We are seeking a Sales Operations Manager to support our sales organization. This role serves as a strategic advisor to sales leadership, driving operational efficiency, enabling data-driven decisions, and ensuring accurate forecasting and planning. The ideal candidate has a strong analytical background, excellent communication skills, and experience working in fast-paced SaaS environments.
Responsibilities:
Sales Forecasting & Pipeline Management
- Own the forecasting process for assigned sales teams, ensuring accuracy and alignment with company goals.
- Monitor pipeline health and provide insights on conversion rates, deal velocity, and risk factors.
Revenue Planning & Analysis
- Develop financial models to support quota setting, territory planning, and revenue projections.
- Deliver scenario-based analysis to guide strategic decisions.
AI Sales Operations Responsibilities
- Leverage AI‑driven GTM tools (e.g., forecasting assistants, pipeline insight engines, and content‑automation platforms) to enhance sales productivity, improve data quality, and accelerate revenue operations.
- Serve as champion for emerging AI‑enabled sales technologies, ensuring proper adoption, training, governance, and continuous enhancement of AI GTM tools.
- Use AI‑based analytics and automation platforms to surface actionable insights, reduce manual data work, and streamline operational processes across the sales cycle.
Reporting & Insights
- Build and maintain dashboards and reports to track KPIs, trends, and performance metrics.
- Translate complex data into actionable insights for sales leadership.
Process Optimization & Enablement
- Identify process gaps and implement best practices to improve efficiency and scalability.
- Partner with cross-functional teams (Finance, Marketing, Customer Success) to align GTM strategies.
Executive Communication
- Prepare and present business reviews, forecasts, and recommendations to senior leadership for your supported teams.
- Demonstrate strong executive presence and influence across the organization.
Qualifications:
- 3-5 years in Sales Operations, Revenue Operations, or related analytical roles within SaaS.
- Proficiency in CRM systems (Salesforce preferred).
- Strong skills in data visualization tools (Tableau, Power BI) and planning platforms (Anaplan or similar).
- Advanced analytical and financial modeling capabilities.
- Excellent communication and presentation skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Bachelor's degree in Business, Finance, Economics, or related field
Top Skills
What the Team is Saying
What We Do
DFIN is a leading global risk and compliance solutions company. We provide domain expertise, software and data analytics for every stage of our clients’ business and investment lifecycles. Markets fluctuate, regulations evolve, technology advances, and through it all, DFIN delivers confidence with the right solutions in moments that matter.
Why Work With Us
DFIN is shaping global markets and is an environment where you can bring your whole self to work and do your best work every day. We are a values-based culture in which you can build a rewarding career.
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DFIN Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
We operate in a fully flexible work environment. Our employees can continue to work remotely, our offices remain open and available for collaboration.
