Sales Operations Manager

Join a dynamic team at the pulse of global markets, where we deliver innovative software and service solutions for essential financial reporting and capital markets transactions. At DFIN, we are a values-driven organization that empowers you to build a fulfilling career while bringing your authentic self to work every day. Our "Win as One" mentality ensures that our team's success is directly linked to Client, Shareholder and Employee Satisfaction.
Recognized as one of AMERICA'S MOST LOVED WORKPLACES® for five consecutive years and a Built In Best Places to Work for six years, we are committed to our employees' total well-being. Enjoy competitive compensation, a flexible workplace, comprehensive benefits, and opportunities for professional growth. Bring your passion and talents to DFIN - because being YOU thrives here.
Summary:
We are seeking a Sales Operations Manager to support our sales organization. This role serves as a strategic advisor to sales leadership, driving operational efficiency, enabling data-driven decisions, and ensuring accurate forecasting and planning. The ideal candidate has a strong analytical background, excellent communication skills, and experience working in fast-paced SaaS environments.
Responsibilities:
Sales Forecasting & Pipeline Management

• Own the forecasting process for assigned sales teams, ensuring accuracy and alignment with company goals.
• Monitor pipeline health and provide insights on conversion rates, deal velocity, and risk factors.

Revenue Planning & Analysis

• Develop financial models to support quota setting, territory planning, and revenue projections.
• Deliver scenario-based analysis to guide strategic decisions.

AI Sales Operations Responsibilities

• Leverage AI‑driven GTM tools (e.g., forecasting assistants, pipeline insight engines, and content‑automation platforms) to enhance sales productivity, improve data quality, and accelerate revenue operations.
• Serve as champion for emerging AI‑enabled sales technologies, ensuring proper adoption, training, governance, and continuous enhancement of AI GTM tools.
• Use AI‑based analytics and automation platforms to surface actionable insights, reduce manual data work, and streamline operational processes across the sales cycle.

Reporting & Insights

• Build and maintain dashboards and reports to track KPIs, trends, and performance metrics.
• Translate complex data into actionable insights for sales leadership.

Process Optimization & Enablement

• Identify process gaps and implement best practices to improve efficiency and scalability.
• Partner with cross-functional teams (Finance, Marketing, Customer Success) to align GTM strategies.

Executive Communication

• Prepare and present business reviews, forecasts, and recommendations to senior leadership for your supported teams.
• Demonstrate strong executive presence and influence across the organization.

Qualifications:

• 3-5 years in Sales Operations, Revenue Operations, or related analytical roles within SaaS.
• Proficiency in CRM systems (Salesforce preferred).
• Strong skills in data visualization tools (Tableau, Power BI) and planning platforms (Anaplan or similar).
• Advanced analytical and financial modeling capabilities.
• Excellent communication and presentation skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Bachelor's degree in Business, Finance, Economics, or related field

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