OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
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Job Description:
We are seeking an experienced Sales Operations Manager to join our expanding team and lead sales operations support for the Southeast Geography region. In this role, you will own and drive reporting and analytics, data management, sales performance, forecast reporting and analysis, sales processes, development of presentation materials, and expense management. You will partner with regional leadership to translate data into actionable insights, strengthen sales processes, and improve overall sales efficiency and drive our business forward. The ideal candidate will have a strong background in sales operations, excellent analytical and communication skills, and the ability to influence and collaborate across functions. Must be detail-oriented, a strategic thinker, and bring a proactive, solutions-oriented approach to the position. This role will report into the Professional Sales Organization while serving as a key sales operations partner to the region.
Responsibilities- Own regional reporting and analytics. Collect, analyze, and interpret sales data to provide actionable insights, identify business trends, and guide decision-making.
- Own the ongoing review of key performance indicators (KPIs), identify performance trends and areas for improvement, and recommend actions to regional leadership.
- Act as a trusted sales operations partner to senior leadership by proactively communicating sales trends, performance metrics, risks, process improvement opportunities, and gaps in sales reporting and forecasting.
- Serve as the regional Salesforce and Power BI subject matter expert (SME), providing guidance on data, system functionality, business processes, and advanced end-user features and helping drive consistent adoption and use.
- Own regional Salesforce data quality by identifying root causes of accuracy and completeness issues, partnering with stakeholders on resolution, and driving adherence to data hygiene best practices.
- Ensure territory and target mappings, sales team membership, and other sales-related categorizations are maintained accurately and kept current as changes occur.
- Oversee sales-related expense reporting and analysis, identify variances or risks, and partner with leadership and Finance to support alignment with budgets and financial targets.
- Lead the documentation, standardization, and continuous improvement of regional sales processes to in