Sales Operations & Systems Manager

Reports to: Head of Sales Strategy & Operations

Location: Remote, or Louisville, KY

Type: Full-time, Exempt

We're on a mission to modernize annuities by bringing disruptively priced products and easy-to-use technology to market. DPL Financial Partners was founded to remove the problems created by commissions-complex and expensive products, conflicted sales practices, eroded benefits-and put the power in the hands of fiduciaries and retirement investors.

You'll own the sales team's regular reporting and help our sales systems keep improving. You'll build and maintain the dashboards and reports that sales consultants and leaders use every day, turn what the sales team needs into clear requirements, test what gets delivered, and prove with data that it is working. This is a new role built to help the sales organization operate at scale.

This is not a ticket-taker role. The right person spots operational bottlenecks, defines the fix, makes sure it gets built well, and measures whether it worked.

• You're curious and enjoy learning new tools, systems, and parts of the business.
• You find creative solutions to messy problems, and you can point to something you built or improved that didn't exist before.
• You adapt well to change. We're a growing company, and priorities and tools evolve; you see that as an opportunity.
• You like building things and keeping them accurate. Much of our sales reporting still needs to be built or restructured, and you'll own its ongoing maintenance and accuracy.
• You communicate clearly and often, and you're confident pushing back with data. We're a relatively small company where every team is growing, so coordination across Sales, Marketing, Analytics, IT, and Training is part of the job.

• You'll work closely with the Head of Sales Strategy & Operations, who will invest in your growth: helping you learn the business, giving guidance, and shaping projects around skills you want to build.
• You'll get a clear goal and a minimum standard. We expect you to make it your own, improve on it, or challenge it. How you get there is up to you; the quality of the result is what matters.
• You'll work on many kinds of projects, including reporting, process design, systems, and cross-team launches. As work becomes steady, you'll move on to new growth projects.
• You'll start by working through decisions together and take on more ownership as you learn the business, including system configuration, how solutions are implemented, and solving problems before anyone raises them.
• As the team grows, there may be opportunities to focus the role on the areas where you excel.

• Own the sales team's regular KPI reporting: define what sales should track, then build and maintain the dashboards and reports sales consultants and leaders use for daily activity, pipeline, and productivity.
• Build reporting in Salesforce, Snowflake, and with our in-house AI agents.
• Partner with Analytics as they build new reporting when the business changes and take over ongoing maintenance once a report becomes part of regular sales reporting.
• Validate sales data and reconcile it across Salesforce, Salesloft, Gong, and our reporting tools.
• Own the weekly third-party market intelligence data feed into Snowflake: confirm each load ran correctly and work with IT and the data provider to resolve issues.
• Prepare and validate the sales team's contributions to leadership reporting, such as territory opportunity sizing, lead management, and activity reporting, and partner with FP&A on reporting consistency.
• Make ongoing improvements to Salesforce: gather sales team needs, write requirements and user stories, and help set priorities.
• Provide requirements to our Salesforce…