Sales Operations Manager

About This Role

Title of Position: Sales Operations Manager

Overall responsibility: The Sales Operations Manager is responsible for improving how the Sales organization operates, communicates, and executes against Trellance’s growth objectives. This role partners closely with Sales Executives, Account Managers, Partner/League Executives, Sales Engineers, Marketing, and Go\-To\-Market partners to translate strategy into consistent, scalable execution. The position combines strategic planning with hands\-on operational leadership, enabling sales teams through optimized processes, tools, insights, and enablement programs.

ESSENTIAL FUNCTIONS

Sales Enablement \& Execution

• Serve as the primary operational partner to the Sales leadership team.
• Enable Sales Executives, Account Managers, and Sales Engineers through improved processes, tools, insights, and execution support.
• Translate GTM and leadership priorities into repeatable, scalable sales motions.

Business Development \& Account Outreach

• Own the creation, deployment, and optimization of outbound and account\-based cadences in partnership with Marketing and Content teams.
• Support outreach related to conferences, Trellance\-sponsored events, priority solutions, GTM themes, and the Quarterly League Newsletter.
• Partner with Sales and Account Management teams to ensure cadences are executed consistently and refined over time.
• Maintain account and contact hygiene beyond automated data enrichment tools.
• Social Media Selling \& Market Engagement
• Coordinate with Digital Marketing to align sales outreach with broader brand, campaign, and conference activity.
• Provide sales teams with summaries of relevant social media and market engagement.
• Support Sales Executives and Account Managers in expanding their LinkedIn presence and social media selling effectiveness.

Sales Technology Ownership

• Act as the business owner for core sales technologies including Salesforce, LinkedIn Sales Navigator, Highspot, THNKS, ZoomInfo, and Juro.
• Drive adoption, optimization, governance, and consistent usage of sales tools across teams.
• Lead AI assistant/agent implementation and ongoing coordination across Sales and GTM functions.

Go\-To\-Market \& Cross\-Functional Collaboration:

• Contribute sales insights, client feedback, and execution needs to GTM initiatives.
• Support the creation and maintenance of sales presentations and materials across multiple brands/companies.
• Collaborate on internal communications for Sales.

Sales Operations \& Insights

• Analyze pipeline health, sales activity, and tool usage to identify trends and improvement opportunities.
• Support forecasting accuracy, pipeline reviews, and performance reporting.
• Identify process gaps or inefficiencies and recommend operational improvements.
• Perform other related duties as assigned to support Sales and Go‑To‑Market priorities.

KNOWLEDGE SKILLS \& ABILITIES

POSITION REQUIREMENTS

Minimum Education/Experience: Bachelor’s degree (BA or BS) from an accredited college or university plus a minimum of three (3\) years’ experience in the specific or related field. Or a high school diploma or equivalent plus a minimum of six (6\) years’ experience in the field.

Company / Industry Knowledge: Prior experience in credit union or financial services industries is a plus.

Required qualifications

• Bachelor’s degree or equivalent professional experience.
• 5\+ years of experience in Sales Operations, Sales Enablement, GTM, or related roles.
• Strong understanding of Trellance’s sales structure, solutions, and buyer landscape.
• Demonstrated ability to influence without authority and partner cross\-functionally.
• Hands\-on experience with Salesforce and sales enablement platforms.
• Ability to balance strategic thinking with hands\-on execution.
• Strong organizational, analytical, and communication skills.