Lead the design, implementation, and ongoing refinement of sales processes to support consistency, productivity, and scalability across the firm
Collaborate with the Salesforce Steering Committee to ensure governance, system administration, process design, data integrity, and user adoption
Develop and maintain reporting and analytics through CRM, Power BI, and Excel to provide visibility into sales performance, pipeline health, forecasting accuracy, and key metrics
Drive strategic planning efforts and provide data-driven insights that support revenue goals and inform executive decision making
Lead performance management processes for the Business Development team to ensure accountability, clarity, and alignment with organizational goals
Collaborate with Marketing, Finance, Operations, and service line leadership to align sales strategies, support go-to-market initiatives, and introduce new technologies and service offerings
Evaluate, recommend, and implement tools and technologies that improve sales efficiency, operational visibility, and firmwide alignment
Lead the sales forecasting process and maintain consistent, accurate projections that support financial and operational planning
Support sales enablement efforts by identifying training needs, developing resources, and strengthening onboarding programs
Maintain an organized and structured operational framework, ensuring documentation, workflows, and data practices align with firm policies and governance
Provide leadership with actionable recommendations based on market trends, internal performance indicators, and analysis of revenue opportunities
Supervisory responsibilities
Will lead and supervise subordinate team members
Work environment
Work is conducted in a professional office environment with minimal distractions
Physical demands
Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
Must be able to lift up to 15 pounds at a time
Travel required
Limited travel may be requested for attending events, conferences, or internal meetings
Required education and experience
Bachelor’s degree in business, finance, marketing, or related field
7+ years of experience in sales operations, revenue operations, or related roles
Strong proficiency in CRM systems (e.g., Salesforce) and data analysis tools (e.g., Excel, Power BI)
Experience leading a Revenue Operations Function or Sales Operations team
Proven ability to manage multiple projects and stakeholders in a fast-paced environment
Experience with sales forecasting, pipeline management, and performance metrics
Preferred education and experience
Advanced degree in business administration, finance, accounting, or related discipline
Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting
Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.
WHO WE AREUHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
WHAT WE OFFERPOSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.
ATTRACTIVE COMPENSATION PACKAGES
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
Top Skills
What We Do
UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges.
As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
Firm Disclaimer
©2025 UHY LLP. ALL RIGHTS RESERVED.
“UHY” is the brand name under which UHY LLP and UHY Advisors, Inc. provide professional services. The two firms operate as separate legal entities in an alternative practice structure. UHY LLP is a licensed independent CPA firm that performs attest services. UHY Advisors, Inc. provides tax and business consulting services through subsidiary entities. UHY Advisors, Inc. and UHY LLP are U.S. members of Urbach Hacker Young International Limited (UHY International), a UK company, and form part of the international UHY network of legally independent accounting and consulting firms. Any services described herein are provided by UHY Advisors, Inc. and/or UHY LLP (as the case may be) and not by UHY International or any other member firm of UHY International. Neither UHY International nor any member of UHY International has any liability for services provided by other members.
On this website, (i) the term "our firm", "we" and terms of similar import, denote the alternative practice structure conducted by UHY LLP and UHY Advisors, Inc. and its subsidiary entities, and (ii) the term "UHYI" denotes the UHY international network, in each case as more fully described in the preceding paragraph.
