Top Hybrid Sales Operations Jobs

Partner with sales leadership to improve forecast accuracy, analyze pipeline health, build quota and territory models, create KPI dashboards, optimize GTM processes, and present data-driven recommendations to executives to drive revenue and operational efficiency in a SaaS environment.

The Analyst I, Associate Program Manager leads cross-functional teams to achieve sales targets, analyze performance metrics, and optimize processes for improved business performance.

Provide client service and operational support to Private Client Advisors, handling account openings, money movements, investment trades, reporting, KYC/risk procedures, compliance paperwork, relationship and lead support, and preparing performance reports to deepen client relationships.

Provide client service, operational, marketing and administrative support to Private Client Advisors. Facilitate account openings, money movements and trades, maintain client relationships, prepare performance reports, manage compliance and KYC processes, and support lead generation and advisor business operations.

Support execution of payments client engagement strategies and executive-facing programs. Coordinate across sales, product, marketing, and events to manage calendars, track participation and outcomes, prepare client briefings, curate and distribute thought leadership content, and analyze engagement data to identify trends and improve effectiveness.

The Sales Operations Lead will shape go-to-market strategies in the AMER region, support sales leadership, optimize processes, and deliver actionable insights to drive growth in a high-growth SaaS environment.

Support Sales by improving seller efficiency through tooling, CRM data quality, account maintenance, and third-party tool management. Partner with CRM Tech, Product, and Engineering to scope, test, launch, and drive adoption of solutions. Use AI-enabled tools, analyze large datasets, and standardize processes to improve workflows and operational rigor.

Support health-insurance sales by building reports, forecasts, automations, and AI prototypes to improve pipeline health, rep productivity, and territory/quota planning. Partner cross-functionally to maintain data integrity, troubleshoot CRM issues, administer account and territory assignments, and drive process improvements and adoption.

Manage and execute enterprise SaaS renewal processes to protect and grow ARR. Collaborate with field sales on renewal strategy, negotiate commercial terms, convert renewals to flexible offerings, forecast renewals risk, and own contract and subscription management operations.

Support self-service platform customers and partners in private securities trading: assist with trades, client diligence, compliance, and advisor interactions; collaborate with Product and Marketing to improve the platform and help grow transaction volume.

Own Salesforce data quality, reporting, commission and territory workflows, and help build a scalable deal desk and intake process. Partner across Sales, Finance, Marketing Ops, and GTM Engineering to automate workflows, maintain pipelines, and improve processes to reduce manual work and support reliable sales reporting and quota tracking.

Lead GTM strategy and scalable sales motions for industry solutions: recruit and coach a sales team, align demand generation and enablement, manage pipeline and forecasting, gather competitive/customer intelligence, and collaborate cross-functionally to drive revenue and refine product-market fit.