Sales Operations Manager

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Essential Functions and Primary Duties

• Lead, mentor, and manage the sales operations team to achieve department goals and enhance sales performance.
• Oversee the administration and optimization of ConnectWise and Salesforce CRM systems, ensuring data accuracy and efficiency.
• Develop and implement sales operations processes and best practices to support the sales team.
• Manage the end-to-end process of RFPs, including preparation, submission, and post-submission activities for both public and private sector clients.
• Collaborate with sales leadership to develop sales strategies and performance metrics.
• Analyze sales data and generate reports to provide insights and recommendations for continuous improvement.
• Ensure compliance with company policies.

• Coordinate with cross-functional teams, including marketing, finance, and customer support, to ensure seamless sales operations

Preferred Qualifications

• Bachelor's degree in business administration, Marketing, or a related field.
• Minimum of 5 years of experience in sales operations within the technology industry.
• Proven experience in leading and managing a team.
• Proficiency in ConnectWise and Salesforce CRM.
• Extensive experience managing RFP processes for public and private sector clients.
• Strong analytical skills with the ability to interpret sales data and generate actionable insights.
• Excellent communication and interpersonal skills.
• Ability to work in a fast-paced environment and manage multiple priorities.
• Strong organizational and project management skills.
• Master's degree in Business Administration or a related field.
• Experience with additional CRM and sales tools.

• Knowledge of the latest sales operations trends and best practices.

Minimum Qualifications Required

• Bachelor's degree
• 6 years of experience in public accounting or related field
• 3 years supervisory experience
• Must have active CPA or equivalent certification
• Ability to manage all aspects of client engagements
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Must be able to travel based on client and business needs

• Proficient use of applicable technology

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