SavvyMoney is a leading San Francisco East Bay fintech company. We provide integrated credit score and personal finance solutions to 1,500 + bank and credit union partners nationally. The SavvyMoney solutions integrate with more than 43 digital banking platforms.
SavvyMoney was recently recognized by the San Francisco Business Times and the Silicon Valley Journal as one of the "Top 25 Places to Work in the San Francisco Bay Area" and is an Inc. 5000 Fastest Growing Company.
Our corporate offices are in Dublin, CA and we offer a hybrid work environment with some days at the corporate office and some days working from home.
We are seeking a Sales Operations Manager who combines strategic thinking with strong execution skills to elevate and streamline our sales engine.
This role is ideal for someone who is both a builder and a doer—a process-minded operator who thrives in a fast-paced environment, takes ownership of operational infrastructure, and partners closely with Sales, Finance, and cross-functional teams to drive accuracy, efficiency, and growth.
You will lead pricing governance, oversee Salesforce and CPQ workflows, improve sales processes, and own data-driven insights that inform decision-making.
**Responsibilities -
Sales Process Leadership & Optimization**
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.
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.
Why Join SavvyMoney?
This role is ideal for someone who thrives in structured, process-driven environments, enjoys working with sales data and pricing strategies, and has experience in Salesforce CPQ and contract management. If you are looking to build and improve sales operations in a high-growth company, we’d love to hear from you!
The annual base salary for this position is between $110,0000 and $135,000 depending upon experience.
Equity Compensation Package
Flexible Time Off (FTO) - take time off as needed to rest and recharge.
Medical, Dental, Vision – 100% premium paid for employee
Disability/Life Insurance
Opportunity for learning and career growth with a top Bay Area technology company
Reimbursement for remote work setup
Monthly stipend for phone and internet
Team building events, culture activities, all hands events
Paid time off to volunteer and serve the community
Half day Fridays
401k matching contribution
Beautiful California East Bay offices in Dublin, CA
SavvyMoney relies on diversity of culture and thought to deliver on our goal of Creative People, Practical solutions serving our client needs, and ensures nondiscrimination in all programs and activities. We continuously seek talented, qualified employees in our operations regardless of race, color, sex/gender, including gender identity and expression, sexual orientation, pregnancy, national origin, religion, disability, age, marital status, citizen status, protected veteran status, or any other protected classification under country or local law. SavvyMoney is proud to be an Equal Employment Opportunity/ Affirmative Action Employer.
We are committed to protecting your data. To learn more, please review the** SavvyMoney Employee Privacy Policy Notice here**
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Savvymoney is a financial technology platform that provides real-time credit scores and customer data analytics for banks and credit unions. The company offers credit score solutions and financial education tools to help financial institutions serve their customers.
Visit website$110,000 – $135,000
Base Only · Other Equity
