Manager of Sales Operations

Overview

The Sales Operations Manager drives operational excellence across the sales organization by owning the sales operations business strategy including pipeline visibility, CRM integrity, reporting, and sales process discipline and end-to-end RFP response management. This role partners closely with sales and marketing to achieve the company’s strategy, growth and profit objectives by optimizing lead management, increase pipeline velocity and supporting revenue growth across both direct and partner channels.

Responsibilities

• Own pipeline management, forecasting support, and sales lifecycle discipline within CRM; ensure accurate tracking of all opportunities

• Maintain CRM data integrity across contacts, accounts, and deals, including governance of data standards and usage

• Develop and deliver standardized reporting, including dashboards, bi-weekly and monthly reports, providing insights into pipeline health, performance, and revenue trends

• Analyze pipeline, win/loss data, and channel performance (direct and partner) to identify risks, growth opportunities, and cross-sell potential

• Proactively identify opportunities for sales process improvement

• Partner with marketing to manage lead processes (MQL to SQL), attribution, and funnel performance

• Lead the RFP response process, including management of the Responsive tool, content governance, and tracking of win/loss metrics

• Support sales process standardization and continuous improvement by identifying bottlenecks, improving workflows, and driving consistency across tools and practices

• Assist in coordination and tracking of key strategic sales events, including pipeline and revenue impact

• Partner cross-functionally with marketing, finance, and customer teams to support reporting, performance tracking, and smooth transition from sales to implementation

• Support performance reporting to help sales team drive their book of business and have clear line of site to sales goals/targets against current performance and market share gains

• Support onboarding and ongoing training of the sales team on tools, processes, and best practices

• Manage team in support of sales operation responsibilities and company objectives

• Facilitate QBR templates, standardizations and updates as needed

• Provide insights from pipeline and sales data to inform customer experience improvements

Qualifications

• Strong leadership skills, with the ability to collaborate and build strong cross-functional relationships.

• Excellent ability to communicate in both written and verbal form to collaborate with all stakeholders, and to be able to effectively provide written documentation of processes and procedures

• Strong analytical aptitude with the ability to analyze and translate data into insights

• Experience with CRM systems (Salesforce, HubSpot, or similar) and pipeline reporting

• Experience managing RFP processes and tools (e.g., Responsive)

• Experience working across direct and partner sales models preferred

Requirements:

• Bachelor’s degree in business, marketing, finance, computer science or related field. Experience may be considered in lieu of degree

• 7+ years of experience in sales operations, revenue operation or analytics

Physical Demands:

• This is a Hybrid position; ability to work from home and be onsite in the office; work a minimum of 40 hours per week;

• Hours are minimum 40 hours per week during company’s regular business hours however, evening and/or weekend work may be required as job duties demand;

• Work is in a typical office environment; prolonged sitting required (1-2 hours at a time); ability to move around the office to attend meetings; deliver items; gather supplies; set up meetings; etc. lifting up to 20 lbs occasionally.

• Work environment: Usual office setting; close contact with employees for long periods of time. The noise level in the work environment is usually minimal.

• Position may require minimal travel by car and/or plane.

This role requires the ability to work from home in a virtual environment, where the following is required;

• reliable high-speed internet access (hotspot not acceptable)

• dedicated distraction-free environment

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time

**Company Overview:**CPI Card Group® is a payment technology company and leading provider of credit, debit and prepaid solutions delivered physically, digitally and on-demand. CPI helps our customers foster connections and build their brands through innovative and reliable solutions, including financial payment cards, personalization and fulfillment, and Software-as-a-Service (SaaS) instant issuance. Learn more at www.cpicardgroup.com.

**Benefits:**Competitive pay rates and an inclusive, empowering and rewarding culture.Solid benefits package including Medical, Dental, Vision, Long Term Disability, Short Term Disability, Life Insurance, Accident Insurance, Critical Illness Insurance, FSA, HSA, Vacation and Holiday Pay, Tuition Reimbursement and 401(k) with a competitive company match percentage.

CPI is an Equal Opportunity Employer, including disability/vets. A complete background including drug screen is contingent upon hire.