About The Role

The Sales Operations Manager, based in New York will play a critical role in supporting and enabling our sales team to execute effectively and efficiently. You will be responsible for managing the systems, processes, analytics, and tools that drive revenue growth and sales productivity. This role requires a data-driven, strategic thinker who can work cross-functionally and lead continuous improvements in sales performance.

Sales Process Optimization: Analyze and improve sales processes, ensuring scalability and consistency across teams and geographies.
CRM Management: Own and manage the CRM system (e.g., Dynamics 365), ensuring data integrity, user adoption, and system optimization.
Performance Metrics & Reporting: Develop, track, and report on key sales metrics and KPIs to provide actionable insights for leadership and sales teams.
Forecasting & Pipeline Management: Support accurate forecasting through data-driven insights, pipeline analysis, and sales funnel optimization.
Sales Enablement: Partner with Sales Leadership to identify training needs, onboard new reps, and ensure the team has access to the right tools and content.
Territory & Quota Planning: Assist in sales territory design and quota allocation, balancing fairness, opportunity, and company goals.
Cross-functional Collaboration: Work closely with Marketing, Finance, Product, and Customer Success to align efforts, streamline processes, and support go-to-market strategies.
Tool & Tech Stack Ownership: Evaluate and manage sales tools (e.g., CPQ, enablement platforms) to enhance productivity and reduce friction.

About You

Requirements

Bachelor’s degree in Business, Finance, or a related field (MBA is a plus)

3+ years of experience in Sales Operations, Business Operations, or a similar role, ideally within a B2B SaaS environment

Deep experience with CRM platforms (e.g.,MS Dynamics) and other sales technologies (e.g., Gong, Clari, Outreach)

Strong analytical skills with proficiency in Excel/Google Sheets and BI tools (e.g., Tableau, Looker)

Excellent communication and stakeholder management abilities

Ability to work independently in a fast-paced, high-growth environment

Strong understanding of SaaS sales cycles, metrics, and GTM motions

About Us

Who we are:

PEI Group is a subscriber-focused business intelligence company. With our multi-talented global team of over 490 people, spread across EMEA, USA & Asia, our purpose is to inform and connect investment professionals across global, specialised markets. We identify specific high growth, high value investment sectors and themes where deep insight, strong market relationships and active capital flows are critical for success.

What we do:

PEI Group provides industry-leading journalism, data, and market insight to subscribing clients via a wide portfolio of specialist brands supported by our robust and scalable digital publishing, analytics, and database platform. We also track the firms and individuals who shape markets and bring client-communities together to enable knowledge sharing, profile building and relationship development through professional networks and events. Wherever our markets are active – in New York, Los Angeles, Tokyo, Sydney, Hong Kong, Singapore, London and elsewhere – PEI is hard at work examining crucial market forces and shifting investment themes, identifying active investors and their capital allocations, and scanning ahead for regulatory changes, new compliance requirements and other risk factors.

At PEI we value diverse talent and welcome applications from everyone – regardless of background. We are an equal opportunity employer and our inclusive culture at PEI is reflected in every stage of the recruitment journey. Please inform us at initial stages of the recruitment process if you require any reasonable adjustments and we can accommodate this.

PEI Group supports flexible working arrangements, and we welcome career returners.

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