• Develop and execute the operational strategy supporting Residential Sales across multiple sales channels. • Lead the Sales Operations & Support team responsible for sales administration, reporting, order support, sales enablement, and operational execution. • Establish standardized operational processes that improve efficiency, scalability, and consistency. • Identify process improvement opportunities and implement solutions that reduce manual effort and improve sales productivity. • Serve as the operational liaison between Residential Sales and internal business partners. • Oversee end-to-end sales support processes including order management, sales tools, inventory coordination, field support, and issue resolution. • Ensure operational readiness for new product launches, promotions, compensation plans, and system enhancements. • Develop and maintain policies, procedures, and documentation supporting Residential Sales operations. • Drive continuous improvement initiatives using data, automation, and technology. • Own the governance, administration, and accuracy of monthly and quarterly Residential Sales commission calculations. • Partner with Finance, Payroll, HR, and Sales Leadership to ensure commission plans are accurately implemented and consistently administered. • Validate commission data, investigate discrepancies, and resolve payment issues in a timely manner. • Maintain commission controls, audit processes, and documentation to ensure compliance with company policies. • Produce recurring commission reporting and executive summaries highlighting trends, adjustments, and payout accuracy. • Recommend enhancements to commission processes that improve transparency, efficiency, and scalability. • Develop executive dashboards and KPIs measuring sales performance, productivity, conversion, operational health, and commission accuracy. • Analyze trends to identify opportunities for growth, cost reduction, and operational improvements. • Deliver actionable insights that support business decisions and strategic planning. • Collaborate with Marketing on campaign execution and sales readiness. • Partner with Customer Operations and Billing to improve order quality and customer onboarding. • Work closely with IT and Product teams to enhance sales systems and digital tools. • Support Finance with forecasting, budgeting, and operational planning. • Lead cross-functional projects impacting Residential Sales operations. • Recruit, coach, and develop a high-performing Sales Operations team. • Establish performance goals, KPIs, and accountability measures. • Foster a culture of continuous improvement, collaboration, and customer focus. • Lead change management initiatives supporting organizational growth and transformation.

Role Description Advisicon is seeking a Sales Operations & Revenue Lead to build and operationalize the systems, processes, and structure that support a scalable sales function within a growing technology consulting organization. This is a foundational role designed for a hands-on leader who is equally comfortable building the operational backbone of sales and actively participating in the sales process during an early stage of growth. - Approximately two-thirds of this role will focus on designing and implementing sales infrastructure, including: - CRM optimization - Pipeline management - Reporting - Forecasting - Sales process development - Compensation administration - The remaining portion of the role will involve supporting active sales efforts, including: - Participating in sales calls - Managing opportunities - Coordinating proposals - Advancing deals through the pipeline Qualifications - 5+ years of experience in sales operations, revenue operations, business development, or related sales support leadership roles - Experience building or optimizing CRM systems, pipeline processes, and sales workflows - Experience supporting or participating in B2B sales environments, preferably within consulting, professional services, SaaS, or technology organizations - Strong understanding of sales process management, forecasting, pipeline discipline, and opportunity progression - Comfort participating in client-facing sales activities and supporting active deal movement - Strong analytical, organizational, and process design capabilities - Excellent written and verbal communication skills - Ability to operate independently in an evolving, growth-oriented environment Requirements - Design, document, and implement scalable sales workflows from lead intake through close and handoff to delivery - Build and maintain CRM architecture, opportunity stages, forecasting inputs, dashboards, and reporting standards - Establish pipeline governance, sales documentation standards, and operational best practices - Develop reporting and visibility into pipeline health, deal movement, forecasting, and sales performance - Identify operational bottlenecks and implement process improvements to improve efficiency and scalability - Participate in sales calls, discovery conversations, and deal progression activities as needed - Support opportunity strategy, proposal coordination, contract routing, and deal tracking - Help ensure opportunities move consistently through the pipeline with clear ownership and follow-up - Collaborate with leadership to reduce founder dependency in day-to-day sales execution - Administer and maintain sales compensation structures, rules, and tracking mechanisms defined in partnership with leadership and finance - Track bookings and commissionable events and ensure accuracy in reporting - Support transparency and consistency in compensation-related processes - Partner with leadership, finance, delivery, marketing, and partner managers to support the full revenue lifecycle - Improve alignment between marketing-generated opportunities, sales follow-up, and pipeline visibility - Ensure smooth transition from closed sales to consulting delivery through clear documentation and expectations Success Measures - A clearly defined and consistently followed sales process - Improved CRM data quality, forecasting visibility, and pipeline hygiene - Reduced dependency on leadership for day-to-day sales coordination and deal management - Increased consistency in opportunity movement and follow-up across the sales lifecycle - Strong operational alignment between sales, marketing, finance, and delivery - A scalable sales infrastructure that supports future growth and team expansion

• Creating and delivering straightforward onboarding, ongoing training, and certification programs through a LMS so sellers actually learn. • Getting on calls with senior leadership to talk about what's working, what isn't, and what the team needs next. • Taking complicated software testing concepts and turning them into plain, simple English that salespeople can actually use in real client conversations. • Tracking data and metrics around our training modules to prove that people are actually learning and getting value from them. • Teaching the sales team how to efficiently use their software and tools (CRM, etc.) so it’s integrated naturally into their daily routine instead of being a headache. • Talking directly to the frontline sellers to hear their feedback, patch up their knowledge gaps, and update training resources accordingly.

• Build and run the enablement infrastructure that helps our sales team ramp faster and win more • Design the AE and SDR onboarding program • Build ramp certifications across product knowledge, discovery, demo delivery, and objection handling • Create the core content library • Define what good looks like at 30/60/90 days • Run weekly call coaching sessions • Build and maintain a discovery framework • Develop objection-handling guides • Measure what you build • Partner with Product Marketing to own new features • Maintain a feedback loop between field conversations and the product roadmap • Act as an extension of sales leadership