Sales / Marketing Operations Manager

World Emblem is the global leader in custom emblem manufacturing and apparel decoration, serving the world’s most recognizable brands for over 30 years. With eight strategic locations across the U.S., Canada, Mexico, and Europe, we deliver rapid-turn, high-quality embroidered and specialty emblems—from traditional embroidery to Flex Style® 3D and heat-applied solutions—helping our customers create memorable brand experiences and premium apparel designs.

Our culture is built around our Core Values:
Stay Positive. Get the Job Done. Continuous Improvement. Be 100% Committed to the Team. Customer-Centricity.

This role is also open for candidates to be located in all areas.

Job Summary

The Sales & Marketing Operations Manager is responsible for building, optimizing, and maintaining the operational infrastructure that enables high-performance execution across both sales and marketing teams. This role ensures alignment between go-to-market strategies, CRM systems, lead flow processes, reporting dashboards, marketing automation, and performance analytics. The ideal candidate is a systems-thinker with a strong grasp of sales process design, marketing funnel optimization, technology integration, and cross-functional communication. They serve as the backbone of the revenue engine, ensuring that sales and marketing teams operate efficiently, data is accurate, and execution is consistent. 

 ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Process & Workflow Optimization 

• Design, implement, and continuously improve standardized sales and marketing processes.
• Build and document lead management workflows from MQL to SQL to closed opportunity.
• Define clear ownership and handoff rules between marketing, inside sales, outside sales, and service teams.
• Develop SLA and pipeline governance to prevent lead leakage or delayed follow-up.
• Oversee marketing-to-sales alignment meetings and pipeline review cadences.

2. CRM & Marketing Technology Management 

• Own the administration, optimization, and adoption of CRM and marketing automation platforms.
  • Develop reporting dashboards for performance metrics including lead volume, conversion rates, sales velocity, pipeline coverage, and campaign ROI.
  • Ensure all customer and prospect data is accurately maintained, deduplicated, and segmented.
  • Partner with IT or third-party vendors to integrate tools such as email, forms, trade show lead scanners, website tracking, and outbound prospecting tools. Manage integrations between CRM, marketing automation tools (HubSpot), and BI dashboards (PowerBI).
  • Maintain CRM and ERP data hygiene (Dynamics 365, Business Central) — ensuring accuracy of accounts, contacts, and revenue attribution.

• 3. Sales & Marketing Analytics 

  • Track, analyze, and report on KPIs including:
    • Marketing-generated pipeline
    • Sales conversion rates by stage
    • Lead source performance and ROI
    • Sales activity metrics and productivity
  • Identify bottlenecks in the funnel and recommend tactical improvements.
  • Deliver weekly, monthly, and quarterly reports on pipeline health and marketing performance.
  • Track attribution across touchpoints to ensure marketing and sales contribution visibility.
  • Partner with Finance to align reporting between CRM (Dynamics) and ERP (Business Central).
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• 4. Enablement & Support 

  • Develop and maintain sales and marketing playbooks, process maps, and enablement documentation.
  • Coordinate onboarding and continuous training on CRM usage, reporting tools, and process compliance.
  • Support campaign execution by building lists, segments, and performance tracking dashboards.

• 5. Cross-Functional Alignment 

  • Serve as the operational link between sales, marketing, finance, and service teams.
  • Ensure compensation plans, territory structures, and reporting rules are reflected properly in all systems.
  • Support leadership in strategic planning, annual forecasting, and quarterly business reviews.

• 6. Data Governance & Enablement 

  • Define CRM data standards and create playbooks for lead management and campaign setup.
  • Conduct regular audits to maintain clean and complete records.
  • Train Sales and Marketing teams on CRM best practices and reporting dashboards.
  • Implement tagging and segmentation logic to enable personalized marketing and account-based campaigns

Qualifications

Hands-on experience with CRM systems (Dynamics 365, Salesforce, or HubSpot). 

Strong analytical and data visualization skills (Power BI, Excel, or Tableau). 

Understanding of marketing attribution models, lead scoring, and lifecycle management. 

Familiarity with ERP systems (Business Central preferred). 

Excellent communication and cross-department collaboration skills. 

Strong project management and process documentation abilities. 

Skills

Technical & Analytical 

• Proficient in CRM platforms (Salesforce, HubSpot, NetSuite CRM, or similar) and marketing automation tools.
• Strong Excel/Google Sheets capabilities—comfortable manipulating data, building reports, and formatting dashboards.
• Experience with business intelligence platforms (Power BI, Tableau, Looker, or similar) preferred.
• Understanding of marketing funnel metrics, pipeline stages, and sales forecasting logic.

Process & Leadership 

• Proven ability to map, document, and improve business processes.
• Exceptional organizational skills with a mindset for operational excellence and continuous improvement.
• Strong communication and facilitation skills—able to lead meetings, enforce accountability, and align cross-functional teams.
• Familiarity with Lean methodology, Six Sigma, or continuous improvement processes (a plus).

Soft Skills 

• Detail-oriented with a proactive problem-solving mindset.
• Ability to translate complex operational needs into clear execution plans.
• Comfortable working in a fast-paced, data-driven commercial environment.
• High degree of accountability, follow-through, and urgency.

 Education & Experience

• Bachelor’s degree in marketing, Business Analytics, or related field.
• 5–8 years of experience in Sales or Marketing Operations, ideally within B2B manufacturing, e-commerce, or technology.

• Experience supporting both marketing and sales teams in a B2B or high-volume transactional environment.
• Demonstrated success implementing CRM workflows, reporting structures, and lead management processes.
• Experience working in manufacturing, apparel, distribution, or multi-channel sales organizations is a plus.
• Experience managing cross-functional stakeholders and driving adoption of new systems and processes.

Language Ability

• Required: Professional fluency in English, both written and verbal, with the ability to craft clear documentation and present data insights to leadership.
• Preferred: Bilingual proficiency in Spanish to support North American and global manufacturing or trade show initiatives.
• Ability to adjust communication style for different audiences, including executives, sales reps, inside sales teams, and technical support teams. 

 WORK ENVIRONMENT

• Flexibility in working hours is required to accommodate travel schedules and client needs.
• A reliable internet connection and a suitable home office setup are necessary for remote work.

World Emblem is an Equal Opportunity Employer (EOE). Qualified applicants are considered for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, disability, or veteran status.
World Emblem is proud to be a drug free workplace. All applicants will undergo a criminal background check, pre-placement drug screen, and are in compliance with E-Verify