Sales Operations Manager

Roles & Responsibilities Sales Operations Maintaining pipeline hygiene, deal progression tracking, and CRM data quality standards across the GTM teams (SDRs, Pre-Sales, Sales and Customer Success Managers) Own day-to-day SLA monitoring for SDR → Sales Manager → CS handoffs — flagging breaches and driving resolution with relevant stakeholders Maintain territory and quota tracking frameworks ensuring data is current and accurate at all times Support weekly and monthly Sales performance reporting packs for leadership Sales Process & Funnel Track and monitor MQL-to-SQL-to-opportunity conversion rates — identifying anomalies and working with the Sales Ops Manager to diagnose and resolve Maintain lead lifecycle management rules — ensuring leads are correctly progressed, recycled, or disqualified in line with defined criteria Coordinate with Marketing on inbound routing logic and lead assignment rules to ensure a clean handoff from Marketing into Sales Renewals & CS Ops Act as the primary RevOps owner for the Renewals pipeline — ensuring all contract renewal dates are tracked in the CRM and flagged to Sales Managers well in advance Build and maintain a renewal forecasting tracker — monitoring at-risk accounts based on contract timelines, usage signals, and CS health inputs Coordinate with Customer Success on renewal readiness — supporting renewal pipeline reviews for QBRs and MBRs Support expansion motion workflows — identifying cross-sell and upsell triggers within the existing customer base and ensuring they are tracked and actioned in the CRM Work with Deal Desk on renewal-specific commercial terms, discount approvals, and contract amendment workflows Stakeholder & Cross-functional Serve as the RevOps point of contact for Marketing — ensuring campaign data, UTM tracking, and attribution inputs flow accurately into the CRM Partner with Finance on renewal revenue data integrity — ensuring accurate contract and billing information feeds into financial reporting Contribute to QBR and MBR reporting packs with Renewals and Sales Ops performance data Qualifications Experience 4–6 years in Sales Ops, Renewals Ops, or RevOps in a B2B SaaS company Hands-on CRM experience — Microsoft Dynamics 365 preferred, Salesforce acceptable Demonstrated experience owning or supporting a sales/renewals pipeline or CS Ops process Exposure to cross-functional collaboration across Sales, Marketing, and Customer Success Background in Tax Tech, FinTech, or compliance-driven SaaS is a plus Familiarity with expansion motion or upsell/cross-sell tracking workflows is a plus Technical Skills CRM: D365 or Salesforce · Excel / Google Sheets (advanced) · Basic BI tool exposure (Power BI or equivalent) · Marketing automation (HubSpot or Marketo — working knowledge) Soft Skills & Competencies Process-disciplined with strong follow-through · Effective collaborator across Sales, CS, and Marketing · Proactive in flagging risks · Comfortable building structure in ambiguous environments Education Bachelor's degree in Engineering, Business, Marketing, Finance, or a related field CRM (D365, Salesforce, Hubspot) certifications are a plus