Psgconsults

Psgconsults

Sales Operations Manager

US-Remote

Sponsorship not specified$100k-$120kDetected 18 hours ago
Data StructuresRESTProject ManagementSalesforceCRMSalesPipeline ManagementForecastingProcess ImprovementWordPressEpicLeadershipCommunicationCollaborationOrganizational Skills

About the role

  • 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.
  • The ideal candidate is highly organized, analytically strong, and comfortable driving accountability without direct authority.

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  • Own Salesforce hygiene by conducting regular audits of open pipeline, identifying stalled or outdated opportunities, and partnering with sales leaders to improve data accuracy and opportunity management discipline.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.
  • 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.
  • 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.

Requirements

  • 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 with Salesforce administration, reporting, dashboards, and data management.
  • Bachelor's degree in Business, Marketing, Finance, or a related field, or equivalent work experience.

Nice to have

  • 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.
  • EPIC has over 60 offices and 3,000 employees nationwide - and we're growing!

Skills

  • https://www.epicbrokers.com/about/epic-careers/.

Compensation

  • The national average salary for this role is $100,000.00 - $120,000.00 in base pay and exclusive of any bonuses or benefits.
  • The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
  • 22 PTO days starting out for hourly/non-exempt employees

Benefits

  • 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
  • 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
  • Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
  • Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support

Company info

  • 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"
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This listing is sourced directly from Psgconsults's careers page and normalized into a canonical job model.