Sales Operations Manager
Job Description
Sales Development Representative (SDR)
Role Summary
Makes the B2B pipeline trustworthy enough to forecast from. Today, B2B tracking is fragmented across multiple disconnected tools with no CRM in place, and conversion from onboarding to first transaction is largely untracked. This role owns pipeline hygiene, deal-stage discipline, and forecasting for B2B, and is the primary internal owner of the CRM rollout from the B2B side.
Key Responsibilities
- Own pipeline hygiene across SDR, Business Development, and Account Executive-sourced deals, including stage definitions, required fields, and deal-aging rules
- Build and maintain the B2B forecast model against agreed targets
- Lead CRM evaluation and rollout from the B2B side, in partnership with the GTM Engineer/Product Marketer
- Attribute onboarding-to-first-transaction conversion by campaign and market
- Administer deal tooling and reporting so team performance is visible on an ongoing basis, not reconstructed manually
- Flag markets falling behind their expected growth rate early
- Maintain the B2B performance scorecard alongside the P2P scorecard
Requirements & Criteria
- 5-8 yrs experience in RevOps, sales operations, or B2B analytics, ideally in a B2B SaaS, fintech, or payments environment
- Hands-on CRM administration experience
- Strong Excel/Sheets modeling skills as a bridge until the CRM is fully live
- Comfortable defining process, such as deal stages, service standards, and data hygiene rules, from scratch
- Experience partnering with sales leadership on forecast accuracy and pipeline coverage
Tools & Platforms
- CRM administration: HubSpot, Salesforce, or equivalent
- Reporting and modeling: Excel/Google Sheets
- Support and ticketing systems: Freshdesk, Freshchat
KPIs: This Quarter
- Forecast accuracy against actuals
- Pipeline data completeness and hygiene
- Onboarding-to-first-transaction conversion, tracked and attributed by campaign and market
- Progress against CRM rollout milestones
- Consistency and timeliness of pipeline reporting


