SavvyMoney · 1 month ago
Sales Operations Manager (Dublin, CA or USA Remote)
United States
Full-time
Remote
Mid, Senior Level
$110K/yr - $135K/yr
5+ years expSavvyMoney is a leading San Francisco East Bay fintech company providing integrated credit score and personal finance solutions to financial institutions. The Sales Operations Manager will optimize sales processes, manage Salesforce and CPQ workflows, and provide data-driven insights to enhance operational efficiency and support growth.
Credit BureauCredit CardsFinanceFinancial ServicesFinTech
Responsibilities
Own, build, and refine scalable sales processes across the full revenue lifecycle—from lead routing and opportunity management to pricing and contracting
Lead pricing governance, including pricing entry, auditing, approval workflows, and alignment with Finance
Partner with sales leadership to improve forecasting accuracy, pipeline visibility, and sales performance tracking
Identify opportunities for workflow automation and operational improvements, and drive implementation from end-to-end
Ensure consistent adoption of processes, tools, and best practices across the sales team
Serve as the day-to-day owner of Salesforce CRM and CPQ functionality for the sales organization
Maintain data integrity and enforce data governance standards across accounts, opportunities, products, and pricing
Manage product catalog updates, discount frameworks, and contract/pricing structures in CPQ
Evaluate, implement, and optimize additional tools (e.g., sequencing, enablement, billing workflows, contract systems) to support scale
Build and maintain dashboards, reporting infrastructure, and analytics models to support Sales, Finance, and Leadership
Analyze large volumes of transactional and operational data (Salesforce, CPQ, Excel) to identify trends, performance gaps, and opportunities
Deliver clear, actionable recommendations that inform sales strategy, territory planning, quota setting, and operational improvements
Partner closely with Sales, Finance, Legal, and Operations to ensure pricing, contracts, and order processes run smoothly
Collaborate with Marketing and Product teams to support campaign tracking, product launches, and GTM initiatives
Act as a resource and advisor for sales enablement, providing training and documentation on tools, processes, and CPQ workflows
Qualification
Required
5+ years in Sales Operations, Revenue Operations, or similar roles, ideally at a fast-growing SaaS or fintech company
Hands-on proficiency with Salesforce CRM and CPQ; ability to configure, troubleshoot, and optimize pricing and quoting workflows
Advanced Excel skills (PivotTables, XLOOKUP, large dataset manipulation)
Strong analytical abilities and extreme attention to detail
Solid understanding of end-to-end sales processes, forecasting, and pipeline management
Experience managing or influencing cross-functional stakeholders
Self-starter who thrives in a high-growth, rapidly evolving environment
Strong communication skills—able to translate complex workflows into clear guidance
Proven ability to meet business-critical deadlines and juggle multiple priorities
Benefits
Annual Bonus potential
Equity compensation package
Flexible Time Off Policy (Take time as you need it)
401(k) with Employer contribution
Medical, Dental, Vision – 100% premium paid for employee
Opportunity for career growth and challenge
Beautiful California East Bay offices in Dublin, CA
Company
SavvyMoney
SavvyMoney is a fintech platform that partners with banks to provide their customers with free credit scores and financial wellness tools.
51-200 employees
Funding
Current Stage
Late StageTotal Funding
$272MKey Investors
Spectrum EquityTransUnion
2025-10-27Private Equity· $225M
2022-01-25Private Equity· $45M
2016-09-23Series D
Leadership Team
Ali Kolb
Senior Partner Manager
Amanda K.
Senior Partner Manager
Recent News
2025-11-05
Fintech Schweiz Digital Finance News - FintechNewsCH
2025-11-04
vcnewsdaily.com
2025-11-02
Company data provided by crunchbase