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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Sales Operations and Revenue Operations, with a strong focus on process improvement, team leadership, and operational efficiency. Proficient in Salesforce CRM and experienced in managing deal desk operations and cross-functional collaboration.
Highest-signal resume keywords
Sales Operations ManagementSalesforce CRM ProficiencyProcess Improvement ImplementationTeam Leadership ExperienceB2B SaaS Industry Knowledge
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 OperationsDeal Desk ManagementProcess DocumentationOperational KPIs DevelopmentQuoting WorkflowsContractingOrder ProcessingData ManagementCapacity Planning
Soft Skills
Analytical SkillsProblem-SolvingCommunication SkillsStakeholder ManagementCoaching and Development
Tools & Technologies
SalesforceCPQ SolutionsAI-Enabled Productivity ToolsBusiness Intelligence SolutionsTicketing Platforms
Industry Keywords
B2B SaaSQuote-to-Close LifecycleCommercial ApprovalsOperational EfficiencySales Support
About the role
Key responsibilities & impact- Lead, coach, and develop a team of Sales Operations Managers and Specialists
- Oversee frontline sales support, deal desk, contracting, and order processing
- Resolve sales representative inquiries related to quoting, Salesforce processes, commercial policies, and operational needs
- Establish escalation paths and service-level agreements for sales support
- Manage deal desk operations and commercial approval workflows
- Maintain pricing policies, discounting guidelines, and approval matrices
- Serve as the operational escalation point for non-standard commercial terms, discounting approvals, and order-processing exceptions
- Ensure accurate and timely sales order processing and validate agreements, opportunity data, order data, and documentation
- Partner with Finance and Accounting on invoicing, reporting, and downstream financial processes
- Evaluate workflows, identify bottlenecks and manual processes, and recommend improvements
- Track operational performance metrics and report insights, risks, and improvement opportunities to Revenue Operations leadership
- Leverage automation, AI, and technology to streamline sales operations
- Develop and improve standard operating procedures, process documentation, and internal knowledge resources
- Collaborate with Sales Enablement and Sales Leadership on training, communication, and self-service resources
- Build scalable processes and improve operational efficiency, processing accuracy, and the seller experience
Requirements
What you’ll need- Bachelor’s degree in Business, Finance, Operations, Information Systems, or a related field; or equivalent practical operational experience
- 5+ years of progressive experience within Sales Operations, Revenue Operations, Deal Desk, or Commercial Operations in a B2B SaaS or technology organization
- 1–2 years of direct people management or formal team leadership experience
- Demonstrated success leading operational teams, managing competing priorities, coaching and developing employees, and ensuring accurate, timely execution of critical business processes
- Proven ability to identify operational inefficiencies, analyze root causes, and implement process improvements
- Strong proficiency in Salesforce CRM, including opportunity management, quoting workflows, approval processes, reporting, and data management
- Experience working with CPQ solutions and related sales technologies
- Strong understanding of the quote-to-close lifecycle, including sales support, commercial approvals, contracting, order processing, and cross-functional handoffs to Finance and Accounting
- Strong analytical, problem-solving, communication, and stakeholder management skills
- Experience partnering with Business Systems or IT teams to design and implement Salesforce enhancements, workflow automation, or other operational technology improvements
- Demonstrated success leading cross-functional process improvement initiatives
- Experience developing operational KPIs, capacity planning models, or dashboards
- Familiarity with AI-enabled productivity tools, ticketing platforms, or business intelligence solutions
- Prior success improving or scaling sales operations processes and teams in a growing B2B SaaS organization
Benefits
Comp & perks- Bonus eligibility
- Health insurance
- Flexible spending accounts
- Retirement savings plans
- Life and disability insurance programs
- Paid and unpaid time away from work
- Remote work eligibility
- Flexible or remote-friendly work arrangements