SavvyMoney
Sales Operations Manager (Dublin, CA or USA Remote)
SavvyMoney, Dublin, California, United States, 94568
Sales Operations Manager (Dublin, CA or USA Remote)
SavvyMoney is a leading San Francisco East Bay fintech company that provides integrated credit score and personal finance solutions to over 1,500 bank and credit union partners nationwide. Our technology integrates with more than 35 digital banking platforms to deliver innovative credit solutions to financial institutions worldwide.
We recently received recognition from the San Francisco Business Times and Silicon Valley Journal as one of the “Top 25 Places to Work in the San Francisco Bay Area” and are a 2023 Inc. 5000 Fastest Growing Company.
Our corporate offices are in Dublin, CA and we offer a hybrid work environment: a mix of office days and remote work.
Responsibilities Sales Process Leadership & Optimization
Own, build, and refine scalable sales processes across the full revenue lifecycle—from lead routing and opportunity management to pricing and contracting.
Lead pricing governance, including pricing entry, auditing, approval workflows, and alignment with Finance.
Partner with sales leadership to improve forecasting accuracy, pipeline visibility, and sales performance tracking.
Identify opportunities for workflow automation and operational improvements and drive implementation from end‑to‑end.
Ensure consistent adoption of processes, tools, and best practices across the sales team.
Salesforce & RevOps Tech Stack Management
Serve as the day‑to‑day owner of Salesforce CRM and CPQ functionality for the sales organization.
Maintain data integrity and enforce data governance standards across accounts, opportunities, products, and pricing.
Manage product catalog updates, discount frameworks, and contract/pricing structure in CPQ.
Evaluate, implement, and optimize additional tools—such as sequencing, enablement, billing workflows, and contract systems—to support scale.
Reporting, Forecasting & Insights
Build and maintain dashboards, reporting infrastructure, and analytics models to support Sales, Finance, and leadership.
Analyze large volumes of transactional and operational data to identify trends, performance gaps, and opportunities.
Deliver clear, actionable recommendations that inform sales strategy, territory planning, quota setting, and operational improvements.
Cross‑Functional Collaboration
Collaborate with Sales, Finance, Legal, and Operations to ensure pricing, contracts, and order processes run smoothly.
Partner with Marketing and Product teams to support campaign tracking, product launches, and GTM initiatives.
Act as a resource and advisor for sales enablement, providing training and documentation on tools, processes, and CPQ.
Experience & Skills
5+ years in Sales Operations, Revenue Operations, or a similar role, ideally in a fast‑growing SaaS or fintech company.
Hands‑on proficiency with Salesforce CRM and CPQ—ability to configure, troubleshoot, and optimize pricing and quoting workflows.
Strong analytical skills and extreme attention to detail.
Solid understanding of end‑to‑end sales processes, forecasting, and pipeline management.
Experience influencing cross‑functional stakeholders.
Self‑starter who thrives in a high‑growth, rapidly evolving environment.
Strong communication skills—able to translate complex workflows into clear guidance.
Proven ability to meet business‑critical deadlines and juggle multiple priorities.
Why Join SavvyMoney? This role is ideal for someone who thrives in structured, process‑driven environments, enjoys working with sales data and pricing strategies, and has experience in Salesforce CPQ and contract management. If you are looking to build and improve sales operations in a high‑growth company, we’d love to hear from you.
Compensation & Benefits
Base Salary: $110,000–$135,000 per year, commensurate with experience.
Quarterly Bonus potential and equity compensation.
Flexible Time Off policy—take time as you need.
401(k) with employer contribution.
Medical, Dental, and Vision coverage—100% premium paid by the employee.
Career growth and challenge opportunities.
Beautiful California East Bay office.
EEO Statement SavvyMoney is an Equal Employment Opportunity/Affirmative Action employer and encourages applications from all qualified individuals. We are committed to providing a nondiscriminatory and inclusive work environment for employees and applicants of all genders, sexes/genders, gender identities, sexual orientations, and other protected classifications under state and federal law.
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We recently received recognition from the San Francisco Business Times and Silicon Valley Journal as one of the “Top 25 Places to Work in the San Francisco Bay Area” and are a 2023 Inc. 5000 Fastest Growing Company.
Our corporate offices are in Dublin, CA and we offer a hybrid work environment: a mix of office days and remote work.
Responsibilities Sales Process Leadership & Optimization
Own, build, and refine scalable sales processes across the full revenue lifecycle—from lead routing and opportunity management to pricing and contracting.
Lead pricing governance, including pricing entry, auditing, approval workflows, and alignment with Finance.
Partner with sales leadership to improve forecasting accuracy, pipeline visibility, and sales performance tracking.
Identify opportunities for workflow automation and operational improvements and drive implementation from end‑to‑end.
Ensure consistent adoption of processes, tools, and best practices across the sales team.
Salesforce & RevOps Tech Stack Management
Serve as the day‑to‑day owner of Salesforce CRM and CPQ functionality for the sales organization.
Maintain data integrity and enforce data governance standards across accounts, opportunities, products, and pricing.
Manage product catalog updates, discount frameworks, and contract/pricing structure in CPQ.
Evaluate, implement, and optimize additional tools—such as sequencing, enablement, billing workflows, and contract systems—to support scale.
Reporting, Forecasting & Insights
Build and maintain dashboards, reporting infrastructure, and analytics models to support Sales, Finance, and leadership.
Analyze large volumes of transactional and operational data to identify trends, performance gaps, and opportunities.
Deliver clear, actionable recommendations that inform sales strategy, territory planning, quota setting, and operational improvements.
Cross‑Functional Collaboration
Collaborate with Sales, Finance, Legal, and Operations to ensure pricing, contracts, and order processes run smoothly.
Partner with Marketing and Product teams to support campaign tracking, product launches, and GTM initiatives.
Act as a resource and advisor for sales enablement, providing training and documentation on tools, processes, and CPQ.
Experience & Skills
5+ years in Sales Operations, Revenue Operations, or a similar role, ideally in a fast‑growing SaaS or fintech company.
Hands‑on proficiency with Salesforce CRM and CPQ—ability to configure, troubleshoot, and optimize pricing and quoting workflows.
Strong analytical skills and extreme attention to detail.
Solid understanding of end‑to‑end sales processes, forecasting, and pipeline management.
Experience influencing cross‑functional stakeholders.
Self‑starter who thrives in a high‑growth, rapidly evolving environment.
Strong communication skills—able to translate complex workflows into clear guidance.
Proven ability to meet business‑critical deadlines and juggle multiple priorities.
Why Join SavvyMoney? This role is ideal for someone who thrives in structured, process‑driven environments, enjoys working with sales data and pricing strategies, and has experience in Salesforce CPQ and contract management. If you are looking to build and improve sales operations in a high‑growth company, we’d love to hear from you.
Compensation & Benefits
Base Salary: $110,000–$135,000 per year, commensurate with experience.
Quarterly Bonus potential and equity compensation.
Flexible Time Off policy—take time as you need.
401(k) with employer contribution.
Medical, Dental, and Vision coverage—100% premium paid by the employee.
Career growth and challenge opportunities.
Beautiful California East Bay office.
EEO Statement SavvyMoney is an Equal Employment Opportunity/Affirmative Action employer and encourages applications from all qualified individuals. We are committed to providing a nondiscriminatory and inclusive work environment for employees and applicants of all genders, sexes/genders, gender identities, sexual orientations, and other protected classifications under state and federal law.
#J-18808-Ljbffr