Back to jobs
New

Sales Operations Manager

Chicago, IL

Who we are:

Strongpoint Partners is tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. With a coast-to-coast network of 14 leading firms including HowardSimon, Jocelyn Pension Consulting, Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard & Associates, Carlson Quinn, SI GROUP, Retirement Planning Consulting Group (“RPCG”), Karel-Gordon & Associates, Cash Balance Actuaries, Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), and CRP – California Retirement Plans (“CRP”), Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit: www.strongpointpartners.com.  

Position Summary:

The Sales Operations Manager is responsible for strengthening our sales infrastructure, ensuring data accuracy, and providing the insights needed to drive predictable revenue growth. Reporting to the Director of Data & Analytics and partnering with the VP of National Sales and other key leaders, this role is central to professionalizing our sales organization: implementing rigor around pipeline management, leveraging HubSpot CRM to its fullest, and supporting reporting needs for executive leadership and investors. The ideal candidate thrives in a fast-paced, high-growth, PE-backed environment and can balance strategic thinking with hands-on execution.

PLEASE NOTE: This role is based in our Chicago, IL office and follows a hybrid work model, combining in-office collaboration with the flexibility to work remotely part of the week.

Key Responsibilities:

  • HubSpot CRM Ownership
    • Serve as the administrator and power user of HubSpot CRM, optimizing pipelines, workflows, automation, and integrations.
    • Ensure enterprise-wide data integrity across acquired businesses, consolidating CRM usage as new firms are integrated.
    • Drive adoption across the sales team and standardize best practices in HubSpot.

  • Sales Process & Scalability
    • Design and enforce scalable sales processes to support both organic growth and acquisitions.
    • Partner with VP National Sales to establish KPIs, track funnel conversion, and enforce accountability in pipeline reviews.
    • Support territory alignment, account segmentation, and sales compensation tracking.

  • Analytics, Forecasting & Reporting
    • Own sales reporting and dashboards in HubSpot, providing leadership with accurate and timely visibility into pipeline health and forecast.
    • Deliver detailed revenue analysis to support quarterly board meetings, investor reporting, and lender updates.
    • Partner with Finance to align forecasting and budgeting processes with sales activity.

  • Cross-Functional Integration
    • Work with Marketing to improve lead management, campaign attribution, and ROI tracking.
    • Collaborate with Operations and Client Success to provide visibility into onboarding and retention metrics, ensuring alignment between new business growth and client satisfaction.
    • Coordinate with Compliance and Legal to ensure all sales processes align with financial services regulations.

  • Change Management & Enablement
    • Lead CRM training, onboarding, and continuous improvement initiatives for sales reps across newly acquired businesses.
    • Drive process standardization and change management as we scale, ensuring consistent execution across the enterprise.
    • Provide executive leadership with insights that shape go-to-market strategy, M&A integration, and resource allocation.

Required Qualifications:

  • Bachelor’s degree in Business, Finance, Analytics, or related field; MBA a plus.
  • 5+ years of sales operations or revenue operations experience, ideally within financial services, retirement plan administration, or a professional services business.
  • Deep HubSpot CRM expertise (administration, workflows, integrations, reporting); HubSpot certifications strongly preferred.
  • Strong analytical skills with advanced Excel/Google Sheets capabilities; BI tool experience (Tableau, Power BI, Looker) a plus.
  • Demonstrated ability to professionalize and scale sales operations in a PE-backed or acquisitive growth environment.
  • Experience producing board-level reporting and supporting investor/lender information requests.
  • Excellent communication and cross-functional leadership skills, with a track record of driving adoption and accountability.

 

Our Value-Driven Employee Experience:

  • Flexible Workplace
  • Competitive PTO
  • Inclusive Environment
  • Development Opportunities
  • Comprehensive Benefits
  • Workplace Perks

 

 

 

Create a Job Alert

Interested in building your career at Strongpoint Partners? Get future opportunities sent straight to your email.

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Education

Select...
Select...
Select...
Select...
Select...
Select...
Select...

Please indicate numerical salary range, do not put "negotiable" or "0".

Select...
Select...

The resume I submitted for employment at Strongpoint Partners is accurate with employment dates, company names and addresses.

Please list any work related skills, certifications, trainings or experiences you would like to highlight. If not applicable, please indicate N/A.

Select...

I certify that the answers given herein are true and complete to the best of my knowledge. I understand that any misrepresentations, omissions of facts or incomplete answers in any application document will disqualify me from further consideration for employment. I further understand that, if employed, any misrepresentations or omissions of facts in any application document will be cause for my dismissal at any time without prior notice.

I authorize Strongpoint Partners to investigate all references and to secure additional information about me, if job-related.

I understand that according to federal law all individuals who are hired must, as a condition of employment, produce certain documentation to verify their identity and their legal authorization to work in the US. As a consequence, I understand that any offer of employment would be contingent on my ability to produce the required documentation within the time period required by law.

I understand that, if employed, my employment with Strongpoint Partners is not for a specific term and may be terminated by me or Strongpoint Partners with or without notice or cause at any time. I further understand that no verbal promise, Strongpoint Partners policy, custom, business practice or other procedure (including Strongpoint Partners Employee Handbook or other personnel manuals) constitute an employment contract or modification of the employment-at-will relationship between me and Strongpoint Partners.

I acknowledge that this application will remain active for sixty (60) days from the date of application. If I have not heard from Strongpoint Partners at the conclusion of this 60-day period, it is my responsibility to contact them if I still wish to be considered for employment by Strongpoint Partners.

To acknowledge, please type your full legal name below:

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Strongpoint Partners’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.