Associate Manager, Sales Operations

NerdWallet

. Manage lead routing and assignment processes across Originations and Renewals .

Posted 11/10/2026full-timeUnited StatesMid-Level💰 $94,000 - $168,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Salesforce administration, sales performance reporting, and commission management while effectively leading teams and driving process improvements in a fast-paced sales environment.

Highest-signal resume keywords

Salesforce AdministrationSales Performance ReportingCommission ManagementPeople LeadershipData Analysis

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Salesforce ConfigurationSales Commission CalculationsAdvanced ExcelSQLTableauLookerModeSales Performance MetricsLead Assignment RulesRevenue Reconciliation

Soft Skills

Problem-SolvingAnalytical SkillsCoaching and FeedbackCollaborationCommunication

Tools & Technologies

SweepRingDNALeanDataOutreachSalesloftFive9

Certifications & Qualifications

Salesforce Administrator CertificationAdvanced Administrator Certification

Industry Keywords

Sales OperationsRevenue OperationsBusiness OperationsFinancial ServicesLendingRegulated Sales EnvironmentsHigh-Volume Sales

Tech Stack

Tools & technologies

SQLTableau

About the role

Key responsibilities & impact

Manage lead routing and assignment processes across Originations and Renewals
Design, maintain, and optimize routing logic and assignment rules
Monitor speed-to-lead, distribution balance, and conversion performance
Manage monthly sales commission calculations, validation, payouts, discrepancy investigations, and disputes
Partner with Finance, Accounting, and Payroll on commission processing and controls
Oversee sales and revenue reconciliation across Salesforce and Finance records
Validate closed and funded transactions, revenue data, and partner information
Manage sales performance reporting, KPIs, dashboards, and analytics
Analyze attainment, activity, conversion, and quality metrics
Lead and develop 1–2 Sales Operations Analysts through prioritization, work review, coaching, feedback, and one-on-ones
Administer and optimize Salesforce configuration, access, permissions, fields, workflows, system changes, and data integrity
Coordinate with vendors and stakeholders to resolve technical issues
Drive continuous process improvement across routing, commissions, reconciliation, and reporting
Develop and maintain standard operating procedures, documentation, and internal controls
Partner with Sales, Finance, Accounting, Payroll, HR, Product, Engineering, and partner-facing teams
Communicate risks, provide recommendations, and facilitate alignment
Report to the Director, Sales Operations

Requirements

What you’ll need

Bachelor's degree in Business, Finance, Economics, Engineering, Computer Science, or a related field
4+ years of experience in Sales Operations, Revenue Operations, or Business Operations supporting a sales organization
At least 1 year of people leadership or functional ownership experience
Hands-on experience administering Salesforce in a sales environment, including lead assignment rules, objects, fields, flows, reporting, and dashboards
Experience managing or administering sales commission calculations, payout processes, and compensation reconciliation
Experience reconciling sales, revenue, or partner data across multiple systems
Advanced proficiency in Excel or Google Sheets
Experience developing and maintaining sales performance metrics, dashboards, and reporting
Ability to prioritize work, provide coaching and feedback, and support professional development
Strong problem-solving and analytical skills
Ability to build collaborative relationships and communicate complex operational information clearly
Demonstrated ownership, accountability, attention to detail, and discretion with confidential information
Ability to adapt to changing priorities and meet deadlines in a fast-paced, high-volume sales environment
Salesforce Administrator or Advanced Administrator certification
Experience with Sweep, RingDNA (Revenue.io), LeanData, Outreach, Salesloft, Five9, or comparable platforms
Experience with sales commission management platforms and compensation plan design or administration
Proficiency in SQL or Tableau, Looker, or Mode
Experience supporting financial services, lending, or other regulated sales environments
Experience in high-volume, inside-sales organizations
Experience supporting Originations and Renewals sales processes
Ability to work at least 40 hours per week from a NerdWallet office in Phoenix, Arizona, or New York, New York
Ability to work four days in the office and one remote day per week
Legal authorization to work in the United States

Benefits

Comp & perks

Industry-leading medical, dental, and vision health care plans for employees and their dependents
Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown
New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care
Mental health support
Paid sabbatical after 5 years
Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution
Monthly Wellness Stipend
Cell Phone Stipend
Wifi Stipend (Only remote Nerds are eligible)
Work from home equipment stipend (Only remote Nerds are eligible)
Co-working space subsidy (Only remote Nerds are eligible)
Nerd-led group initiatives – Employee Resource Groups
Hackathons and team events
Company-wide events like NerdLove and annual Charity Auction
8 hours of volunteer time off per quarter
Company match for charitable donations
401K with 4% company match
Opportunity to test and benefit from new financial products and tools
Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar
Disability and Life Insurance with employer-paid premiums