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DFIN - Donnelley Financial Solutions logo
DFIN - Donnelley Financial Solutions

A leading provider of risk and compliance solutions, DFIN - Donnelley Financial Solutions offers data insights, industry expertise, and insightful technology to

Sales Operations Manager

Sales Operations ManagerSales Operations ManagerOtherRemoteMid LevelTeam 1,750Since 2016Company Site

Location

United States

Posted

93 days ago

Salary

$3 - $5

Seniority

Mid Level

Bachelor Degree5 yrs expEnglishAIAnaplanPower BISalesforceTableau

Job Description

Sales Operations Manager

DFIN - Donnelley Financial Solutions

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

Benefits

  • 401(K), 401(K) matching, Adoption Assistance, Childcare benefits, Commuter benefits, Company equity, Company-sponsored outings, Customized development tracks, Dedicated diversity and inclusion staff, Dental insurance, Disability insurance, Diversity manifesto, Documented equal pay policy, Volunteer in local community, Employee stock purchase plan, Family medical leave, Fitness stipend, Flexible Spending Account (FSA), Flexible work schedule, Generous parental leave, Generous PTO, Company-sponsored happy hours, Health insurance, Highly diverse management team, Job training & conferences, Open door policy, Life insurance, Mentorship program, Online course subscriptions available, Open office floor plan, Paid holidays, Paid industry certifications, Paid sick days, Onsite office parking, Partners with nonprofits, Performance bonus, Promote from within, Lunch and learns, Remote work program, Return-to-work program post parental leave, Team based strategic planning, OKR operational model, Continuing education available during work hours, Mandated unconscious bias training, Unlimited vacation policy, Vision insurance, Wellness programs, Some meals provided, Mental health benefits, Diversity employee resource groups, Hiring practices that promote diversity, Employee resource groups, Employee-led culture committees, Quarterly engagement surveys, Hybrid work model, Employee awards, Diversity recruitment program, Wellness days, Personal development training, Apprenticeship programs, Flexible time off, Floating holidays, Bereavement leave benefits, Hardship benefits

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