Sales Operations Manager

Role Summary

As a Sales Operations Manager in Global Sales Management, you will be a core member of a pod aligned to a business unit or segment. Your focus will be helping sales leaders and teams execute with greater clarity and consistency by running key business cadences, coordinating follow‑through, and turning priorities into action. You will work closely with sales leaders and partners across Sales Analytics & Insights, Sales Enablement, Business Management, and Technology to keep planning, governance and go‑to‑market execution moving.

The role is well suited to someone who enjoys bringing structure to complex work, connecting teams, solving operational issues, partnering with sales, and helping important work get done. Over time, the role is expected to grow from a strong execution‑focused sales operations position into broader leadership partnership and more strategic support.

• Support day‑to‑day sales operations for an assigned business unit or segment as part of a Global Sales Management pod.
• Run execution rhythms, support planning and forecasting cadences, coordinate cross‑functional follow‑up and translate priorities into consistent action.
• Partner with Sales Analytics & Insights to use reporting and insights in service of execution.
• Assist with recurring business cadences and governance forums, including planning, forecasting, pipeline reviews, business reviews and go‑to‑market routines.
• Manage intake and triage sales operations questions and issues, identifying process, data, reporting, training or technology topics and connecting with appropriate partner teams.
• Track decisions, dependencies and exceptions to ensure priorities move forward and escalation occurs early when needed.
• Identify recurring operational friction points and help improve operating rhythms, handoffs and ways of working.
• Collaborate with Sales Analytics & Insights to translate dashboards, insights into action and decision support for sales leaders.
• Collaborate with Sales Enablement, Business Management, Technology and business leaders to coordinate launches, workflow changes, readiness activities and issue resolution.
• Support CRM adoption and effective use of standard workflows by helping users navigate processes, resolve issues and link business needs to partner teams.

• Bachelor's degree or the equivalent combination of education and relevant experience AND 5+ years of total relevant work experience.

• Experience working in a B2B intermediary or institutional sales environment, preferably within financial services or asset management.
• Demonstrated experience supporting sales operations, business management or sales enablement functions.
• Strong organizational skills and ability to manage multiple priorities in a fast‑paced environment.
• Ability to translate operational frameworks, analytics and insights into clear actions and follow‑up.
• Strong collaboration skills with the ability to work effectively across sales, analytics, enablement and technology teams.
• Excellent communication and stakeholder management skills.
• Strong working knowledge of CRM platforms, ideally Salesforce, including hands‑on experience as a Salesforce super user who can guide users, reinforce adoption of standard workflows and translate business needs into clear requirements for partner teams.
• Ability to identify operational improvement opportunities and help implement more efficient ways of working.
• Understanding and/or interest in financial markets, investment products and the asset management industry a plus.

FINRA licenses are not required and will not be supported for this role.

This role is eligible for hybrid work, with up to one day per week from home.

The role begins with a strong execution focus within Sales Operations. As you build context and credibility, you will take on broader leadership partnership, more complex prioritization and a more strategic role in how Global Sales Management supports sales leaders and teams.

Location:

Maryland, Colorado, Washington and remote workers – $96,500.00 – $.

Location:

Washington, D.C.…