Bertram Capital · 1 month ago
Director of Sales Operations
Foster City, CA
Full-time
Hybrid
Senior Level, Lead/Staff
$195K/yr - $225K/yr
8+ years expBertram Capital is a private equity firm targeting investments in lower middle market companies. The Director of Sales Operations will work across a diverse portfolio of companies to improve visibility, streamline processes, and drive revenue through effective CRM management and reporting.
Digital MarketingFinanceFinancial Services
Responsibilities
Work with business stakeholders across our portfolio companies to understand their problems and implement solutions that drive revenue
Collaborate with Growth, Engineering, and Data Science teams to align efforts and deliver streamlined solutions for portfolio companies
Provide solutions related to streamlining, merging, and creation of CRM tools
Improve visibility and reporting of customer and lead data
Oversee CRM integration with add on acquisitions
Optimize CRM and other sales/marketing tools to ensure accurate data collection, automation, and streamlined workflows
Implement and manage lead scoring models, lead routing, and automation rules to ensure maximum efficiency
Create and maintain dashboards and reports that provide visibility into key performance metrics such as pipeline health, conversion rates, sales velocity, and customer retention
Analyze revenue data to provide insights that support decision-making across the organization
Support forecasting and budgeting efforts by providing historical trends and scenario analyses
Identify inefficiencies in current revenue operations processes and implement scalable solutions that improve workflow and productivity
Develop and enforce best practices around data hygiene, pipeline management, and reporting accuracy
Collaborate with sales leaders to optimize sales processes and enhance rep productivity by ensuring that they have the right tools, resources, and systems in place
Qualification
Required
Bachelor's degree
Minimum of 8 years of relevant experience in revenue operations, sales operations, marketing operations, or a related role
Strong proficiency with CRM platforms and marketing automation tools
Experience setting up and optimizing CRM workflows, lead scoring, product management, and contract automation
Demonstrated experience in building reports and dashboards, with strong analytical skills
Understanding of B2B sales processes, lead lifecycle management, and go-to-market strategies
Excellent problem-solving skills and the ability to think critically in fast-paced environments
Effective communication skills, both written and verbal, with the ability to explain technical concepts to non-technical stakeholders
Benefits
Comprehensive medical, dental, and vision benefits are provided at no cost to the employee.
We offer a generous 401K match as well as a “take what you need” PTO policy.
Company
Bertram Capital
Bertram Capital is an equity firm that provides targeting investment services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Paul Koeniger
Managing Director
Recent News
2026-01-14
Company data provided by crunchbase