EPIC Brokers - Sales Operations Manager
Requirements
• Proven experience in sales operations, revenue operations, Salesforce administration, or a similar role supporting a consultative sales organization.• Strong understanding of pipeline management, renewal processes, forecasting concepts, and sales process governance.• Demonstrated ability to analyze sales data and translate findings into practical recommendations for business leaders.• Experience working cross-functionally with sales, finance, and executive stakeholders to improve processes and drive accountability.• Hands-on experience building and maintaining Salesforce reports, dashboards, data structures, and operational workflows. • Key Competencies • Key Competencies • Strong analytical, organizational, and project management skills.• Excellent written and verbal communication skills, with the ability to facilitate meetings and drive follow-through.• Demonstrated ability to build strong relationships and lead through influence across teams and levels of the organization.• Ability to balance strategic thinking with hands-on execution in a fast-paced environment.• Experience with Salesforce administration, reporting, dashboards, and data management.• Bachelor's degree in Business, Marketing, Finance, or a related field, or equivalent work experience.• Salesforce Certified Platform Administrator• Ability to travel as business needs require. • Experience supporting a professional services, consulting, or B2B sales organization.• Background in renewal management, sales analytics, or revenue operations.• Experience leading CRM enhancements, cross-system integrations, or process improvement initiatives.
Responsibilities
• Own Salesforce hygiene by conducting regular audits of open pipeline, identifying stalled or outdated opportunities, and partnering with sales leaders to improve data accuracy and opportunity management discipline.• Schedule, manage, and facilitate pipeline calls, ensuring adherence to standards, keeping teams aligned to the agenda, documenting follow-up items, and driving timely completion of next steps.• Manage the employee incentive process by ensuring eligible opportunities are reviewed and dispositioned appropriately, coordinating approvals with executive leadership and finance, and supporting communication when incentives are awarded.• Audit won opportunities to ensure Salesforce records accurately reflect executed contract terms, including scope, timing, and financial details, and partner with internal stakeholders to resolve discrepancies.• Lead renewal management activities by ensuring renewals are created, tracked, and closed accurately, and by facilitating regular reviews with business leaders to keep renewals moving through the process.• Leverage sales data to generate insights that inform business strategy, including analysis of win and loss trends, forecast quality, and weighting accuracy.• Partner with leaders across the business to expand adoption and effective use of Salesforce as a CRM and pipeline management platform, including process improvements, better account-level tracking, and cross-system integration opportunities.• Support day-to-day Salesforce operations, including license management, reassignment of contacts and opportunities, dashboard and report development, and ongoing system administration activities.• Act as a trusted operational partner who leads through influence, drives accountability across stakeholders, and identifies opportunities to strengthen sales processes before and after opportunities move through the pipeline.
Benefits
• The national average salary for this role is $100,000.00 - $120,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. • The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. • EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer: • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days • Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave • Generous employee referral bonus program of $1,500 per hired referral • Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!) • Employee Resource Groups: Women’s Coalition, EPIC Veterans Group • Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development • Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support • Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs • 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! • EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation • We’re in the top 10 of property/casualty agencies according to “Insurance Journal” • To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. • EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. • California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. • Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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