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Sales Operations Manager

Job in New York, New York County, New York, 10261, USA
Listing for: Epic Insurance
Full Time position
Listed on 2026-07-08
Job specializations:
  • Business
    CRM System, Sales Analyst
  • Sales
    CRM System, Sales Analyst
Salary/Wage Range or Industry Benchmark: 100000 - 120000 USD Yearly USD 100000.00 120000.00 YEAR
Job Description & How to Apply Below
Location: New York

For over 20 years, PSG (an EPIC owned company) has been singularly focused on helping our clients navigate the complex and ever-changing challenges of drug management. Through our leading pharmacy intelligence and technologies, we save our clients billions of dollars every year with an unwavering commitment to serving as an advocate and strategic partner to our clients.

Overview

PSG is seeking a manager-level Sales Operations Manager who will serve as a strong individual contributor while leading through influence across sales, consulting, and executive leadership. This role is responsible for the operational processes that support sales opportunities through completion, the integrity and effectiveness of Salesforce as a pipeline management tool, and the data insights that inform sales strategy and decision‑making.

The ideal candidate is highly organized, analytically strong, and comfortable driving accountability without direct authority. This person should bring excellent communication skills, sound business judgment, and the ability to build strong partnerships while improving process discipline, data quality, and operational consistency across the sales organization.

Key Responsibilities
  • Own Salesforce hygiene by conducting regular audits of open pipeline, identifying stalled or outdated opportunities, and partnering with sales leaders to improve data accuracy and opportunity management discipline.
  • Schedule, manage, and facilitate pipeline calls, ensuring adherence to standards, keeping teams aligned to the agenda, documenting follow‑up items, and driving timely completion of next steps.
  • Manage the employee incentive process by ensuring eligible opportunities are reviewed and dispositioned appropriately, coordinating approvals with executive leadership and finance, and supporting communication when incentives are awarded.
  • Audit won opportunities to ensure Salesforce records accurately reflect executed contract terms, including scope, timing, and financial details, and partner with internal stakeholders to resolve discrepancies.
  • Lead renewal management activities by ensuring renewals are created, tracked, and closed accurately, and by facilitating regular reviews with business leaders to keep renewals moving through the process.
  • Leverage sales data to generate insights that inform business strategy, including analysis of win and loss trends, forecast quality, and weighting accuracy.
  • Partner with leaders across the business to expand adoption and effective use of Salesforce as a CRM and pipeline management platform, including process improvements, better account‑level tracking, and cross‑system integration opportunities.
  • Support day‑to‑day Salesforce operations, including license management, reassignment of contacts and opportunities, dashboard and report development, and ongoing system administration activities.
  • Act as a trusted operational partner who leads through influence, drives accountability across stakeholders, and identifies opportunities to strengthen sales processes before and after opportunities move through the pipeline.
Qualifications & Experience
  • Proven experience in sales operations, revenue operations, Salesforce administration, or a similar role supporting a consultative sales organization.
  • Strong understanding of pipeline management, renewal processes, forecasting concepts, and sales process governance.
  • Demonstrated ability to analyze sales data and translate findings into practical recommendations for business leaders.
  • Experience working cross‑functionally with sales, finance, and executive stakeholders to improve processes and drive accountability.
  • Hands‑on experience building and maintaining Salesforce reports, dashboards, data structures, and operational workflows.
  • Strong analytical, organizational, and project management skills.
  • Excellent written and verbal communication skills, with the ability to facilitate meetings and drive follow‑through.
  • Demonstrated ability to build strong relationships and lead through influence across teams and levels of the organization.
  • Ability to balance strategic thinking with hands‑on execution in a fast‑paced environment.
  • Experience with Salesforce…
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