Top Hybrid Sales Operations Jobs in Dallas-Fort Worth, TX

Manages commercial banking RFP intake, screening, risk assessment, exceptions, compliance reviews, and proposal coordination. Serves as liaison between sales teams and proposal managers, researches requirements, consults subject matter experts, ensures deadlines and SLAs are met, and provides strategic guidance for client-focused, compliant proposals. The role also communicates non-standard terms, secures approvals, and supports customized solutions for Treasury Services and Commercial Card clients.

Build and maintain sales operations infrastructure for the Marketplace commercial team, including dashboards, forecasting, pipeline management, CRM administration, data quality, onboarding workflows, process automation, and business reporting. Partner with Finance, Analytics, Product, Account Management, and leadership to improve operating cadence, performance measurement, and growth insights in a fast-moving marketplace environment.

Own the end-to-end commissions process, including calculating and validating monthly payments, administering incentive plans in Xactly Incent, maintaining compensation and quota data, and coordinating with Sales Operations and Payroll. Build Power BI dashboards and standardized or ad hoc reports for sales teams and executives, support billing credit accuracy, model compensation scenarios, respond to field inquiries, and help modernize analytics workflows with AI tools.

The Sales Support Associate ensures customer satisfaction by providing friendly service, managing the sales floor, and handling cash and stock. Responsibilities include operating POS, merchandising, and supporting the sales team effectively.

Lead sales operations and customer experience consulting initiatives: analyze touchpoints, design customer journey maps, optimize sales processes, oversee CRM and retention strategies, apply systems thinking and trend analysis, direct and coach teams, validate client outcomes, and drive service excellence to improve satisfaction and business growth.

Provides sales and retirement-services support through pipeline assessment, participant outreach, appointment scheduling, money-movement follow-up, documentation monitoring, coaching insights, and event logistics. Supports on-campus counseling events and benefit fairs, prioritizes follow-up activities using reports and past performance, and coordinates new-hire onboarding into production. No prior experience is required, but Series 6 or 7 and Series 63 registrations and a multistate Life and Health Insurance License are required.

Manages client trade systems, analyzes contracts and rates, audits client events, reconciles deductions and balances, tracks KPIs, resolves exceptions, prepares reporting, maintains documentation, and coordinates with sales and shared-services teams to ensure accurate trade investment and financial settlements.

Develops supplier relationships, negotiates pricing and availability, and manages strategic customer quote opportunities globally. Creates customer-specific pricing strategies, evaluates competitive data, quantifies revenue and margin impacts, enhances backend margins, reconciles special cost quotes, and supports inventory replenishment. Collaborates with suppliers and internal teams, participates in supplier business reviews, and leads formal negotiations to grow sales and profitability.

Own the commercial enablement engine for a field sales organization. Build onboarding, ramp, training, coaching, sales methodology, CRM adoption, enablement content, playbooks, and cross-functional workflows with product and marketing. Maintain data quality, pipeline reporting, and performance metrics while removing internal obstacles and translating sales strategy into repeatable programs. This individual contributor role supports sales leadership without carrying a quota or managing the field team.

Processes customer and loan information for policy issuance, endorsements, and cancellations. Makes outbound calls to prospective customers, transfers leads to agents, maintains quality standards, suggests process improvements, and collaborates with agents, lenders, and settlement providers. Organizes workload, follows established procedures, communicates effectively, solves problems, and completes detailed tasks independently while adapting to changing priorities.