Manager of Sales Operations

About Us

Unleashing potential. Building tomorrow.

WorkSmart IT Services is a leading southeastern U.S. IT Consulting and Managed Services Provider (MSP) delivering predictable and reliable IT services outcomes to small and mid-sized businesses via secure, scalable, and cost-effective IT solutions. Our team is passionate about helping clients succeed through consultative strategic guidance, innovative thinking, long-term partnerships, and technical excellence.

Position Summary

The Sales Operations Manager will play a critical role in driving operational excellence within the sales organization of our business. This individual will be responsible for optimizing processes, providing leading edge analytics, managing data integrity, enabling the sales team to achieve revenue targets, and leading a team of sales operators who support sales professionals with proposal preparation and pricing.

• Team Leadership & Development:
  • Manage and mentor a team of sales operators who assist sales professionals in preparing client proposals, pricing, and contract documentation.
  • Set clear goals, monitor performance, and provide ongoing coaching and professional development.
  • Ensure timely and accurate delivery of proposals and pricing support to the sales team (SLAs).
• Sales Process Optimization:
  • Design, implement, and continuously improve sales processes to ensure efficiency and scalability.
  • Develop and enforce best practices for pipeline management, forecasting, and deal progression.
• Data Management & Reporting:
  • Assure CRM data integrity and accuracy across all sales activities.
  • Create and deliver actionable reports and dashboards for leadership, including revenue forecasts, pipeline health, and performance metrics at the company and individual seller levels.
  • Design, monitor and report on sales process KPIs (e.g., solution engineering turnaround, proposal/pricing turnaround, etc.)
• Sales Enablement:
  • Collaborate with sales and solution engineering leadership to identify training needs and develop enablement programs.
  • Ensure the sales team has access to the right tools, resources, and collateral to close deals effectively.
• Technology & Tools Management:
  • Administer and optimize CRM systems (e.g., Salesforce, HubSpot, ConnectWise) and other sales tools.
  • Evaluate and implement new technologies to improve sales productivity and reporting capabilities.
• Cross-Functional Collaboration:
  • Work closely with marketing, finance, and service delivery teams to align sales strategies with company objectives.
  • Support pricing strategy development and contract management processes.
• Performance Analysis:
  • Monitor KPIs such as conversion rates, average deal size, and sales cycle length.
  • Provide insights and recommendations to improve sales performance and revenue growth.

Qualifications

• Bachelor’s degree in Business, Finance, or related field; MBA preferred.
• 3–5 years of experience in sales operations, preferably within an MSP or IT services environment.
• Proven experience managing a team in a sales support or operations capacity.
• Strong understanding of MSP business models, recurring revenue, and managed services offerings.
• Proficiency in CRM systems and sales analytics tools.
• Excellent analytical, organizational, and communication skills.
• Ability to thrive in a fast-paced, dynamic environment.
• PowerBI, HubSpot, and ConnectWise CRM experience preferred.

Key Performance Indicators (KPIs)

• Proposal Turnaround Time:
  • Average time from request to delivery: 24–48 hours for standard proposals, 3–5 business days for complex proposals.
• Proposal Accuracy:
  • Maintain 99% accuracy in pricing and service details.
• Team SLA Compliance:
  • Ensure 95% of proposals meet agreed turnaround times.
• CRM Data Integrity:
  • Maintain 98% accuracy of account, contact, and opportunity data in CRM.
• Ensure 100% compliance with required fields for all new opportunities.
• Conduct monthly audits with less than 2% error rate.
• Pipeline Health:
  • Ensure 90% of opportunities have next steps and close dates updated weekly.
• Maintain less than 10% of pipeline in “stale” status (no activity for 30+ days).
• Achieve forecast accuracy within ±5% of actual revenue.
• Sales Support Efficiency:
  • Reduce proposal revision requests by 20% year-over-year.

This is a hybrid position. Employees will work both on-site and remotely.

What We Offer

This is a full-time salaried position with excellent benefits.

• Health, Dental, and Vision insurance
• Short- and Long-Term Disability, plus Basic Life, at no cost to you
• 401(k) with corporate match
• Wellbeing reimbursement
• Up to 4 paid days per year for volunteer activities

Core Values

Our core values define our culture and how we approach working with clients, hiring new teammates, and rewarding each other, and they even allow us to consider when someone is not a good fit. We all use these core values as a filter through which we make decisions. By embodying these values as an organization and as individuals, we will continue to grow and succeed.

Be Curious
We embrace curiosity as a driver of growth and innovation. Being curious means asking questions, seeking new perspectives, and continuously learning. It’s about challenging assumptions, exploring possibilities, and staying open to change.

Be A Good Steward
We responsibly manage the resources entrusted to us—time, talent, capital, and relationships—with care and integrity. Being a good steward means acting with long-term vision, making thoughtful decisions, and leaving things better than we found them.

Put People First
We prioritize people in every decision and interaction. By leading with empathy, respect, and care, we create a culture where individuals feel valued, supported, and empowered to thrive. When people come first, everything else follows.

Be Accountable
We take ownership of our actions and outcomes. Being accountable means following through on commitments, learning from mistakes, and holding ourselves to the highest standards of integrity and performance. We own the results—good or bad—and strive to continuously improve.