Broadridge · 4 days ago
Sales Operations Manager (Hybrid- NYC)
New York, NY
Full-time
Hybrid
Mid, Senior Level
$100K/yr - $115K/yr
7+ years expBroadridge is a company focused on empowering others to accomplish more. The Sales Operations Manager role is crucial for shaping how the Global Sales, Marketing, and Solutions organization utilizes data to drive growth and performance, focusing on sales productivity and analytics.
BankingCrowdfundingEnterprise SoftwareFinanceFinancial ServicesInformation TechnologyOutsourcingSoftwareVenture Capital
Responsibilities
Drive the design, delivery, and adoption of sales productivity analytics and tools that enable performance across a multi-segment front-line and overlay global sales organization
Provide sales operations planning and analytical support across a multi-segment sales structure, to ensure execution of core sales operations processes and initiatives around quota planning, commissions operations, forecasting, white space planning, etc
Conduct financial and operational analysis and modelling to predict, measure and interpret business trends and inform key decisions
Define concrete business requirements for the CRM and ancillary back-end platforms to ensure the accurate delivery of sales performance and pipeline reporting across all levels of the sales and product organizations
Champion adoption of pipeline management best practices and fully leverage CRM tools to fuel new pipeline generation
Work with cross-functional teams comprised of Segment Sales Leaders, CRM Analysts, Financial Partners and Sales Executives to drive implementation of strategic projects as well as core sales operational processes
Lead ad-hoc sales operations projects
Qualification
Required
BS/BA required
7+ years of experience in sales operations, with demonstrated success in sales process optimization and KPI analytics, preferably in the finance and/or tech industries
5+ years of direct sales team support, with a strong understanding of field sales – management, teams, structure and go-to-market strategies
Proven success in implementing system integration projects relating to CRM and commission platforms, as well as data visualization, pipeline analytics and sales automation tools
In-depth knowledge of SalesForce.com
Demonstrated experience in change management principles
Excellent analytical and financial skills; Strong ability to take analysis and synthesize into recommendations which result in executable solutions
Expert data management skills with ability to review, interpret, reconcile and report on large amounts of data
Full working knowledge of Microsoft Excel a must with ability to build detailed models using macros and pivot tables
Full working knowledge of MS PowerPoint with ability to translate data into digestible format for presentation to sales management
Excellent oral/written communications and partnership skills to promote cross-functional buy-in
Self-directed, self-starter with ability to multi-task and problem solve to meet objectives and deadlines
Thinks strategically and analytically, grasps new and cutting-edge concepts quickly, and vigilantly finds creative solutions to complex problems
Ability to work in a team environment with cross-functional collaboration with Finance, HR and other internal Broadridge business partners
Preferred
Experience with SQL queries and data visualization tools, a plus
Company
Broadridge
Broadridge is a provider of investor communications and technology solutions for broker dealers, banks, mutual funds and corporate issuers.
10001+ employees
H1B Sponsorship
Broadridge has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (109)
2024 (124)
2023 (83)
2022 (141)
2021 (100)
2020 (73)
Funding
Current Stage
Public CompanyTotal Funding
$3.05B2023-08-17Post Ipo Debt· $1.3B
2021-05-17Post Ipo Debt· $1B
2019-12-10Post Ipo Debt· $750M
Leadership Team
Timothy Gokey
Chief Executive Officer
Tyler Derr
Chief Technology Officer
Recent News
FF News | Fintech Finance
2025-12-03
2025-11-19
Company data provided by crunchbase