Sales Operations Manager

JOB DESCRIPTION

We are looking for a Sales Operations Manager to be the operational backbone of our revenue organization. This role owns the systems, processes, data, and insights that enable our sales team to sell efficiently and at scale. You will partner closely with Sales Leadership, Marketing, and Finance to ensure Salesforce is optimized, reporting is trusted, and execution is tight. Reporting into the EVP of Production, this is a hands-on role for someone who loves turning complexity into clarity and data into action.

RESPONSIBILITIES

Salesforce Administration & Optimization

• Own day-to-day administration of Salesforce.com (users, roles, permissions, workflows, validation rules).
• Design and maintain scalable sales processes across the full funnel (lead opportunity close renewal).
• Implement and optimize Salesforce automations, flows, and integrations with adjacent tools (e.g., outreach, CPQ, billing, marketing automation).
• Ensure data hygiene, governance, and system reliability.

Sales Process & Enablement

• Define, document, and continuously improve sales workflows and operating rhythms.
• Partner with Sales Leadership to support territory design, account assignments, and routing logic.
• Support onboarding and ongoing enablement through Salesforce training, documentation, and best practices.
• Act as the “air traffic control” for the sales team—removing friction and increasing selling time.

Reporting, Analytics & Forecasting

• Build and maintain dashboards and reports in Salesforce to track pipeline health, conversion rates, win/loss trends, and rep performance.
• Support weekly, monthly, and quarterly forecasting processes.
• Deliver actionable insights to sales leadership and executive stakeholders.
• Ensure reporting consistency across Sales, Marketing, and Finance.

Planning, Incentives & Cross-Functional Support

• Partner with Finance and Sales Leadership on quota setting, compensation plans, and commission tracking.
• Support annual and quarterly planning (headcount models, capacity planning, pipeline coverage).
• Collaborate with Marketing Ops on lead management, attribution, and funnel performance.
• Identify opportunities for operational efficiency and automation across the revenue stack.

QUALIFICATIONS

• 4–7+ years of experience in Sales Operations, Revenue Operations, or a similar role.
• Deep hands-on experience with Salesforce.com (admin-level experience strongly preferred).
• Strong analytical skills with the ability to translate data into clear recommendations.
• Proven experience supporting a quota-carrying sales team.
• High attention to detail and strong process orientation.
• Excellent communication skills and comfort working with senior leaders.
• Preferred:
  • Salesforce Administrator certification.
  • Experience in SaaS, fintech, or high-growth B2B environments.
  • Experience with sales engagement tools (Outreach, Salesloft), BI tools.
  • Experience building forecasting models and compensation plans.
  • Tableau, Excel modeling, or light technical skills are a plus.

WHY IOU?

• Competitive base salary
• Health, dental, vision benefits
• 401k match
• A PEO for your HR needs and an EAP for your personal needs
• Hybrid remote and in-office work schedule (2-3 days in office)
• Fun corporate culture- a team that laughs together, works hard together, and genuinely enjoys each other!

ABOUT IOU FINANCIAL

IOU Financial is a leading online lender that provides quick and easy access to growth capital to small businesses. IOU has become a trusted alternative to banks by originating over $1.9 billion in loans to fund small business growth since 2009. IOU was named one of the “Top Places to Work in Fintech for 2025” by American Banker and “Best Places to Work in Georgia for 2026” in Georgia Trend Magazine. For more information, please visit IOU's website at www.ioufinancial.com