Sales Operations Manager @ Guideline | Jobright.ai
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Guideline · 2 days ago

Sales Operations Manager

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Responsibilities

Drive transformative improvements to the Salesforce selling journey by developing powerful automations and streamlined workflows, to enable greater efficiency and deliver insights that empower Marketing, Partnerships, and Leadership to amplify sales efforts
Analyze and report on pipeline health to proactively identify risks, forecast outcomes, and spotlight high-impact deals needing support. Establish self-serve systems that empower sales leaders to address challenges swiftly, driving revenue growth and ensuring sustained sales momentum
Assess and enhance sales processes to eliminate bottlenecks and unlock efficiencies. Drive the adoption of best practices that streamline workflows, minimize friction, and accelerate the sales cycle to enable sales reps to operate with greater speed and precision
Work alongside Product, Data Analytics, Commercial Technology, Marketing, and Partnerships to ensure a cohesive go-to-market strategy that aligns with the sales team’s needs. Drive initiatives such as product launches and targeted campaigns within the sales process, ensuring smooth integration and measurable results
Leverage data to craft compelling stories that highlight trends, uncover new opportunities, and pinpoint areas for improvement, guiding impactful and smarter decision making across the sales team
Collaborate with sales leaders to design KPI dashboards, providing real-time visibility into pipeline health metrics. Develop benchmarks that track individual and team performance, adapting swiftly to evolving business needs to ensure metrics remain relevant, actionable, and aligned with Guideline’s dynamic goals
Drive accurate sales forecasting by building automated, predictive models that harness historical data to anticipate future trends. Deliver actionable forecasts and insights to sales leadership, enabling strategic planning and resource allocation without the need for manual input from sales teams
Partner with technical teams to strategically shape and configure Salesforce to be as user-friendly and impactful as possible. This includes building custom workflows, data structures, and automations that help the sales team move faster and stay focused on what matters most
Manage integrations across the sales tech stack to ensure seamless data flow between Salesforce and other tools (e.g., Outreach, ZoomInfo, Gong). Define and oversee integration architecture, guaranteeing that data consistency is maintained, while supporting a cohesive end-user experience
Automate repetitive tasks and routine notifications within Salesforce, allowing reps to spend more time on high-impact activities.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

SalesforceData AnalyticsRevOpsCRM systemsExcelBI applicationsPipeline analysisProcess OptimizationKPI dashboardsAutomationsIntegration management

Required

Proven track record in building relationships and effectively communicating with senior leaders to solve complex, cross-functional challenges in a fast paced, high-growth business environment
Demonstrated ability to structure complex problems, develop solutions, and craft recommendations and results into easily digestible messages, communications, and executive presentations.
5+ years experience in RevOps roles; strong preference for candidates with backgrounds in early- to growth-stage SaaS environments
Entrepreneurial mindset, with a track record of driving results while navigating constraints in fast-paced, ambiguous environments. Our ideal candidate is resourceful, adaptable, and ready to make a difference by wearing multiple hats
Skilled in Excel (pivot tables, lookups, arrays, some modeling) and solid understanding of various technologies/tools such as CRM systems (e.g., SFDC) and BI applications (e.g., Tableau) used to optimize and streamline business processes
Naturally analytical mindset with ability to break down complex issues with limited guidance, operationalize solutions and communicate; just as comfortable in a spreadsheet as a slide deck

Benefits

Flexible time off in addition to company holidays — We observe the NYSE Holiday Calendar
401(k) with matching contributions — We use our own platform and match 100% of the first 3% contributed, and 50% of the next 2% (for a max employer contribution of 4%)
100% employer-paid healthcare, vision, and dental insurance for employees and 70% coverage for dependents
Opt-out credit if all three plans are waived
Eligibility to participate in Health Savings Account and Flexible Spending Accounts
Disability and life insurance options
Mental health benefits, including therapy and coaching through Modern Health, for employees and their dependents
Paid parental leave for birthing and non-birthing parents
1-month Sabbatical after 5 years of employment
Annual learning and development stipend — We reimburse approved professional development expenses, up to $750 per employee per year.

Company

Guideline

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Guideline is a retirement plan platform that offers the all-inclusive 401(k) and full-stack solution for growing businesses.

Funding

Current Stage
Late Stage
Total Funding
$339M
Key Investors
General AtlanticTiger Global ManagementFelicis
2021-06-16Series E· $200M
2020-07-29Series D· $80M
2018-12-12Series C· $35M

Leadership Team

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Kevin Busque
Founder and CEO
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Jeremy Caballero
Co-founder, Chief Product Officer
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Company data provided by crunchbase
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