select and cross-filtering, advanced filtering, exporting and analyzing data, and other end-user functionality.
• Ability to maintain data integrity, consistency, and quality in a fast-paced environment.
• Proven ability to lead multiple projects and workstreams simultaneously while managing priorities, commitments, and deadlines.
• Exceptional organizational and time-management skills.
• Ability to work in a remote or hybrid environment.