Sales Operations Manager

Guideline is looking for a highly motivated and dynamic Sales Operations Manager to join our fast-paced Revenue Operations team and play a critical role in building the foundations across our sales team. This role will serve as the backbone of sales operations, with a focus on streamlining processes, optimizing the sales tech stack, and unlocking powerful sales insights to drive growth.

Our ideal candidate has been part of a high performance, high-tech subscription-based company, and has a proven track record of supporting a growth-stage organization in implementing and maintaining critical systems, administering and oversight of those systems and ensuring the high level of data quality.

The ideal candidate will possess a deep understanding of revenue-generating activities and will be instrumental in optimizing these processes to achieve the organization’s growth objectives.

What You Will Do

• Process Optimization

  • Drive transformative improvements to the Salesforce selling journey by developing powerful automations and streamlined workflows, to enable greater efficiency and deliver insights that empower Marketing, Partnerships, and Leadership to amplify sales efforts
  • Analyze and report on pipeline health to proactively identify risks, forecast outcomes, and spotlight high-impact deals needing support. Establish self-serve systems that empower sales leaders to address challenges swiftly, driving revenue growth and ensuring sustained sales momentum
  • Assess and enhance sales processes to eliminate bottlenecks and unlock efficiencies. Drive the adoption of best practices that streamline workflows, minimize friction, and accelerate the sales cycle to enable sales reps to operate with greater speed and precision
  • Work alongside Product, Data Analytics, Commercial Technology, Marketing, and Partnerships to ensure a cohesive go-to-market strategy that aligns with the sales team’s needs. Drive initiatives such as product launches and targeted campaigns within the sales process, ensuring smooth integration and measurable results.

• Sales Insights & Data-Driven Decision Making

  • Leverage data to craft compelling stories that highlight trends, uncover new opportunities, and pinpoint areas for improvement, guiding impactful and smarter decision making across the sales team
  • Collaborate with sales leaders to design KPI dashboards, providing real-time visibility into pipeline health metrics. Develop benchmarks that track individual and team performance, adapting swiftly to evolving business needs to ensure metrics remain relevant, actionable, and aligned with Guideline’s dynamic goals.
  • Drive accurate sales forecasting by building automated, predictive models that harness historical data to anticipate future trends. Deliver actionable forecasts and insights to sales leadership, enabling strategic planning and resource allocation without the need for manual input from sales teams.

• Sales Tools and Systems Strategy

  • Partner with technical teams to strategically shape and configure Salesforce to be as user-friendly and impactful as possible. This includes building custom workflows, data structures, and automations that help the sales team move faster and stay focused on what matters most.
  • Manage integrations across the sales tech stack to ensure seamless data flow between Salesforce and other tools (e.g., Outreach, ZoomInfo, Gong). Define and oversee integration architecture, guaranteeing that data consistency is maintained, while supporting a cohesive end-user experience
  • Automate repetitive tasks and routine notifications within Salesforce, allowing reps to spend more time on high-impact activities.

What We’re Looking For

• Proven track record in building relationships and effectively communicating with senior leaders to solve complex, cross-functional challenges in a fast paced, high-growth business environment
• Demonstrated ability to structure complex problems, develop solutions, and craft recommendations and results into easily digestible messages, communications, and executive presentations.
• 5+ years experience in RevOps roles; strong preference for candidates with backgrounds in early- to growth-stage SaaS environments
• Entrepreneurial mindset, with a track record of driving results while navigating constraints in fast-paced, ambiguous environments. Our ideal candidate is resourceful, adaptable, and ready to make a difference by wearing multiple hats
• Skilled in Excel (pivot tables, lookups, arrays, some modeling) and solid understanding of various technologies/tools such as CRM systems (e.g., SFDC) and BI applications (e.g., Tableau) used to optimize and streamline business processes
• Naturally analytical mindset with ability to break down complex issues with limited guidance, operationalize solutions and communicate; just as comfortable in a spreadsheet as a slide deck

More About Guideline

Everyone should have a simple, affordable way to save for retirement. At Guideline, our plans are low cost and highly automated. This makes it easy for companies to offer a valuable benefit—and easy for people to invest in their financial future with confidence.

Compensation

At Guideline, we believe compensation should be fair and equitable. We take a data-driven approach to set our compensation bands; the successful candidate’s starting pay will be determined based on job-related skills, experience, qualifications, and work location. We are always evaluating our pay zones to be as competitive as possible, so keep in mind these may be subject to change in the future.

Please speak with a recruiter for additional information regarding our tier locations and compensation philosophy.

• Metro+:

  • The base salary range for this position is $131,000-$146,000 annually.

• Metro:

  • The base salary range for this position is $120,000-$135,000 annually.

• National:

  • The base salary range for this position is $120,000-$135,000 annually. In addition to base salary, this position is eligible for equity in the form of Incentive Stock Options (ISOs).
    

At Guideline, base salary is just one component of the overall Total Rewards package offered to employees. All employees are offered comprehensive benefits and perks to help support you and your family.

• Flexible time off in addition to company holidays — We observe the NYSE Holiday Calendar
• 401(k) with matching contributions — We use our own platform and match 100% of the first 3% contributed, and 50% of the next 2% (for a max employer contribution of 4%)
• 100% employer-paid healthcare, vision, and dental insurance for employees and 70% coverage for dependents
• Opt-out credit if all three plans are waived
• Eligibility to participate in Health Savings Account and Flexible Spending Accounts
• Disability and life insurance options
• Mental health benefits, including therapy and coaching through Modern Health, for employees and their dependents
• Paid parental leave for birthing and non-birthing parents
• 1-month Sabbatical after 5 years of employment
• Annual learning and development stipend — We reimburse approved professional development expenses, up to $750 per employee per year. Guideline provides equal employment opportunities to all employees and applicants for employment without regard to race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Additionally, Guideline participates in the E-Verify program in certain locations, as required by law.
  

Guideline is an equal opportunity employer. Applicants in need of special assistance or accommodation during the interview process can reach out to [email protected].

Guideline is committed to protecting the privacy and security of the personal information of our applicants. Please refer to Guideline's Privacy Policy for information about our privacy and security practices.

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