Sales Operations Manager

TRAC Recruiting

. Develop and maintain sales KPIs, dashboards, and performance scorecards .

Posted 9/24/2026full-timeRemote • California • United StatesMid-LevelSenior💰 $95,000 - $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Sales Operations, focusing on KPI development, reporting, and process improvement within CRM systems like HubSpot and Salesforce. Capable of translating complex data into actionable insights and recommendations for sales leadership while driving cross-functional initiatives.

Highest-signal resume keywords

Sales Operations ManagementHubSpot CRM ExpertiseSales ForecastingData Analysis and ReportingProject Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales KPI DevelopmentPerformance ReportingData ManagementSales Pipeline ManagementLead RoutingTerritory AssignmentForecastingDashboard CreationExcel ProficiencyProcess Automation

Soft Skills

Excellent CommunicationAnalytical ThinkingDetail-OrientedOrganizational SkillsInfluencing Stakeholders

Tools & Technologies

HubSpotSalesforceCRM SystemsReporting ToolsPerformance Scorecards

Industry Keywords

B2B SalesRevenue OperationsAccount ManagementSales PerformanceCross-Functional Collaboration

About the role

Key responsibilities & impact

Develop and maintain sales KPIs, dashboards, and performance scorecards
Build weekly and monthly reporting for pipeline, activity, production, forecasting, and results
Provide leadership with visibility into sales performance, risks, opportunities, and follow-up items
Develop account-level reporting and target lists for inactive accounts, overdue opportunities, and rebooking opportunities
Support sales meetings, pipeline reviews, one-on-ones, planning sessions, and performance-management rhythms
Turn sales data into actionable recommendations for Sales leadership
Own Sales Operations processes within HubSpot, including data standards, reporting, workflows, dashboards, and adoption
Maintain account ownership, territories, lead routing, and account assignment information
Partner with Technology to improve CRM configuration, integrations, testing, and data quality
Establish processes improving visibility from lead generation through opportunity management and conversion
Identify opportunities to automate manual processes and reduce administrative work
Improve CRM adoption and data usefulness for sales teams
Support sales campaigns through target-list development, action tracking, and performance reporting
Partner with Sales leadership and Finance on territory, capacity, quota, and compensation planning
Develop and maintain sales onboarding materials, playbooks, training resources, and performance-tracking tools
Lead cross-functional Sales Operations initiatives from concept through implementation and adoption
Improve pipeline and forecasting reliability, account and opportunity ownership, regional performance measurement, CRM accuracy, reporting automation, and process adoption

Requirements

What you’ll need

4+ years of experience in Sales Operations, Revenue Operations, Business Operations, or a similar role
Experience supporting a distributed B2B sales or account-management organization
Hands-on experience with HubSpot, Salesforce, or another major CRM, including dashboards, reporting, workflows, and data management
Strong Excel skills and ability to work with large and imperfect datasets
Experience with sales forecasting, pipeline management, territory/account assignment, lead routing, and performance reporting
Strong analytical skills and ability to turn data into clear business recommendations
Ability to translate business needs into practical processes and system requirements
Strong project-management skills and ability to drive cross-functional initiatives through implementation and adoption
Excellent communication skills and confidence to challenge assumptions and influence stakeholders without direct authority
Highly organized, detail-oriented, accountable, and comfortable working in a fast-moving environment
Bachelor's degree or equivalent practical experience
Must be living in the United States
Must be a US Citizen or Green Card Holder
Must be legally authorized to work in the United States without current or future sponsorship

Benefits

Comp & perks

Full-time, direct-hire employment
Remote work arrangement
Opportunity to directly impact a growing travel organization
Significant visibility into sales operations
Ownership of critical sales systems and processes