Sales Operations Manager (Software background required)

About This Role

At VertexOne, helping utilities provide the best customer service experience is what we do. VertexOne is the recognized leader in SaaS platforms for utilities across North America. Through a wide range of innovative services and solutions, VertexOne helps utilities deliver a compelling customer experience; reducing the cost to serve customers, increasing operational efficiency, improving customer satisfaction, and driving utility operations forward. It’s been in the DNA of our people since we started supporting utilities’ customer experience needs over 20 years ago. And that commitment continues to this day.

Our team members are our greatest assets, so we pride ourselves on being ‘Employee First’. As such, we listen to what our employees have to say and find ways to incorporate their ideas into the company. Whether it’s new technology, career development opportunities, or fun events, we find new ways to keep our employees engaged and incentivized to grow within the company. Our employees' well\-being—both physical and mental—is a top priority at VertexOne. That's why we foster a 100% remote and flexible environment and encourage work\-life balance.

VertexOne is proudly Certified as a Great Place to Work®. Great Place to Work® is the global authority on workplace culture, employee experience, and leadership behaviors proven to deliver market\-leading revenue, employee retention and increased innovation. VertexOne is dedicated to prioritizing the employee experience and creating an exceptional company culture.

About the Role

The Sales Operations Manager owns the systems, data, and processes that power VertexOne’s go\-to\-market engine. Sitting at the intersection of sales technology, analytics, forecasting, and cross\-functional process governance, this is a high\-impact, hands\-on role for someone who thrives on turning data into decisions and operational complexity into clarity.

You will serve as a key partner to the Chief Revenue Officer (CRO) and sales leadership—maintaining the integrity of our CRM environment, driving forecast discipline, enabling a high\-performing SaaS sales team, and helping build the reporting infrastructure that keeps the business aligned from the rep level to the board room.

Key Responsibilities

Time allocations are approximate and reflect general priorities. Actual distribution will vary based on business needs.

1\. CRM \& Territory Management (\~25%)

• Own Salesforce data quality through regular audits, field\-level maintenance, and rep\-level accountability conversations.
• Administer all core Salesforce functions—licenses, user permissions, page layouts, custom fields, opportunity stages, and validation rules—ensuring consistent adoption across Sales, Marketing, Finance, and Customer Success.
• Troubleshoot CRM issues reported by the sales team; provide hands\-on support for report building and pipeline analysis.
• Maintain and optimize integrations between Salesforce and key systems, including HubSpot and the DealHub CPQ tool.
• Administer DealHub CPQ: manage pricing catalogs, discounting rules, and approval workflows; troubleshoot quoting issues; ensure data accuracy through the CPQ → Salesforce → Finance pipeline.
• Partner with Marketing to build and maintain lead tracking rules; report on KPIs for lead creation and follow\-up.
• Maintain account and territory assignment rules, including segmentation logic and ownership change protocols.

2\. Reporting \& Analytics (\~20%)

• Review and evolve dashboard content in partnership with the CRO and senior leadership, ensuring dashboards reflect management priorities and drive actionable decisions.
• Produce regular pipeline reports for the CRO and sales leadership, including change commentary and trend analysis. Collaborate with reps so that CRM reporting genuinely supports pipeline execution.
• Support board\-level reporting by preparing a consistent, repeatable set of marketing and sales productivity metrics as directed by the CRO and CFO.
• Under CRO direction, support the Revenue Momentum reporting format—working cross\-functionally with Marketing, Finance, Operations, and Product to present a full\-revenue\-engine picture of the business through monthly KPIs.

3\. Forecasting \& Pipeline Governance (\~25%)

• Lead data preparation for bi\-weekly forecast calls: update reports, validate opportunity data, and surface risks proactively.
• Track forecast accuracy by rep, region, and product line; identify patterns and recommend corrective actions.
• Maintain forecast status categories (Commit, Best Case, Pipeline) and hold reps accountable for timely, accurate updates.

