Clio is hiring a Sales Operations Manager to join our Revenue Operations team. You will be a strategic executor during our global expansion, scaling our Enterprise Segment’s end-to-end Lead-to-Cash motion. This role ensures operational excellence, forecasting accuracy, and strong alignment with our go-to-market strategy across new business, expansion, and renewal motions.
What You'll Do
- Identify, design, and implement improvements to Enterprise revenue workflows to increase efficiency, scalability, and visibility.
- Support and evolve the structure of the revenue engine, including segmentation, territory models, compensation alignment, and capacity planning.
- Ensure processes scale effectively to support global enterprise needs, expansion, and future product growth.
- Ensure the revenue technology stack adequately supports the unique requirements of various go-to-market channels.
- Standardize sales processes, enforce governance frameworks, and reduce friction to enable consistent global execution.
- Develop accurate, enterprise sales forecasts using historical data, pipeline analysis, and market trends.
- Partner with sales and revenue operations leadership to establish realistic targets, quotas, and capacity plans.
- Drive rigor and consistency in forecasting and pipeline management.
- Prepare and present recurring reports, dashboards, and insights on sales performance and key metrics.
- Deliver clear, actionable insights to Sales Leadership and cross-functional stakeholders.
- Conduct historical reviews of account performance, segmentation, prioritization, and win/loss analysis.
- Lead predictive and diagnostic analytics to surface growth opportunities and performance risks.
- Translate complex data into practical recommendations that drive revenue outcomes.
- Analyze sales metrics to identify trends, opportunities, and areas for improvement across the funnel.
- Generate insights that inform strategy, improve execution, and elevate global sales performance.
What We're Looking For
- 8+ years in operations, sales, management consulting, or other analytical and strategic roles.
- Strong experience with Salesforce Einstein / CRMa, Looker, Advanced Excel/Google sheets.
- Experience working in B2B SaaS businesses or with other sales organizations.
- Experience working in tech or the digital space.
- Strong project management skills and the ability to mobilize cross-functional teams.
- Strong written and verbal communication skills with senior leadership.
- Deep interest in analyzing data and the ability to see beyond the numbers to drive sound decision-making.
- Comfort using and developing reports, metrics, and dashboards with salesforce.com, Tableau, PowerBI or similar tools.
- High-impact self-starter who takes initiative and can operate well with little guidance.
- Strong analytical skills to quickly structure analyses to answer key business questions.
- Process and operational thinking to tackle problems independently and iterate quickly to solutions.
- Communication and stakeholder management skills to connect with sales reps and hardware engineers alike.
- Flexibility and hustle to manage change and ambiguity, juggling multiple priorities in a fast-paced environment.
Nice to Have
- Previous Salesforce experience.
Technical Stack
- Salesforce Einstein / CRMa
- Looker
- Advanced Excel/Google sheets
- salesforce.com
- Tableau
- PowerBI
Team & Environment
You will partner closely with Sales, Marketing, Customer Success, Finance, and Product teams, reporting to the Director, Sales and Channel Operations.
Benefits & Compensation
- Competitive, equitable salary with top-tier health benefits, dental, and vision insurance.
- Flexible time off policy, with an encouraged 20 days off per year.
- EAP benefits for you and household members, including counseling and online resources.
- 401k matching and Child Education Savings.
- Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years.
- Compensation range: $135,900 to $169,900 to $203,900 USD.
Work Mode
This is a hybrid role with an expectation for local Clions (in Vancouver, Calgary, Toronto, Dublin and Sydney) to be in the office a minimum of twice per week.
We are committed to equal employment and we encourage candidates from all backgrounds to apply.
