Sales Operations Manager

Description

AdaptX is searching for a Sales Operations Manager to join our growing team. This person will have 3–5 years of experience supporting high-velocity sales organizations through process design, systems optimization, and data-driven operational rigor. The ideal candidate combines hands-on CRM and workflow expertise with strong analytical skills and a deep understanding of how to drive clarity and predictable execution across the sales lifecycle. This person will play a key role in enabling revenue growth through strengthening pipeline visibility and ensuring our sales team operates with discipline and consistency. They will thrive in a fast-paced, startup environment.

AdaptX values diversity of experiences and backgrounds. We encourage individuals from all cultures and communities to apply.

The lists below describe some important attributes that we are looking for in this role. Please feel free to apply even if you do not meet every bullet point.

Key Responsibilities

• Own and optimize CRM workflows, ensuring data accuracy, pipeline hygiene, and consistent usage across the sales team
• Build and maintain dashboards, reports, and forecasting models that provide clear visibility into pipeline health, conversion trends, and revenue performance
• Partner with Sales Leadership to define operating rhythms, including weekly pipeline reviews, forecasting cadences, and KPI tracking
• Drive continuous improvement initiatives across the sales lifecycle, including process redesign, automation, and workflow optimization
• Support onboarding and training of new sales team members on systems, processes, and tools
• Ensure compliance with internal controls and data governance standards
• Maintain audit-ready documentation for sales processes and revenue operations workflows
• Stay current on emerging sales technologies, CRM enhancements, and operational best practices
• Streamline lead management processes, including routing, scoring, and handoffs between Marketing, SDRs, and AEs
• Manage sales tooling (CRM, sequencing tools, call intelligence platforms) including configuration, integrations, and user enablement
• Analyze sales performance data to identify bottlenecks, trends, and opportunities for improved efficiency
• Support territory planning, quota setting, and compensation modeling with data-driven insights
• Develop and maintain documentation for sales processes, playbooks, and best practices
• Coordinate cross-functional alignment with Marketing, Customer Success, and Finance to ensure smooth handoffs and consistent reporting

Requirements

• 3–5 years of experience in sales operations, revenue operations, or a related role
• Strong hands-on experience with CRM administration (HubSpot, Salesforce, or similar), including workflow automation and reporting
• Demonstrated ability to build dashboards, analyze data, and translate insights into actionable recommendations
• Experience supporting forecasting, pipeline management, and sales performance tracking
• Experience leveraging AI to improve sales operations, sales processes, forecasting 
• Familiarity with sales methodologies (MEDDIC, SPIN, Challenger, or similar) and how they map to CRM workflows
• Experience managing sales tools such as sequencing platforms, call intelligence tools, or data enrichment systems
• Strong analytical skills with proficiency in Excel/Sheets; experience with BI tools is a plus
• Solid understanding of lead lifecycle management, territory planning, and quota processes
• Excellent written and verbal communication skills, including ability to translate operational complexity into clear guidance
• Ability to thrive in a fast-paced, high-growth environment with evolving processes and priorities

Nice-to-Have Qualifications

• Experience in a healthcare, health-tech, or SaaS organization
• Familiarity with revenue operations frameworks and best practices
• Experience with HubSpot or Salesforce certification(s)
• Exposure to GTM tooling (Clari, Gong, Outreach, ZoomInfo, or similar)
• Experience supporting cross-functional initiatives involving Marketing, Finance, and Customer Success

Equal Opportunity

AdaptX is an equal opportunity employer. All applicants will receive consideration for employment without regard to age, ancestry, color, family, medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations, and ordinances. AdaptX does not exclude people or treat them differently because of race, color, national origin, age, disability, or sex. AdaptX provides reasonable accommodation to all applicants to apply for positions and to all employees to perform essential functions of their roles.

AdaptX offers a comprehensive, industry-competitive benefits package, which includes medical, dental, and vision insurance as well as flexible paid time off. The salary range for the role is $82,000 and $92,000 depending on experience.