Sr. Manager, Sales Ops

We're committed to bringing passion and customer focus to the business.

We are seeking a Salesforce Solution Architect, Sales Operations to support and enhance our Salesforce ecosystem while helping drive operational excellence across the commercial organization. This role sits at the intersection of Strategic Operations, Sales, and Finance, ensuring Salesforce and related systems effectively support pipeline management, forecasting, reporting, and business processes.

Serve as a primary administrator for Salesforce and related sales operations systems, including Financial Force (Certinia). Configure and maintain Salesforce objects, fields, page layouts, record types, validation rules, approval processes, reports, dashboards, and Flow automations. Manage user access, permissions, profiles, roles, and security settings. Troubleshoot system issues and provide timely support to business users. Lead testing, deployment, and change‑management activities for system enhancements.

Maintain system documentation, data standards, and administrative procedures.

Partner with Strategic Operations leadership and business stakeholders to evaluate requirements and design scalable Salesforce solutions. Serve as a subject matter expert on Salesforce platform capabilities, advising stakeholders on best practices and implementation options. Recommend solutions that balance business needs, user experience, scalability, maintainability, and system performance. Lead the hands‑on implementation of approved enhancements using Salesforce configuration and automation tools. Assess when to leverage declarative tools such as Flows, formulas, validation rules, and approval processes versus more advanced technical solutions.

Identify opportunities to simplify processes, reduce manual work, improve data quality, and increase user productivity. Support long‑term system optimization by proactively recommending enhancements and operational improvements.

Support pipeline governance and maintain the integrity of opportunity, booking, and forecasting data. Build and maintain dashboards, scorecards, and reports that provide visibility into pipeline health, bookings, sales performance, and forecast accuracy. Monitor data quality and implement improvements to ensure reliable reporting and analytics. Partner with Sales, Finance, and Operations teams to understand reporting needs and deliver actionable business insights. Support leadership reviews with accurate and timely operational reporting.

Gather business requirements and translate them into practical Salesforce solutions. Support enhancements and integrations across Salesforce, Financial Force (Certinia), and other business systems. Improve end‑to‑end processes across opportunity management, forecasting, resource planning, approvals, and revenue operations. Help ensure consistency and alignment between CRM data, financial systems, and operational reporting. Partner with IT, Data, and Operations teams to support system enhancements and ongoing optimization.

Provide onboarding and training for Salesforce users across the organization. Develop training materials, process documentation, and user guides. Promote best practices for opportunity management, forecasting, reporting, and data quality. Serve as a trusted resource for users seeking to improve effectiveness and efficiency within Salesforce. Support adoption of new functionality and process changes through training and change‑management activities.

Partner closely with Sales, Finance, Strategic Operations, Business Unit, and Technology teams. Contribute to operational initiatives that improve visibility, efficiency, and decision‑making across the organization. Support business reviews, forecasting processes, and commercial planning activities. Act as a liaison between business stakeholders and technical resources to ensure solutions meet operational needs.