Top Sales Operations Jobs in San Francisco Bay Area, CA

Own sales and revenue operations from prospect diligence through contract execution, billing handoff, and renewals. Manage vendor questionnaires, proposals, RFPs, order forms, pricing approvals, contracts, redlines, and executed-contract records. Maintain HubSpot as the revenue system of record, including pipeline hygiene, workflows, quoting, and reporting. Coordinate sales support, scheduling, accounting handoffs, and collections questions while building scalable processes for a growing B2B software company.

Leads the Health Systems Sales Operating System, integrating sales operations, forecasting, planning, enablement, inside sales, and SDR functions. Establishes performance cadences, governance, KPIs, CRM requirements, territory and capacity planning, and scalable selling motions. Partners with Finance, Marketing, Product, Customer Success, Services, Contracts, and IT to improve pipeline generation, forecast accuracy, deal execution, seller productivity, and commercial transformation. Builds and develops a multifunctional leadership organization.

Leads go-to-market strategy and operations across the commercial organization. Owns revenue-growth initiatives, sales process design, forecasting cadence, reporting requirements, product launches, onboarding, training, enablement, and sales playbooks. Partners across sales, delivery, finance, marketing, and product to improve productivity, adoption, and execution. Manages a growing team and drives ambiguous strategic recommendations through implementation.

Directs presale operations, overseeing intake, quoting, RFPs, proposals, testing, peer reviews, process improvement, and technology adoption. Leads managers and staff, resolves cross-functional conflicts, develops talent, manages budgets and performance, and analyzes capacity, output, and customer trends. Partners with Underwriting, Actuarial, Sales, and product stakeholders to deliver accurate, competitive, timely responses for Life and Supplemental Health products.

Supports quoting, order management, account servicing, product configuration, partner processes, and sales reporting for assigned accounts. The role responds to customer requests, tracks orders, identifies upsell opportunities, manages product and supplier information, and uses internal and partner-facing systems. It also assists with onboarding and mentoring sales operations employees while maintaining strong relationships with customers, partners, and internal stakeholders.

Supports quoting, order management, customer requests, product and service configurations, account knowledge, partner applications, promotions, rebates, and order reporting. The role also identifies upsell opportunities, maintains stakeholder relationships, and mentors new sales operations employees while supporting IT industry accounts, including Air Force-related business.

Leads the Sales Operations Assistant team, manages workloads and performance, improves processes and systems, supports Salesforce and SAP, analyzes sales and operational data, produces recurring reports, and oversees cross-functional projects that improve efficiency, accuracy, and sales effectiveness.

Support partner sales by implementing and managing scalable partner processes, driving program design, owning projects end-to-end, improving systems (including Salesforce), performing quantitative analysis to track KPIs, and coordinating cross-functional stakeholders to enable partner-facing sales teams.

Leads AMER Sales Operations with a focus on Customer Success systems and processes. Owns Pylon and Salesforce workflows, reporting, dashboards, data quality, customer health metrics, renewal forecasting, and lifecycle playbooks. Partners with Customer Success, Sales, Sales Engineering, and leadership to improve handoffs, onboarding, renewals, expansion, and operational efficiency. Troubleshoots systems, develops documentation, and turns operational analysis into scalable recommendations.

The Sales Strategy and Operations Manager designs and executes sales compensation plans, manages sales forecasting processes, and builds performance analytics to support sales teams and organizational goals.

Lead Square's global commercial operating system and Deal Desk, operationalizing pricing strategy, building approval workflows and AI-enabled automation, supporting strategic enterprise deals, driving governance, reporting, and seller productivity, and building a high-performing global team to increase deal velocity while protecting profitability.

Directs sales operations and revenue operations activities, including sales reporting, dashboard development, CRM governance, forecasting, compensation administration, and performance analysis. Manages and develops BDRs, creates outreach and handoff processes, partners with Marketing and Finance, supports quota and territory planning, and provides leadership with actionable insights on pipeline health, forecasting, and sales performance.

Manages sales-order exceptions, including backorders, reroutes, substitutions, allocations, pricing analysis, and Savings Analysis Quotes. Maintains CRM records, coordinates Sales and Operations, prepares reporting, documents workflows, and communicates order status. Uses AI tools and lightweight automation to streamline recurring administrative tasks, validate product and pricing information, and improve resolution speed and data accuracy in a regulated medical distribution environment.

