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Associate Manager, Sales Operations
NerdWallet. Manage lead routing and assignment processes across Originations and Renewals .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Salesforce administration, sales performance reporting, and commission management while effectively leading a team of Sales Operations Analysts. Strong analytical skills and the ability to optimize processes and drive continuous improvement in a fast-paced sales environment are essential.
Highest-signal resume keywords
Salesforce AdministrationSales Performance ReportingCommission ManagementTeam LeadershipData Analysis
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales OperationsRevenue OperationsSales Commission CalculationsData ReconciliationExcelGoogle SheetsKPI DevelopmentDashboard CreationLead Assignment RulesPerformance Metrics
Soft Skills
Problem-SolvingAnalytical SkillsCommunicationCoachingCollaboration
Tools & Technologies
SalesforceSales Technology PlatformsCommission Management PlatformsSQLBI Tools
Certifications & Qualifications
Salesforce Certification
Industry Keywords
High-Volume Inside SalesOriginationsRenewalsSales EnvironmentOperational Information
Tech Stack
Tools & technologiesSQL
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, discrepancies, disputes, documentation, and audit 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 to support coaching, performance management, and capacity planning
- Lead and develop 1–2 Sales Operations Analysts through prioritization, work review, coaching, one-on-ones, and feedback
- 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
- Report to the Director, Sales Operations
- Respond to critical lead routing, dialer, and sales technology issues during selling hours
- Work additional hours during month-end or period-close activities as needed
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 Salesforce administration experience, including lead assignment rules, objects, fields, flows, reporting, and dashboards
- Experience managing 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, coach and provide feedback, and support team development
- Strong problem-solving and analytical skills
- Ability to build collaborative relationships and communicate complex operational information clearly
- Strong 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
- Ability to work at least 40 hours per week from a NerdWallet office in Phoenix, Arizona, or New York, New York
- Salesforce certification, sales technology platforms, commission management platforms, SQL or BI tools, regulated sales environments, high-volume inside sales, and Originations/Renewals experience preferred
- Legally authorized to work in the United States
Benefits
Comp & perks- Industry-leading medical, dental, and vision health care plans for employees and their dependents
- Flexible Vacation Time Off + 11 holidays + holiday company shutdown
- New Parent Leave for birth, 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 for remote Nerds
- Work from home equipment stipend for remote Nerds
- Co-working space subsidy for remote Nerds
- Employee Resource Groups
- Hackathons and team events
- Company-wide employee appreciation and charity events
- 8 hours of volunteer time off per quarter with company match
- 401K with 4% company match
- Access to new financial products and tools
- Financial wellness guidance and unlimited access to a Certified Financial Planner through Northstar
- Disability and Life Insurance with employer-paid premiums
- Equity