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Sales Operations Manager
CARTA San Francisco, CA
$152k-209k (estimate)
Full Time | Investment Management 0 Months Ago
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CARTA is Hiring a Sales Operations Manager Near San Francisco, CA

The Problems You'll Solve

At Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places. We believe that the problems we solve today unlock the opportunities of tomorrow. As a Sales Operations Manager, you’ll work to: 

  • Serve as a business architect and project manager for requests to change or create new Sales processes. You will lead projects from start to finish ensuring successful completion, including gathering business requirements, designing processes, working with system admins to build these processes in our tools, and providing clear, concise documentation to train sales on any changes.
  • Create and use reporting as a tool to drive efficiencies and make informed decisions.
  • Own the operational pieces of new product rollouts – ensuring approvals, quoting, contracting, and reporting are working seamlessly.
  • Partner with Sales Strategy on strategic initiatives including any changes to sales teams, segmentation, or swim lanes.
  • Design, document, and enforce ROEs, including diplomatic mediation when there are swim lane disputes.

The Team You'll Work With

You will be joining our Sales Operations team. Our Sales Operations team is a lean, agile group that supports 4 revenue lines and 200 reps. You’ll be joining as a Sales Operations Manager focused on designing, enforcing, and improving sales processes and working on large cross-functional initiatives. The projects we tackle are broad, but a few examples would be segmentation and swim lanes, defining sales processes, or implementing a quote-to-cash system.

About You

  • 5 years of experience in sales operations, revenue operations or business operations recommended.
  • Prior experience at a SaaS company.
  • Understanding of sales cycle and processes.
  • Strategic, structured thinker with strong analytical skills.
  • Results driven self-starter with a get-it-done approach. You have a growth mentality and view what you do as a part-owner and builder of Carta. 
  • Experience driving cross-functional projects end-to-end and managing stakeholders at all levels. Ability to negotiate and influence priorities across organizations at all levels.
  • Clear and concise communication skills, verbal and written. Excellent presentation skills. Ability to communicate the right level of information to different audiences.
  • Comfortable working in a fast-paced environment while dealing with ambiguity.
  • Foundational Excel skills and proficiency with a logic language (SQL, Python, Excel).
  • Advanced skills in SFDC. SFDC Admin certification or prior experience administering tools is a plus. Familiar with Outreach, ZoomInfo, Chili Piper, LeanData, Qualified, Marketo, Bizible, Zuora, CaptivateIQ and Looker or other BI tools is a plus.

Salary

Carta’s compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our minimum cash compensation (salary commission if applicable) range for this role is: 

  • $123,000 - $145,000 in San Francisco, CA
  • $123,000 - $145,000 in New York, NY

Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.

Job Summary

JOB TYPE

Full Time

INDUSTRY

Investment Management

SALARY

$152k-209k (estimate)

POST DATE

06/10/2023

EXPIRATION DATE

07/03/2024

WEBSITE

carta.com

HEADQUARTERS

ARDMORE, PA

SIZE

50 - 100

FOUNDED

2012

CEO

ROBERT WINTERLY

REVENUE

$5M - $10M

INDUSTRY

Investment Management

Related Companies
About CARTA

Were on a mission to create more owners. By building the global ownership management platform, were changing how companies, investors, law firms, and employees manage equity. Our team is focused on converging private and public markets and mapping and connecting the global ownership network. We all believe we are building a generational company, that will change how ownership and finance works. Want to join our team? Look at our open positions here: https://boards.greenhouse.io/carta https://vimeo.com/273958418

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The following is the career advancement route for Sales Operations Manager positions, which can be used as a reference in future career path planning. As a Sales Operations Manager, it can be promoted into senior positions as a Sales Director - Medicare Products that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Sales Operations Manager. You can explore the career advancement for a Sales Operations Manager below and select your interested title to get hiring information.

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If you are interested in becoming a Sales Operations Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Sales Operations Manager for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Sales Operations Manager job description and responsibilities

Responsible for managing the operations of the team.

01/15/2022: Beaumont, TX

Assists with their day to day systems needs to ensure they can perform their roles efficiently and effectively.

03/15/2022: Lawton, OK

Supervise sales reps and other operational specialists to ensure things run smoothly.

02/13/2022: Portland, OR

They also direct and coordinate the operations of sales personnel to ensure compliance with sales objectives.

03/31/2022: New Suffolk, NY

Build and administer sales processes and workflows that enable creative thinking of an organization, all while driving accountability, revenue, brand and overall growth.

04/03/2022: Roanoke, VA

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Sales Operations Manager jobs

Creating, communicating and compensating understandable goals.

03/06/2022: Bloomington, IN

Getting Accurate Visibility of the Sales Team Performance.

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Minimum 7 years’ experience with enterprise software sales operations.

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Experience with Sales Enablement tools such as Clary, Gong, Groove.co.

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3-5 years experience with a strong command of Sales Cloud and experience with Lightning.

03/26/2022: Lincoln, NE

Step 3: View the best colleges and universities for Sales Operations Manager.

Butler University
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