SALES OPERATIONS MANAGER (San Jose, CA)2020-01-14T11:37:19-08:00


NES Financial provides technology-enabled services for the efficient middle- and back-office administration of highly specialized financial transactions. Their technology-enabled solutions include EB-5 and Opportunity Zone Fund administration, 1031 exchanges, and private equity fund administration services. Many of the world’s largest financial institutions and corporations rely on their proprietary technology, unparalleled expertise, and outstanding services to ensure the secure, transparent, and compliant management of funds while also lowering operational costs, reducing risk, and improving ROI. For more information, please visit


The Director of Sales Operations manages support functions essential to sales force productivity. These include planning, reporting, territory development, quota management, sales process optimization, sales program implementation, and sales compensation design and administration. The Director of Sales Operations is responsible for measurement of the overall productivity and effectiveness of the global sales organization.

Key Responsibilities

  • Develop and monitor key sales performance metrics to measure the health of the sales pipeline, enable the early identification of trends affecting the business and promote the sharing of best practices across the sales organization
  • Support weekly and monthly reporting and forecasting for the sales organization, identifying significant changes and trends that will materially impact the company’s growth trajectory
  • Develop and implement policies and procedures to ensure data integrity and cleanliness of the CRM with marketing, sales, product and business systems teams
  • Develop key performance metrics and dashboards that help the sales organization focus on performance drivers
  • Ownership of Sales/Support tools and procedures
  • Support the Executive Vice-President in the generation of commission plans, managing the territory definitions and account movements, and calculating commissions and budget
  • Provide business analytics (market/industry/competitive trends) to help drive initiatives critical to growth and support decision making


  • Bachelor’s degree in business, sales/marketing, or related discipline, MBA a plus
  • 5+ years’ experience includes sales process, sales process optimization and CRM ( and marketing tools
  • Knowledge and experience in Sales commission plans and compensation analysis and tracking
  • Strong analytical and modeling skills. Excellent Excel skills
  • Extensive first-hand experience with progressive sales automation systems and demonstrated ability to improve sales productivity
  • Results-oriented with strong creative problem-solving skills
  • Strong oral and written communication skills
  • Ability to manage multiple concurrent projects and drive initiatives across the organization
  • Capacity to work effectively in a sales team environment and build effective working relationship across the organization

To apply: