Own Sales Operations for Corporate and Public Sector segments, including territory design, quota setting, capacity planning, forecasting, pipeline management, reporting, and business reviews. Build dashboards and analytical models, partner with Finance, Deal Desk, Marketing, Customer Success, and Enterprise Applications, and influence systems roadmaps. Identify business risks, recommend actions, and use AI and automation to improve forecasting, pipeline hygiene, and seller productivity. This individual contributor role may eventually lead a team.
Who are we?
Smarsh empowers its customers to manage risk and unleash intelligence in their digital communications. Our growing community of over 6500 organizations in regulated industries counts on Smarsh every day to help them spot compliance, legal or reputational risks in 80+ communication channels before those risks become regulatory fines or headlines. Relentless innovation has fueled our journey to consistent leadership recognition from analysts like Gartner and Forrester, and our sustained, aggressive growth has landed Smarsh in the annual Inc. 5000 list of fastest-growing American companies since 2008.
About the Role
Smarsh is looking for a Manager of Sales Strategy & Operations to be the operating backbone for our Corporate and Public Sector sales segments. You'll own Sales Ops for both segments end to end — strategy, planning, and execution — and act as the primary Ops partner to the VP of Sales, turning data into the narrative and recommendations that drive their business.
This role sits at the intersection of strategy and execution: you're as comfortable designing a territory model or building a forecast as you are presenting a recommendation to segment leadership. You’ll work closely with a Customer Success Operations counterpart supporting these same segments and help connect the pre- and post-sale operating model. This is an individual contributor role today, with potential to build and lead a team as the segments scale.
How will you contribute?
- Own annual and in-year planning for Corporate and Public Sector: territory design, account segmentation, quota setting, and capacity planning.
- Translate segment strategy into operating plans, priorities, and resourcing decisions in partnership with the VP of Sales and their leadership team.
- Identify risks and opportunities in the business before they show up in bookings, and bring recommendations, not just observations.
- Run the forecasting and pipeline management process for both segments: cadence, hygiene, deal inspection, and accuracy.
- Build and maintain the operating rhythm — pipeline reviews, forecast reviews, QBRs — that keeps segment leadership aligned and accountable.
- Partner with Deal Desk, Finance, and Commissions on deal structuring, quota attainment, and incentive execution for your segments.
- Build the reporting and dashboards that give a trusted, real-time view of pipeline, forecast, and performance.
- Go beyond status reporting — use cohort, funnel, and productivity analysis to explain what's driving performance and what to do about it.
- Own the analytics behind monthly and quarterly business reviews for Corporate and Public Sector.
- Partner with Enterprise Applications to translate Sales Ops needs into systems requirements, and help prioritize the roadmap for tools these segments depend on (Salesforce, forecasting, sales engagement/intelligence platforms).
- Align closely with the CS Ops partner on these segments to connect new business, renewal, and expansion data and processes.
- Build strong working relationships with Finance, Marketing, and Enterprise Applications, and influence outcomes without formal authority over those teams.
- Bring an AI-first mindset: identify where AI and automation can improve forecasting accuracy, pipeline hygiene, and day-to-day seller productivity for these segments.
- Pilot new tools and approaches proactively rather than waiting to be asked, and scale what works.
Sales strategy & planning
Forecasting, pipeline & revenue cadence
Reporting, analytics & business reviews
Cross-functional & systems partnership
AI & process innovation
What will you bring?
- 4+ years of experience in Sales Operations, Revenue Operations, or a closely related GTM function, ideally in B2B SaaS.
- Experience with territory design, quota setting, and annual sales planning processes.
- Deep, hands-on experience with Salesforce, including reporting and dashboard build.
- Strong analytical skills — comfortable building models and pipeline/forecast analysis from scratch, not just reviewing someone else's output.
- Experience partnering with senior stakeholders and presenting recommendations clearly and persuasively.
- Demonstrated ability to work cross-functionally and drive outcomes without direct authority.
- Background in management consulting or investment banking, particularly with an MBA. (Preferred)
- Experience supporting Public Sector or regulated-industry sales motions.(Preferred)
- Practical, hands-on use of AI tools in a Sales Ops context, with a point of view on where AI can change how a sales org operates.(Preferred)
- SQL skills and experience building in PowerBI. (Preferred)
About our culture
Smarsh hires lifelong learners with a passion for innovating with purpose, humility and humor. Collaboration is at the heart of everything we do. We work closely with the most popular communications platforms and the world’s leading cloud infrastructure platforms. We use the latest in AI/ML technology to help our customers break new ground at scale. We are a global organization that values diversity, and we believe that providing opportunities for everyone to be their authentic self is key to our success. Smarsh leadership, culture, and commitment to developing our people have all garnered Comparably.com Best Places to Work Awards. Come join us and find out what the best work of your career looks like.
Smarsh Pleasanton, California, USA Office
6701 Koll Center Parkway, 3rd Floor, Pleasanton, United States, 94566
Smarsh Redwood, California, USA Office
900 Veterans Blvd, 5th Floor, Redwood, CA, United States, 94063
Similar Jobs
Fintech • HR Tech
Leads complex, cross-functional programs spanning Customer Experience, Product, Engineering, Data, Design, and Operations. Develops program plans, roadmaps, readiness strategies, reporting cadences, and change-management processes for AI-enabled launches. Partners with executives, translates technical concepts into actionable updates, drives organizational alignment, improves operating models and tooling, and uses data and service-design principles to enhance customer experience and operational efficiency.
Top Skills:
AIAirtableAsanaConfluenceExcelGoogle SuiteGoogle SheetsJIRANotion
Edtech • Information Technology • Software
Provides in-house legal counsel across privacy, cybersecurity, AI, SaaS contracts, technology transactions, intellectual property, trademarks, copyright, marketing compliance, and product development. Reviews and negotiates agreements, advises on privacy and AI regulations, supports security incidents and ISO/SOC audits, manages outside counsel, guides product and marketing teams, and develops legal policies, playbooks, training, and compliance processes.
Top Skills:
Ai/MlCaiqCcpaDpasDpiasEu Ai ActGdprIsoSaaSSigSoc
Cloud • Fintech • Information Technology • Machine Learning • Software • App development • Generative AI
Leads complex, enterprise-scale BlackLine software implementations from requirements gathering through configuration, testing, training, and delivery. Manages concurrent projects, budgets, milestones, risks, and stakeholder expectations while advising customers on accounting best practices and application capabilities. Mentors implementation consultants, resolves complex requirements, collaborates cross-functionally, and contributes to process and product improvements.
Top Skills:
BlacklineOracleSaaSSAP
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
