Sales Operations Manager
Role Overview
The Sales Operations Manager plays a pivotal role in enabling and empowering RedHelm’s national sales team. By leveraging tools, data insights, and streamlined processes, this role ensures alignment between sales and operations while driving clarity, precision, and performance. Acting as both a strategist and problem solver, the Sales Operations Manager translates data into meaningful action, maintains seamless system administration, and serves as a trusted escalation point for the Sales Ops team. Success in this role depends on collaboration across Sales, Finance, and Operations, working together to deliver the excellence and dependability that define RedHelm’s approach.
Key Responsibilities
Data, Reporting, and Insights
Maintain and manage financial and sales performance data in HubSpot, ensuring accuracy and accessibility for leadership.
Lead the monthly board deck process, gathering and synthesizing data into clear, compelling reports and supporting narratives.
Monitor bookings data and deliver timely updates to Sales and Finance leadership.
Build and refine HubSpot dashboards and reports to support recurring and ad-hoc reporting needs.
Translate data into actionable insights, surfacing trends, risks, and opportunities that inform leadership decisions.
Team Leadership & Escalation
Lead and enable the Sales Operations team, setting clear expectations and fostering independence and accountability.
Serve as the first point of escalation, providing guidance, problem-solving support, and connecting the team with the right resources.
Provide coaching and feedback to strengthen execution and build team capabilities.
Systems & Tools Administration
Act as subject matter expert and administrator for HubSpot CRM, ensuring system integrity, configuration, and adoption.
Oversee DealHub CPQ administration, including adding new products and supporting quoting escalations.
Partner with Sales and Operations to optimize tool usage and reduce friction in the sales process.
Process & Operations Flow
Define, maintain, and continuously improve sales processes to ensure smooth handoffs between Sales and Operations.
Resolve process-related questions and proactively address obstacles to keep work moving efficiently.
Collaborate with Sales leadership to improve pipeline hygiene, forecast accuracy, and overall sales effectiveness.
Cross-Functional Partnership
Partner with Finance and Operations to ensure accurate reporting of bookings, cross-sell activity, and revenue forecasts.
Collaborate with leaders across Sales, Finance, and Operations to align data, reporting, and processes with organizational goals.
Act as a trusted partner who balances sales objectives with operational readiness and long-term client success.
Skills & Attributes
Strong knowledge of HubSpot CRM and reporting ; familiarity with CPQ tools such as DealHub.
Analytical mindset with proven ability to interpret sales data and provide actionable insights.
Proficiency with Excel or BI tools to support data analysis and reporting.
Clear and confident communicator who can engage both technical stakeholders and executive leadership.
Highly organized and detail-oriented, able to manage recurring deliverables and deadlines.
Proactive problem solver with a focus on improving workflows and reducing friction.
Strong leadership skills with experience coaching and developing teams desired.
Measures of Success (internal)
Accuracy, timeliness, and clarity of board decks, forecasts, and reporting deliverables.
Sales Operations team operating with independence and minimal escalations.
Smooth administration and high adoption of HubSpot and DealHub.
Improved forecast accuracy, pipeline health, and sales rep efficiency.
Consistent delivery of the right data and insights to cross-functional teams.
Ongoing process improvements that reduce friction and enable sales performance
This role offers an annual salary range of $100,000 to $115,000, based on experience and qualifications.