4\. Process Design \& Sales Enablement (\~15%)

• Document and maintain standard operating procedures for lead handoff, qualification steps, stage definitions, and exit criteria, including MEDDPICC framework alignment.
• Support new\-hire onboarding by training reps on Salesforce, reporting workflows, and sales process standards.
• Coordinate with Marketing to ensure alignment on MQL/SQL definitions and campaign attribution rules.

5\. Cross\-Functional Coordination (\~15%)

• Collaborate with Finance and Commercial Operations to ensure bookings, ARR calculations, and contract terms are aligned across systems.
• Partner with Marketing to analyze, track, and report on pipeline generation performance, program effectiveness, and funnel conversion.

Required Qualifications

• 4–6 years of experience in Sales Operations, Revenue Operations, preferably within a B2B SaaS environment.
• Salesforce proficiency is required—including report/dashboard building, field configuration, workflow rules, and user administration.
• Advanced Excel or Google Sheets skills (pivot tables, lookups, modeling); proficiency in Microsoft PowerPoint for executive\-level deliverables.
• Demonstrated experience with CPQ tools (DealHub experience a plus) and CRM–adjacent integrations.
• Strong analytical mindset with a strong process discipline, data accuracy, and continuous improvement.
• Excellent communication skills—comfortable presenting to senior leadership and working across Sales, Marketing, Finance, and Customer Success.
• Proven ability to manage multiple priorities in a fast\-moving organization.

Preferred Qualifications

• Experience with subscription revenue models and ARR/NRR metrics in a SaaS context.
• Familiarity with lead scoring, MQL/SQL lifecycle management, and demand generation workflows.
• Hands\-on experience with BI tools such as Tableau, Power BI, or Looker Studio.
• Exposure to MEDDIC or MEDDPICC sales qualification methodologies.
• Familiarity with AI productivity tools such as Claude, ChatGPT, or Microsoft Copilot.

Why VertexOne

VertexOne is the leading provider of utility CIS and customer engagement software for energy and water utilities across North America. We are in a period of strong growth—expanding our product portfolio, scaling our go\-to\-market motion, and building the operational infrastructure to support it. This role is a high\-visibility opportunity to help shape that foundation from the ground up.

Compensation \& Logistics

• Location: Remote
• Benefits: Comprehensive medical, dental, and vision coverage; 401(k) with employer match; flexible PTO; professional development budget.

What VertexOne has to offer

• Comprehensive medical, dental, vision, disability, life insurance
• Health Savings Account (HSA), Flexible Spending Account (FSAs)
• 401K match
• Flexible PTO
• Employee recognition platform with monetary rewards
• 100% Remote work environment
• Initial work from home stipend
• Leadership/Coaching training programs
• Free access to Bizlibrary for unlimited professional development
• Employee Assistance Program (EAP) with counseling sessions available 24/7
• Health and wellbeing programs
• Paid parental leave
• Employee bonus referral program
• Employee Discount Program

About VertexOne

VertexOne is the leading provider of cloud\-based SaaS software solutions powering the next generation of customer experience for utilities, energy retailers, and energy transition providers.

With over 30 years of experience and more than 350 customers in the cloud, we capitalize on our deep expertise to provide a wide range of innovative solutions for digital transformation, revenue optimization, and data\-driven efficiency operations surrounding the customer.

From Customer Information Systems (CIS) and Mobile Workforce Management (MWM) to Electronic Data Interchange (EDI) and Digital Customer Engagement and self\-service portals, we empower our customers to deliver a compelling customer experience, reduce costs to serve, increase operational efficiency, and improve customer satisfaction.

For more information on how VertexOne allows you to enhance the digital customer experience, improve revenue management, and leverage data analytics, visit https://www.vertexone.net.

Equal Opportunity Employer

VertexOne is proud to be an equal opportunity employer. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law.

VertexOne is also committed to providing reasonable accommodation for applicants with disabilities. Individuals who need reasonable accommodation because of a disability for any part of the employment process should ask to speak with a Human Resources representative to request accommodation.