Senior Sales Operations Manager

PRIMARY OBJECTIVES AND RESPONSIBILITIES

• Work with a cross-functional team to define and maintain sales processes aligned to Challenger methodology and complex buying cycles; coordinate across multiple business units and selling teams to harmonize processes without stifling agility.
• Reinforce the selling discipline established by Sales Leadership, refining it through Challenger and our nine stage (0-8) CRM sales process.
• Own CRM architecture and governance across multiple business units and selling motions.
• Create stage definitions, win/loss criteria, and approval workflows that reflect multi-stakeholder decision-making.
• Document and socialize standard operating procedures for lead management, account assignment, and inside sales.
• Drive automation and integrations to enable seamless handoffs across marketing, sales, and operations.
• Ensure data integrity and enforce standardization while supporting localized needs. Accomplish this by being firm in approach while also adapting to field dynamics.
• Drive pipeline hygiene and conversion improvements through governance and analytics.
• Partner with Sales Leaders to ensure forecast accuracy and actionable insights.
• Utilize data and research to develop insights, programs and tools that drive measurable sales results.
• Oversee the design and launch of tools, resources, and user guides to support CRM optimization and utilization.
• Oversee the CRM support team to deliver a positive internal customer experience for our commercial teams.
• Develop education programs to build rigor and consistency in CRM documentation and sales process execution.
• Partner with product management, marketing and commercial team to implement campaigns.
• Synthesize CRM projects with enterprise initiatives, determining priority and roadmaps for IT development, along with consistent review and optimization of workload for current projects.
• Project manage and implement enhancements to the CRM and sales process through effective communication and partnership with our sales, operations, and corporate support teams.
• Measure the effectiveness of implemented initiatives, continuously improving our approach and integrating best practices.
• Partner with finance and accounting teams to ensure alignment of metrics and data points across the organization.
• Evaluate and implement technology that supports complex buying motions and multi-business unit workflows.

QUALIFICATIONS

• Bachelor’s degree in marketing, business administration, or equivalent combination of education or experiences
• 8+ years in Sales Operations or Revenue Operations; experience in matrixed organizations required
• Expertise in CRM platforms (SugarCRM preferred) and governance across multiple business units
• Proven ability to design and enforce sales processes aligned to Challenger methodology
• Strong analytical skills with experience in forecasting, pipeline modeling, and executive reporting
• Excellent stakeholder management and change leadership in complex environments
• Healthcare industry knowledge preferred
• Proficient in MS Office Suite.

KNOWLEDGE, SKILLS, AND ABILITIES

• Strategic Process Design: Balances standardization with business unit-specific needs
• Cross-Functional Leadership: Influences across Sales, Operations, Marketing, Finance, and Solution/Product Management
• Data-Driven Decision Making: Builds insights that drive predictable growth
• Change Management: Ensures adoption of processes and tools in a matrixed structure
• Communication: Solid written and verbal communication skills with demonstrated ability to think strategically and suggest creative solutions with proactive approach to problem identification and solving
• High Personal Accountability: Ability to meet deadlines and shifting priorities.

DISCLAIMER

This job description in no way states or implies that these are the only duties to be performed by the employee in this position. It is not intended to give all details or a step-by-step account of the way each procedure or task is performed. The incumbent is expected to perform other duties necessary for the effective operation of the department and the company.

It is the policy of Agiliti to provide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender identity, sex, sexual orientation, national origin, age, physical or mental disability, genetic information, marital status, status as a veteran, military service, or any other characteristic protected by applicable federal, state, or local civil rights laws. In addition, Agiliti will provide reasonable accommodations for qualified individuals with disabilities. Agiliti strictly prohibits any form of retaliation against individuals who make good faith reports of alleged violations of this policy or who cooperate in Agiliti’s investigation of such reports. Affirmative Action Policy Statements

You may be required to obtain certain vaccinations, or provide proof of current vaccination status, based on customer and/or company requirements. If vaccination is required, Agiliti will provide specific directions and cover the expense at a participating clinic. Please note, this includes the COVID-19 vaccination.

Agiliti offers a robust suite of benefits for regular, full-time, non-union employees including: health insurance options for Medical, Dental & Vision plans, Short- and Long-Term Disability plans, Flexible Spending Accounts, Health Savings Accounts, Life Insurance Options, Paid Time Off, 401K Saving Plan with employer match, Employee Discounts, Tuition Reimbursement, Daily Pay program, Employee Assistance Program, and wellness programs.

Agiliti is an equal opportunity employer and provides reasonable accommodations to employees and applicants consistent with state and federal law.

Agiliti

This range represents the low and high ends of the Agiliti pay range for this position. This base pay range information is based on the market locations shown. For sales positions, this range combines the base salary and the target incentive pay. The actual pay offered may vary depending on several factors including geographic location, experience, job-related knowledge, skills, and related factors. Dependent on the position offered, short-term and/or long-term incentives may be provided as part of the compensation. Applicants should apply via Agiliti's internal or external career site.