The Sales Operations Manager will drive operational efficiency, support forecasting, enable data-driven decisions, and advocate for AI sales technologies within the organization.
Summary:
We are seeking a Sales Operations Manager to support our sales organization. This role serves as a strategic advisor to sales leadership, driving operational efficiency, enabling data-driven decisions, and ensuring accurate forecasting and planning. The ideal candidate has a strong analytical background, excellent communication skills, and experience working in fast-paced SaaS environments.
Responsibilities:
Sales Forecasting & Pipeline Management
Revenue Planning & Analysis
AI Sales Operations Responsibilities
Reporting & Insights
Process Optimization & Enablement
Executive Communication
Qualifications:
We are seeking a Sales Operations Manager to support our sales organization. This role serves as a strategic advisor to sales leadership, driving operational efficiency, enabling data-driven decisions, and ensuring accurate forecasting and planning. The ideal candidate has a strong analytical background, excellent communication skills, and experience working in fast-paced SaaS environments.
Responsibilities:
Sales Forecasting & Pipeline Management
- Own the forecasting process for assigned sales teams, ensuring accuracy and alignment with company goals.
- Monitor pipeline health and provide insights on conversion rates, deal velocity, and risk factors.
Revenue Planning & Analysis
- Develop financial models to support quota setting, territory planning, and revenue projections.
- Deliver scenario-based analysis to guide strategic decisions.
AI Sales Operations Responsibilities
- Leverage AI‑driven GTM tools (e.g., forecasting assistants, pipeline insight engines, and content‑automation platforms) to enhance sales productivity, improve data quality, and accelerate revenue operations.
- Serve as champion for emerging AI‑enabled sales technologies, ensuring proper adoption, training, governance, and continuous enhancement of AI GTM tools.
- Use AI‑based analytics and automation platforms to surface actionable insights, reduce manual data work, and streamline operational processes across the sales cycle.
Reporting & Insights
- Build and maintain dashboards and reports to track KPIs, trends, and performance metrics.
- Translate complex data into actionable insights for sales leadership.
Process Optimization & Enablement
- Identify process gaps and implement best practices to improve efficiency and scalability.
- Partner with cross-functional teams (Finance, Marketing, Customer Success) to align GTM strategies.
Executive Communication
- Prepare and present business reviews, forecasts, and recommendations to senior leadership for your supported teams.
- Demonstrate strong executive presence and influence across the organization.
Qualifications:
- 3-5 years in Sales Operations, Revenue Operations, or related analytical roles within SaaS.
- Proficiency in CRM systems (Salesforce preferred).
- Strong skills in data visualization tools (Tableau, Power BI) and planning platforms (Anaplan or similar).
- Advanced analytical and financial modeling capabilities.
- Excellent communication and presentation skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Bachelor's degree in Business, Finance, Economics, or related field
Top Skills
Ai-Driven Gtm Tools
Anaplan
Power BI
Salesforce
Tableau
Similar Jobs at DFIN
Fintech • Software
The Director of Product Management leads product strategy, execution, and team management, focusing on cross-functional collaboration and delivering innovative solutions that meet regulatory standards while driving business success.
Top Skills:
B2B Saas
Fintech • Software
The ActiveDisclosure Solutions Engineer demonstrates the ActiveDisclosure platform to clients, aligning their needs with the solution, and providing consultative guidance by leveraging financial expertise.
Top Skills:
ActivedisclosureMS OfficeExcel
Fintech • Software
The Product Manager will oversee product discovery and delivery, manage the backlog, and collaborate with teams to align product strategy with customer needs.
Top Skills:
Aha!Azure DevopsJIRA
What you need to know about the London Tech Scene
London isn't just a hub for established businesses; it's also a nursery for innovation. Boasting one of the most recognized fintech ecosystems in Europe, attracting billions in investments each year, London's success has made it a go-to destination for startups looking to make their mark. Top U.K. companies like Hoptin, Moneybox and Marshmallow have already made the city their base — yet fintech is just the beginning. From healthtech to renewable energy to cybersecurity and beyond, the city's startups are breaking new ground across a range of industries.

