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What Is a Sales Operations Manager and How to Become One

Sales Operations Manager

What Does a Sales Operations Manager Do?

A sales operations manager ensures that salespeople are operating at their optimal efficiency. Through the use of data and the latest technology, they help manage the sales staff with a focus on improving productivity. Job duties for a sales operations manager include evaluating Customer Relationship Management (CRM) data. This information allows them to provide meaningful sales content, manage lists of viable sales leads, and connect salespeople with the right customers. They may also create sales dashboards to allow sales managers to make the best business decisions.

How to Become a Sales Operations Manager

The qualifications you need to become a sales operations manager include a degree and knowledge of sales practices and strategies. You must have the skills to manage sales staff and make key decisions regarding long-term goals and ends. You can start this career by earning a bachelor’s degree in business administration or a closely related field, though employers sometimes hire applicants lacking formal educational qualifications but with many years of successful sales experience and proven management skills. You must have moderate computer proficiency in order to track goals, assess performance of team members, and manage internal resources. Most sales operations manager positions require knowledge of customer relationship management (CRM) software, such as Salesforce.

Sales Operations Manager Job Description Sample

With this Sales Operations Manager job description sample, you can get a good idea of what employers are looking for when hiring for this position. Remember, every employer is different and each will have unique qualifications when they hire for a Sales Operations Manager role.

Job Summary

We are seeking a dedicated, motivated individual to join our team as a Sales Operations Manager. As part of our operations strategy team, you develop and implement new sales processes in support of our sales department professionals, equipping them with the tools to create, develop, and transform client relationships. You work across several teams to manage sales operators, providing them with the resources and tools necessary to support our overall business objectives and ensure our reputation as the best and most accessible partner in the industry. This is a senior-level position, and our ideal candidate has considerable professional experience in sales and operations roles, particularly with an emphasis on leading teams and fostering collective success.

Duties and Responsibilities

  • Maintain a detailed understanding of existing sales processes and identify areas open to process improvement
  • Implement new processes, educating sales operators and teams on how best to utilize new tools and methods
  • Directly assist teams developing high-value clients
  • Devise high-level sales strategies in response to emerging trends and opportunities
  • Analyze market and sales data, delivering reports on your findings to other key decision-makers

Requirements and Qualifications

  • Bachelor's degree in business, finance, or a relevant field
  • 10 years of experience in sales and operations, including 5 years in a supervisory or leadership role
  • Thorough understanding of customer and vendor management platforms
  • Strong communication and organizational skills