Sales Operations Manager

• Personally configure CRM fields, stages, reports and automation; scope complex changes and integrations for developers and test them before release.
• Define rules for each sales stage, including goals, entry and exit criteria, required data and next steps.
• Set ownership at each stage and at handover, and agree SLAs for response time and escalation.
• Audit deals to verify that CRM stages and next steps match actual client communication.
• Monitor overdue tasks, stalled deals, missing next steps and missing loss reasons.
• Maintain CRM data accuracy and resolve recurring issues with team leads.
• Write short CRM instructions and train sales representatives and team leads, including after every change.
• Build funnel reports and dashboards covering conversion by stage, stage duration, loss reasons and SLA adherence.
• Measure process-change impact and share data with sales leadership and the Sales Effectiveness Manager.
• Use AI to analyze CRM data and prepare next actions for representatives, with human review before client contact.
• Build AI workflows for the sales team and maintain AI agents and bots connected to the CRM.

Explore CRM and Sales Operations Manager at Crystalia Glass LLC. Review requirements and application details.