Develops and improves sales operations processes, tools, forecasting, analytics, order management, and reporting for US channel partners. Analyzes pipeline, bookings, revenue, productivity, margins, and goal attainment while supporting sales automation and planning systems. Partners with senior leaders, customers, supply chain, and demand planning teams; leads cross-functional initiatives, quality improvement, technology adoption, and process design. Provides subject-matter expertise, independent judgment, mentoring, and operational guidance.

Manage commercial sales strategy and operations across demand generation, PLG, SMB, and mid-market segments. Support forecasting, pipeline reviews, QBRs, territory and capacity planning, reporting, funnel optimization, and cross-functional GTM alignment. Translate complex data into executive insights, improve sales processes, and identify AI-driven workflows that increase productivity and sales performance.

Processes invoices for equipment and rentals, tracks post-sale claims and Caterpillar PINS reports, prepares sales commission vouchers, and maintains deal packets and equipment records. Coordinates with sales, accounting, and other departments to ensure timely invoicing, claim recovery, audit compliance, and accurate filing. The role also supports process improvement, administrative tasks, training, safety meetings, and customer and coworker communications.

Lead AMER sales strategy and operations: annual planning, capacity and quota modeling, territory design, forecasting, pipeline reviews, performance reporting, and cross-functional initiatives. Drive GTM AI roadmap and adoption, improve operational efficiency, and partner with Finance, Marketing, Enablement, Deal Desk, and BI to turn data into decisions.

Own and improve revenue and sales operations workflows, including Salesforce administration, CRM data governance, reporting, dashboards, KPI analysis, and process execution. Analyze operational data to support decisions, prepare executive presentations, and identify scalable process improvements. Partner cross-functionally with Sales, Marketing, Strategy, Data, Pricing, Finance, and BizTech to maintain effective go-to-market operations.

Build automation, workflows, and autonomous agents for ISV partnership operations. Develop Salesforce reports and dashboards, analyze data, identify process improvements, and scale partner onboarding and account-management activities. Collaborate with business development, technical, legal, support, and operations teams while documenting processes and supporting partner-facing communications. The role requires operating effectively amid ambiguity and helping establish a new team function.

Lead and build Square's global commercial operating system, owning Deal Desk, pricing operations, strategic deal support, and commercial governance. Drive pricing execution, approval workflows, AI-enabled automation, reporting, and cross-functional alignment to increase deal velocity, consistency, and profitability while managing a global team.

Lead GTM strategy and operations for Global Account Management to improve retention, reduce churn, and drive expansion. Build coverage models, book construction, KPIs, dashboards, and operational cadence. Automate workflows and AI-driven experiments across CRM and GTM tools. Partner cross-functionally with Data Science, Product, Engineering, Finance, and AM to translate strategy into scalable programs, technical requirements, and measurable impact.

Lead GTM strategy and revenue operations for global Sales: design segmentation, territory and coverage models, analyze funnel and productivity, run WBR/MBR cadence, lead cross-functional programs, translate goals into technical requirements, and champion AI/automation to improve sales productivity and execution.

Partners with AMER Enterprise Tech sales leadership to drive GTM strategy, business performance analysis, operating cadences, resource planning, and growth initiatives. Builds dashboards, models, and reporting using SQL, R, Python, spreadsheets, and BI tools; translates data into executive recommendations. Supports sales motions, use-case frameworks, deal expansion, retention strategies, and cross-functional initiatives while advising senior stakeholders and improving operational efficiency.

Own sales and revenue operations workflows, including territory design, Salesforce pipeline hygiene, forecasting, quota setting, compensation tracking, reporting infrastructure, and process documentation. Partner with Sales, Finance, Marketing, Sales Enablement, and Deal Desk to improve forecast accuracy, operational consistency, and scalable revenue processes. Apply AI tools to automate workflows and support reporting and territory analysis.

Leads commercial operations strategy, sales systems, forecasting, pipeline analytics, compensation, vendor management, data governance, and process optimization. Builds and manages the commercial operations team, improves CRM adoption and data integrity, develops performance metrics and enablement programs, and partners with Sales, Marketing, Finance, and executive leadership to support revenue growth, planning, and go-to-market strategy.