CareerPlan

Senior Sales Operations Manager, BI & Tools

United States, Multiple Locations, Multiple LocationsFull-time2026-10-16 → 2026-11-10

Core

Define business requirements and solution design for complex reporting needs across Sales, Finance, Engineering, and Operations; modernize tools and AI-enabled processes to embed AI, Copilot, automation, and advanced analytics into sales operations workflows.

Role type

Senior Sales Operations Manager (BI & Tools)

Builds

Scalable, exception-based sales operations workflows and reporting ecosystems

Domain

Sales operations, business intelligence, and data analytics

Deliverable

dashboards & analysis

Required skills

Requirement gathering and documentation, solution design, AI and automation integration, intake and prioritization management, SLA design, program execution, change management, stakeholder management across functions

Preferred skills

Experience with business intelligence software and tools

Technologies

Business intelligence software, AI tools, Copilot, automation platforms

Responsibilities

Translate ambiguous business questions into clear requirements and dashboard designs; lead opportunities to embed AI and advanced analytics into sales workflows; manage intake, triage, and routing of BI issues and reporting gaps; design SLAs and tracking rhythms for Engineering teams; drive program execution and field adoption of reporting initiatives

Seniority

Senior, hands-on IC