Sales Operations Manager

Case IQ helps companies protect their employees, culture, and business through world-class software for uncovering, investigating, and preventing fraud, ethics, harassment, discrimination, and security incidents. We’re proud to count a roster of Fortune 500 companies among our customers, which have relied on Case IQ for managing millions of cases over the past 20 years and helping mitigate billions of dollars in financial and brand risk.

As a Sales Operations Manager, you will serve as a strategic business partner to our Sales and Business Development teams, embedded in their day-to-day operations while sitting within the centralized Business Operations function. This role focuses on aligning our sales teams with shared revenue targets, driving seamless data integration across tools and platforms, and implementing strategies that foster growth and optimize performance. You’ll be expected to bring innovative problem-solving, strategic alignment, and a results-oriented approach to support the business and revenue team in achieving their goals.

In this role (remote-first: US and Canada), you’ll report to our Senior Director, Revenue Operations & Sales Engineering and work closely with our sales and business development teams. Expect a fast-paced, autonomous environment where you’ll wear multiple hats, be accountable and recognized for being creative and results-oriented. You will have the opportunity to make a significant impact.

What You’ll Do

• Business Partnership & Cross Functional Alignment: Act as the embedded operational partner for Sales and Business Development leadership, aligning goals with the broader strategic objective for the organization.
• Process Optimization: Identify, design, and implement scalable, efficient processes and workflows across the sales organization to enhance productivity, streamline operations, and improve sales outcomes.
• Goal Setting and KPIs: Collaborate with sales leadership to set clear performance goals and KPIs across the sales funnel, establish benchmarks, and continuously track progress to optimize sales execution and productivity.
• Sales Data Management: Ensure data integrity within Salesforce and other CRM tools, manage data flows across systems, and maintain accuracy for seamless attribution, lead management, and reporting.
• Reporting, Dashboarding, and Analytics: Develop and maintain dashboards and reports to provide actionable insights into sales performance, pipeline health, and revenue trends; present findings and recommend improvements to sales leadership.
• Sales Tech Stack Management: Own, maintain, and optimize the sales technology stack (e.g., Salesforce, Salesloft, ZoomInfo, etc.) to maximize utilization and ensure smooth integrations across systems.
• Automation and Efficiency Improvements: Drive the adoption of automation tools and AI-powered technologies to enhance conversion rates, increase sales velocity, and reduce manual workloads for the sales team.
• Pipeline and Forecast Management: Work closely with the sales team to monitor pipeline health and forecast accuracy, identifying potential gaps or risks early on and developing strategies to mitigate them.
• Best Practice Implementation: Research and implement industry best practices, continuously improving sales processes and ensuring that the team leverages the most effective methodologies and tools.
• Segmentation and Targeting: Manage lead segmentation and lead scoring strategies to ensure the sales team receives the highest quality leads, improving targeting and overall engagement with prospects.
• Performance Analysis and Insights: Conduct in-depth analysis of sales performance metrics, conversion rates, and funnel efficiency; develop insights to inform strategic decisions and enhance revenue generation.
• Training and Enablement: Support the sales team by delivering regular training on tools, processes, and best practices, ensuring they are equipped to leverage technology effectively in achieving sales targets.

Who We’re Looking For

• 5+ years of experience in sales or revenue operations, with a proven track record of supporting sales teams and driving operational improvements in a B2B SaaS environment.
• Advanced proficiency in Salesforce CRM (required), with experience in additional sales tools such as Salesloft and data enrichment tools like ZoomInfo or similar platforms.
• Experience with data analysis and visualization tools (e.g., Tableau, Power BI, or similar) to drive insights from sales performance metrics and pipeline data.
• Strong analytical mindset with experience in measuring and improving sales metrics such as conversion rates, sales velocity, and average contract value; experience with AI and automation tools is a plus.
• Knowledge of sales and data privacy regulations (e.g., GDPR, CCPA) and best practices for data handling and compliance in a sales environment.
• Proven project management skills with experience running multiple concurrent projects on timelines, using project management tools like Monday.com, Asana, or similar.
• Exceptional attention to detail and problem-solving skills, with a systematic approach to troubleshooting and optimizing workflows.
• Ability to collaborate effectively across teams (sales, business development, marketing, finance, customer success) to ensure alignment on revenue goals and operational efficiencies.
• Results-driven, with a high sense of urgency and accountability in achieving goals and addressing challenges in a fast-paced environment.
• Growth mindset and adaptability, with a strong drive to learn, evolve with industry trends, and implement best practices to support sales success.
• Superior communication skills, capable of clearly articulating insights and recommendations to both technical and non-technical stakeholders, and able to influence across the organization.
• Previous experience in a B2B SaaS organization is highly desirable.
• Creative, proactive problem solver who can anticipate operational challenges, think critically about solutions, and bring new ideas to improve the sales function.

Perks and Benefits

• Work remotely within a flexible work environment (our team spans the US and Canada)
  
• Competitive company-paid benefits plan starting day 1!
  
• Generous professional development budget
  
• RRSP/401k matching program
  
• Half-day Fridays in the summer

Selected candidates will be contacted through our BambooHR system (please check your junk mail).

Case IQ is an equal opportunity employer. All qualified applicants are given consideration regardless of race, religion, color, gender, sex, age, sexual orientation, gender identity, national origin, marital status, citizenship status, disability, veteran status, or any other protected class as provided in applicable employment laws. If you have a disability or special need that requires accommodation, please contact us at [email protected].