Sales Operations Business Partner

Overview

As Sales Operations Business Partner, you connect sales leadership with data-driven systems to drive revenue outcomes. You’ll own pipeline tracking, forecasting, and performance reporting, enabling leaders to make informed decisions. You’ll design dashboards and administer CRM to keep data clean and actionable. This role sits at the heart of RevOps, partnering across Marketing, Finance, Customer Success, and Product Ops to scale our sales engine. Join a fast-growing team shaping how 40,000+ customers manage spend.

Responsibilities

• Own pipeline management processes and ensure pipeline accuracy with stage definitions and forecasting cadence
• Build and maintain regular sales reports (bookings, pipeline coverage, conversion, win/loss, rep/team performance)
• Design, build, and maintain dashboards for leadership and frontline managers
• Act as business partner to sales leaders, translating priorities into operational requirements with data-backed recommendations
• Support forecasting and quarterly business reviews by preparing data, challenging assumptions, and flagging risks
• Own CRM administration and configuration (e.g., fields, workflows, user access, reporting structure) in collaboration with RevOps or systems team
• Drive adoption of CRM and sales processes by enabling easy, right behaviors
• Support territory, quota, and compensation analysis in partnership with Finance
• Identify process gaps across the sales funnel and lead improvements with documentation and training
• Collaborate cross-functionally with Marketing, Finance, Customer Success, and Product Ops to keep data consistent across systems

Key requirements

• 7+ years in sales operations, revenue operations, GTM operations, or related commercial role in a B2B SaaS/relevant environment
• Strong experience with CRM systems (Salesforce or HubSpot) including reporting and basic administration
• Solid understanding of sales metrics and funnel dynamics (pipeline coverage, conversion, forecasting accuracy, sales cycle length)
• Ability to build clear reports and dashboards in Excel/Google Sheets, Looker, Tableau, or Power BI
• Experience running pipeline reviews or forecast calls or supporting leaders who do
• Consultative approach to translate sales needs into practical solutions
• Strong communication skills for senior stakeholders and clear trade-off explanations
• Good judgement and attention to detail; ability to balance speed and accuracy
• Comfortable in a fast-paced, multi-priority environment

• consultative mindset
• clear communicator
• stakeholder management
• CRM (Salesforce or HubSpot)
• Reporting and dashboards (Looker, Tableau, Power BI, Excel/Google Sheets)
• Data analysis and interpretation

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