Sales Operations Manager

Job: Sales Operations Manager
Reports To: Chief Client Officer & Head of Global Marketing


The Sales Operations Manager assists the Sales and Marketing departments with initiatives and programs on and enterprise-wide basis.

Essential Functions

  1. Assist Chief Client Officer as Insightly SME, responsible for training and administration of CRM.

  2. Collect and facilitate organization of client and prospect information within CRM new acquisitions.

  3. Collaborate with sales and operations teams to develop new business leads and disseminate leads to the proper individual organization.

  4. Work with Sales team on development of new marketing initiatives.

  5. With direction from Sales, initiate follow up contact with selected leads.

  6. Contribute to sales proposal response, working with sales and operations.

  7. Prepare and Generate CRM Reports for SVP.

  8. Lead Vetting, Scheduling Appointments, and sales events at SVP / VP Sales direction.

  9. Generate / Assist in creation of PowerPoint Presentations as needed.

  10. Assist in proposal development and response.

  11. Conference Attendance as needed.

  12. General Support of PCS Sales operations as needed.


Leadership – Exhibit’s confidence in self and others; Inspires and motivates others to perform well;     Effectively influences actions and opinions of others; Accepts feedback from others; Gives appropriate recognition to others.

Strong Communicator – Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings; Writes clearly and informatively.

Decision Making – Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.

Teamwork Orientation – Balances team and individual responsibilities; Exhibits objectivity and openness to others’ views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone’s efforts to succeed.

Technical Capacity – Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others. Understanding of CRM administration, MS365. Proactive Self-

Starter with a desire to learn and grow withing the organization.

Learning Orientation – Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.

Project Management – Develops project plans; Coordinates projects; Communicates changes and progress; Completes projects on time and budget; Manages project team activities.

Results Orientation – Anticipate, identify, and effectively deal with problems and risks; plan for contingencies to deal with unexpected challenges. Remains open to others’ ideas and tries new things.

Diversity – Demonstrates knowledge of company EEO policy; Shows respect and sensitivity for cultural differences; Recognize the value of diversity; Promotes a harassment-free environment; Appreciates a diverse workforce.

Ethics – Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity     and ethically; Upholds organizational values.

Adaptability – Adapts to changes in the work environment; Manages competing demands. Change’s approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.

Supervisory Responsibility

Potential supervision of administrative role as department grows.

Work Environment

Work location to be determined and may be in office or remote at the discretion of management or based on department needs.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Position Type/Expected Hours of Work

This is a full-time position: Specific workdays will be assessed based on volume of work but shall not fall below 5 days in a standard work week.

If you are interested in this role, please email your resume to: