Sales Operations Manager

• Build understanding of the end-to-end sales process, including pipeline stages, lead qualification, team handoffs, and deal progression
• Shadow Sales team members and Business Analysts in working sessions, interviews, and requirements discussions
• Develop familiarity with company products, customers, and commercial priorities
• Assist in mapping sales workflows and drafting process maps, swimlane diagrams, and flowcharts
• Take structured notes in stakeholder meetings and prepare summaries, action items, and draft requirements
• Maintain business process documentation, requirements backlogs, and project artifacts
• Support drafting user stories and acceptance criteria
• Pull, organize, and summarize sales data in Excel
• Build reports, charts, and summaries on pipeline health, conversion, and process performance
• Identify CRM data inconsistencies and assist with cleanup and data quality efforts
• Support CRM enhancement projects by documenting requirements, tracking questions, and following up on decisions
• Participate in user acceptance testing by executing test scenarios, documenting results, logging defects, and tracking issues
• Prepare release notes, quick reference guides, and training documentation
• Assist with Sales user support questions and escalate issues as needed
• Communicate with Sales, IT, and leadership
• Provide status updates and raise questions or blockers
• Collaborate across teams and accept coaching and feedback

IT Business Systems Operations Analyst – Sales Pipeline, CRM

• Use analytics tools to provide deep business insights
• Build Power BI dashboards to quantify key business metrics
• Analyze key business metrics and report insights and opportunities to leadership
• Support Process Systems & Solutions business processes
• Streamline work processes using automation and/or artificial intelligence
• Support customer proposal engagements by aligning sales strategies and coordinating cross-functional support

Sales Operations Manager jobs in Texas

IT Business Systems Operations Analyst – Sales Pipeline, CRM

Business Operations/Sales Analyst Intern