Manager - Sales Ops/Finance
Listed on 2026-09-12
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Sales
Sales Analyst, CRM Systems & Management, Business Development -
Business
Sales Analyst, CRM Systems & Management, Business Development
Beverly , Massachusetts Perm 140000 Sep 3, 2026 $ 140000.00 - $160000.00
Manager of Sales Operations – Americas (Finance)KBW Financial Staffing & Recruiting has partnered with a growing organization that is seeking a Manager of Sales Operations – Americas to support its commercial sales organization. This is a highly cross-functional role focused on improving the effectiveness, efficiency, and scalability of sales operations across the Americas.
The ideal candidate will bring a combination of strong analytical and commercial operations experience, ideally within the medical device, healthcare, or life sciences industry
. This individual will partner closely with Sales, Marketing, Finance, Customer Service, and Operations while owning key processes across forecasting, reporting, CRM data, sales enablement, and order-to-cash support.
- Build and maintain sales performance dashboards, pipeline reporting, forecasting models, and executive-level commercial analytics
- Partner with Sales leadership and Finance on forecasting, quota planning, territory alignment, sales compensation inputs, pricing analysis, and revenue performance
- Monitor and analyze key commercial metrics, including bookings, revenue, pipeline conversion, win rates, average selling price, backlog, quote turnaround time, and CRM adoption
- Support order-to-cash processes, including reviewing orders for completeness and coordinating issue resolution across Customer Service, Finance, and Operations
- Assist with customer quotations, proposals, RFP responses, contract documentation, and other sales support materials
- Maintain CRM data integrity and identify opportunities to improve sales processes, reporting, and commercial visibility
- Support sales onboarding, training, process communication, and field sales enablement across territories
- Develop actionable insights from commercial data to support sales strategy and decision-making
- Partner cross-functionally to improve processes and ensure timely execution of commercial initiatives
- Ensure sales operations processes align with company policies, quality standards, and applicable medical device compliance requirements
- Bachelor’s degree in Business, Finance, or a related field
- 5+ years of experience in Sales Operations, Commercial Operations, Revenue Operations, Finance, or Sales Analytics
- Experience with in medical device, healthcare, life sciences, or another regulated B2B environment
- Advanced Excel and analytical skills
- Experience with Power BI, Copilot, and other AI-enabled solutions
- Strong understanding of sales forecasting, pipeline management, territory planning, pricing support, and sales performance reporting
- Ability to translate complex data into actionable commercial insights
- Strong communication, project management, and cross-functional partnership skills
- Ability to effectively manage multiple priorities in a fast-paced, continuously evolving environment
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