Sales Operations Director
On-siteDallas, Texas, United States
Job Summary
Collaborate with sales leadership to define analytics capabilities, standardize pipeline routines, and drive accountability across all lines of business. Partner with LOBs to identify market trends, build forecasting models, and establish KPI frameworks that inform growth strategies and pricing. Lead process optimization efforts to refine workflows, establish governance for pipeline execution, and coordinate CRM enhancements and automations. Build and lead a high-performing Sales Operations organization, establishing clear career pathways and driving adoption of new sales tools through robust change management. Serve as a strategic partner to Sales, Product, Marketing, Finance, and Technology to ensure alignment with enterprise objectives.
Required Qualifications
- Bachelor's degree in Business, Finance, or a related field
- 8-12 years of progressive experience in sales operations and/or enablement
- experience within the banking sector
- encompassing both B2B and B2C segments
- Strong understanding of banking products, services, and market dynamics
- Proven track record of optimizing sales processes, improving operational efficiency, and achieving revenue targets
- Proficiency in data analysis, reporting tools, and CRM systems (e.g., Salesforce)
- Excellent communication and interpersonal skills with the ability to collaborate and influence across various levels of the organization
- Leadership experience, including managing teams and developing talent
- Ability to manage multiple high visibility initiatives and balance priorities across multiple stakeholders
Desired Qualifications
- MBA
- Strategic mindset with the ability to think critically and make data-driven decisions
- Strong project management skills with the ability to prioritize and manage multiple initiatives simultaneously
- Knowledge of regulatory compliance within the banking industry
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