Sales Operations Manager at Hastings Insurance driving profitability through data and operational insights. Collaborating with Sales Leadership and managing CRM strategies for effective insurance distribution.
About the role
- Sales Operations Manager optimizing sales productivity and driving operations for Roo's veterinary staffing platform. Collaborating with cross-functional teams to execute GTM strategies and insights.
Responsibilities
- Partner with Business Development and Marketplace leadership, as well as cross-functional teams, to support initiatives that accelerate Roo’s growth
- Build, maintain, and optimize tools, dashboards, and reporting to track performance across markets and sales activities
- Analyze field performance and deliver actionable insights to improve productivity and outcomes
- Support the development and execution of sales and account management playbooks
- Identify and implement systems and processes that improve efficiency, scalability, and revenue attainment
- Support and continuously improve Roo’s operating cadence (weekly, monthly, and quarterly business reviews)
- Drive execution of GTM programs and operational rollouts in new markets and geographies
- Monitor performance against targets and proactively surface insights, risks, and opportunities
- Identify gaps in reporting, tools, or processes and independently drive solutions
- Partner with Business Development and Account Management teams to support market strategies
Requirements
- 5+ years of experience in Sales Operations or a related analytical/operational role
- Experience in a startup or early-stage SaaS environment
- Proven ability to operate as a strong cross-functional partner and influence without authority
- Experience supporting or executing GTM strategies at a regional or market level
- Strong experience building and maintaining metrics, dashboards, and reporting frameworks
- Familiarity with the full customer lifecycle (pre-sales, sales, and customer success)
- Understanding of recurring revenue business models and key value drivers
- Strong analytical and problem-solving skills with high attention to detail
- Clear and effective communication skills (written and verbal)
- Proficiency in CRM tools (e.g., HubSpot, Salesforce), Excel, and GSuite
Benefits
- Health benefits
- 401K
- Unlimited Paid Time Off
- Paid Maternity/Paternity and reproductive care leave
- Gifts on your birthday & anniversary
- Stipends for home office setup, continuing education, and monthly wellness
- Opportunity for domestic travel, including for regional team building events
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