Director of Sales Operations

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Bertram Capital is a private equity firm targeting investments in lower middle market companies. Since its inception in 2006, the firm has raised over $4B of capital commitments. Bertram has distinguished itself in the private equity community by combining venture capital operating methodologies with private equity financial discipline to empower its portfolio companies to unlock their full business potential. This approach is unique in that Bertram is not singularly focused on achieving its investment returns through financial engineering and the extraction of near‑term cash flow.

Instead, Bertram focuses on reinvestment and technology enablement to drive growth and value through digital marketing, e‑commerce, big data and analytics, application development and internal and external platform optimization.

Bertram Labs is a dedicated team of technology and marketing professionals that work on projects for our portfolio companies. Our portfolio includes companies in Business Services, Consumer, and Industrials verticals. We enable technology and drive growth through digital marketing, e‑commerce, big data and analytics, application development and internal and external platform optimization.

Position Description

We are seeking a Sales Operations Manager with strong experience in CRM management and reporting to improve business operations.

This person will work across a diverse portfolio of companies with a variety of end users, with the main function being improving visibility and reporting of data, streamlining processes, integrating add‑on acquisitions’ CRMs, lead generation, sales tool management, and ultimately driving revenue for Bertram’s portfolio companies.

Location

This position is located in Foster City, CA.

Responsibilities

• Work with business stakeholders across our portfolio companies to understand their problems and implement solutions that drive revenue.

• Collaborate with Growth, Engineering, and Data Science teams to align efforts and deliver streamlined solutions for portfolio companies.

• Provide solutions related to streamlining, merging, and creation of CRM tools.

• Improve visibility and reporting of customer and lead data.

• Oversee CRM integration with add‑on acquisitions.

• Optimize CRM and other sales/marketing tools to ensure accurate data collection, automation, and streamlined workflows.

• Implement and manage lead scoring models, lead routing, and automation rules to ensure maximum efficiency.

• Create and maintain dashboards and reports that provide visibility into key performance metrics such as pipeline health, conversion rates, sales velocity, and customer retention.

• Analyze revenue data to provide insights that support decision‑making across the organization.

• Support forecasting and budgeting efforts by providing historical trends and scenario analyses.

• Identify inefficiencies in current revenue operations processes and implement scalable solutions that improve workflow and productivity.

• Develop and enforce best practices around data hygiene, pipeline management, and reporting accuracy.

• Collaborate with sales leaders to optimize sales processes and enhance rep productivity by ensuring that they have the right tools, resources, and systems in place.

Requirements

• Minimum of 8 years of relevant experience in revenue operations, sales operations, marketing operations, or a related role.

• Strong proficiency with CRM platforms and marketing automation tools.

• Experience setting up and optimizing CRM workflows, lead scoring, product management, and contract automation.

• Demonstrated experience in building reports and dashboards, with strong analytical skills.

• Understanding of B2B sales processes, lead lifecycle management, and go‑to‑market strategies.

• Excellent problem‑solving skills and the ability to think critically in fast‑paced environments.

• Effective communication skills, both written and verbal, with the ability to explain technical concepts to non‑technical stakeholders.

Compensation and Benefits

The expected salary range for this position is: $195,000 – $225,000 total annual compensation.…