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Role Summary

As a Sales Operations Manager in Global Sales Management, you will be a core member of a pod aligned to a business unit or segment. Your focus will be helping sales leaders and teams execute with greater clarity and consistency by running key business cadences, coordinating follow-through, and turning priorities into action. You will work closely with sales leaders and partners across Sales Analytics & Insights, Sales Enablement, Business Management, and Technology to keep planning, governance, and go-to-market execution moving.

This role is well suited to someone who enjoys bringing structure to complex work, connecting teams, solving operational issues, partnering with sales, and helping important work get done. Over time, this role is expected to grow from a strong execution-focused sales operations position into broader leadership partnership and more strategic support.

Responsibilities

You will support day-to-day sales operations for an assigned business unit or segment as part of a Global Sales Management pod. You will run execution rhythms, support planning and forecasting cadences, coordinate cross-functional follow-up, and help translate priorities into consistent action. You will also partner with Sales Analytics & Insights to use reporting and insights in service of execution, while the core reporting engine sits within that function.

Sales Operations Execution:

• Serve as a core member of a Global Sales Management pod aligned to a business unit or segment, supporting day-to-day sales operations and execution.
• Support execution across core sales operations capabilities, including sales planning and forecasting, business rhythm and governance, sales process framework governance, and go-to-market operational alignment.
• Assist the pod with recurring business cadences and governance forums, including planning, forecasting, pipeline reviews, business reviews, and go-to-market routines.

Operational Coordination & Issue Management:

• Manage intake and triage for sales operations questions and issues, identifying whether topics relate to process, data, reporting, training, or technology and connecting them with the appropriate partner teams.
• Track decisions, dependencies, and exceptions to ensure priorities continue to move forward and escalation occurs early when needed.
• Identify recurring operational friction points and help improve operating rhythms, handoffs, and ways of working.

Cross-Functional Collaboration:

• Partner closely with Sales Analytics & Insights to translate dashboards and insights into actions, follow-up, and decision support for sales leaders.
• Collaborate with Sales Enablement, Business Management, Technology, and business leaders to coordinate launches, workflow changes, readiness activities, and issue resolution.
• Support CRM adoption and effective use of standard workflows by helping users navigate processes, resolve issues, and connect business needs to the appropriate partner teams.

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 5+ years of total relevant work experience

Preferred:

• Experience working in a B2B intermediary or institutional sales environment, preferably within financial services or asset management.
• Demonstrated experience supporting sales operations, business management, or sales enablement functions.
• Strong organizational skills and ability to manage multiple priorities in a fast-paced environment.
• Ability to translate operational frameworks, analytics, and insights into clear actions and follow-up.
• Strong collaboration skills with the ability to work effectively across sales, analytics, enablement, and technology teams.
• Excellent communication and stakeholder management skills.
• Strong working knowledge of CRM platforms, ideally Salesforce, including hands-on experience as a Salesforce super user who can guide users, reinforce adoption of standard workflows, and translate business needs into clear requirements for partner teams.
• Ability to identify operational improvement opportunities and help implement more efficient ways of working.
• Understanding and/or interest in financial markets, investment products, and the asset management industry a plus.

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

Growth Opportunity

This role begins with a strong execution focus within Sales Operations. As you build context and credibility, you will take on broader leadership partnership, more complex prioritization, and a more strategic role in how Global Sales Management supports sales leaders and teams.