Regional OmniChannel Sales Manager

Overview

We are seeking a dynamic and strategic Regional Business Manager to own a piece of a local business management system across a defined territory, determining and recommending actions to be taken cross-functionally to improve business outcomes. This newly created position is both tactical—focused on monitoring dashboards closely, generating hypotheses, conducting root cause analysis, and creating powerful, prioritized actions—and strategic, with an emphasis on building the foundations for long-term regional growth and revenue accountability.

This role is an “anomaly detector” and will sound the alarm early and often, especially during our peak tax season, to allow for relentless incremental improvements and prevent any noticed issue from preventing maximum business goal attainment.

• Be the single source of truth on how the business is performing in your region, enabling consistent information flow.
• Build deep knowledge of traffic/funnel behaviors in different geographies to quickly spot anomalies.
• Act together with your fellow regional leads as the SWAT team to facilitate test & learn, surface issues & opportunities.
• Own and facilitate the processes by which issues are explored and resolved.
• Own and facilitate the processes by which learnings and changes are actioned across teams.
• Ensure the frontline doesn’t invest time in handling issues that can be solved further upstream.

• Monitor and analyze regional E2E (top, middle, bottom) funnel performance metrics, including agent performance, customer acquisition costs (CAC), revenue per lead, CTR, and lead conversion rates.
• Advocate for new data assets and dashboards that you need to dive into the right details.
• Determine how to interpret unique data on a highly granular level that could include local events, weather, local knowledge, local competition.
• Influence A/B testing initiatives specific to regional GTM, brand awareness, and sales campaigns, CTAs, page designs, and offer structures to deliver the highest ROI.
• Use data insights to course‑correct and adjust strategies in all related functional areas, by partnering with those functions internally.
• Serve as a key voice for regional lead management processes, using data insights to help define qualification criteria to deliver the right prospects to the right sales experience.
• Collaborate with Data Science teams, as well as Concierge and Expert management teams, to enhance data segmentation and prioritization, enabling precision forecasting and attribution for regional sales pipelines.
• Partner with leadership to assist in quota design, sales performance metrics, and overall compensation alignment for the regional sales.
• Serve as the liaison between your function and other teams, including technology, product, design, and concierges, to deliver seamless and high‑performing regional workflows.
• Meet daily with drivers of the overall Turbo Tax Online expansion effort to share your insights and collaborate to diagnose shifts in performance.
• Codify learnings. Create executive summaries of how each week is changing and momentum is building. Craft narratives from the data to share how your region, and our overall strategic project, is performing.

• Experience in large matrixed organizations that move at a fast pace.
• Strong knowledge of the customer journey and strong customer empathy.
• Demonstrated success in driving tangible results through data‑driven decision‑making, driving large revenue‑influencing projects, optimizing funnels or project performance.
• Exceptional communication and collaboration skills with the ability to engage stakeholders across diverse functional areas.
• Strategic Problem Solving:
  Uses data to break down complex problems, proactively prioritizing the most impactful work, and driving continuous improvement across the organization.
• Operational Excellence:
  Efficiently executes and manages projects from start to finish, establishes clear structures and metrics to keep teams on track, simplifies, standardizes, and automates processes to drive efficiency and reduce manual effort.
• Stakeholder Management:
  Builds trusted relationships to influence…