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Sales Operations ManagerEpic Insurance • New York, New York, United States
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Sales Operations Manager

Epic Insurance
  • US
    New York, New York, United States
  • US
    New York, New York, United States
Jetzt Bewerben

Über

For over 20 years, PSG (an EPIC owned company) has been singularly focused on helping our clients navigate the complex and ever-changing challenges of drug management. Through our leading pharmacy intelligence and technologies, we save our clients billions of dollars every year with an unwavering commitment to serving as an advocate and strategic partner to our clients.
Overview PSG is seeking a manager-level Sales Operations Manager who will serve as a strong individual contributor while leading through influence across sales, consulting, and executive leadership. This role is responsible for the operational processes that support sales opportunities through completion, the integrity and effectiveness of Salesforce as a pipeline management tool, and the data insights that inform sales strategy and decision‑making.
The ideal candidate is highly organized, analytically strong, and comfortable driving accountability without direct authority. This person should bring excellent communication skills, sound business judgment, and the ability to build strong partnerships while improving process discipline, data quality, and operational consistency across the sales organization.
Key Responsibilities
Own Salesforce hygiene by conducting regular audits of open pipeline, identifying stalled or outdated opportunities, and partnering with sales leaders to improve data accuracy and opportunity management discipline.
Schedule, manage, and facilitate pipeline calls, ensuring adherence to standards, keeping teams aligned to the agenda, documenting follow‑up items, and driving timely completion of next steps.
Manage the employee incentive process by ensuring eligible opportunities are reviewed and dispositioned appropriately, coordinating approvals with executive leadership and finance, and supporting communication when incentives are awarded.
Audit won opportunities to ensure Salesforce records accurately reflect executed contract terms, including scope, timing, and financial details, and partner with internal stakeholders to resolve discrepancies.
Lead renewal management activities by ensuring renewals are created, tracked, and closed accurately, and by facilitating regular reviews with business leaders to keep renewals moving through the process.
Leverage sales data to generate insights that inform business strategy, including analysis of win and loss trends, forecast quality, and weighting accuracy.
Partner with leaders across the business to expand adoption and effective use of Salesforce as a CRM and pipeline management platform, including process improvements, better account‑level tracking, and cross‑system integration opportunities.
Support day‑to‑day Salesforce operations, including license management, reassignment of contacts and opportunities, dashboard and report development, and ongoing system administration activities.
Act as a trusted operational partner who leads through influence, drives accountability across stakeholders, and identifies opportunities to strengthen sales processes before and after opportunities move through the pipeline.
Qualifications & Experience
Proven experience in sales operations, revenue operations, Salesforce administration, or a similar role supporting a consultative sales organization.
Strong understanding of pipeline management, renewal processes, forecasting concepts, and sales process governance.
Demonstrated ability to analyze sales data and translate findings into practical recommendations for business leaders.
Experience working cross‑functionally with sales, finance, and executive stakeholders to improve processes and drive accountability.
Hands‑on experience building and maintaining Salesforce reports, dashboards, data structures, and operational workflows.
Strong analytical, organizational, and project management skills.
Excellent written and verbal communication skills, with the ability to facilitate meetings and drive follow‑through.
Demonstrated ability to build strong relationships and lead through influence across teams and levels of the organization.
Ability to balance strategic thinking with hands‑on execution in a fast‑paced environment.
Experience with Salesforce administration, reporting, dashboards, and data management.
Bachelor's degree in Business, Marketing, Finance, or a related field, or equivalent work experience.
Salesforce Certified Platform Administrator.
Ability to travel as business needs require.
Preferred Qualifications
Experience supporting a professional services, consulting, or B2B sales organization.
Background in renewal management, sales analytics, or revenue operations.
Experience leading CRM enhancements, cross‑system integrations, or process improvement initiatives.
Compensation The national average salary for this role is $100,000 – $120,000 in base pay, exclusive of any bonuses or benefits. The base pay offered will be determined based on experience, skills, training, certifications, education, internal equity, and market data.
Benefits
Generous Paid Time off
Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non‑exempt employees; 12 company‑observed paid holidays; 4 early‑close days
Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
Generous employee referral bonus program of $1,500 per hired referral
Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs
Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
Additional benefits include: 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment
EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
We’re in the top 10 of property/casualty agencies according to Insurance Journal
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered helps us to deliver the best outcome to our clients.
Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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  • New York, New York, United States

Sprachkenntnisse

  • English
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