Workplace Solutions, Sales Operations Manager

JP Morgan Workplace Solutions, a subsidiary of JP Morgan Asset & Wealth Management, is a global leader in equity compensation management, offering a premier cloud-based platform for share plan management. Serving over 600 corporate clients—from start-ups to multinational corporations—the company manages nearly $200 billion in assets for 650,000 employee participants. We are a dedicated global team of over 600 professionals at the forefront of transforming compensation strategies worldwide.

Job Description: We are seeking a dynamic and motivated Sales Operations Manager (SOM) to join our team. As a SOM, you will play a critical role in our B2B sales process by developing, standardizing and optimizing the enterprise Workplace Solutions Stock Plan sales process.

Job Responsibilities:

1. Sales Process Management: Responsible for developing, standardizing and optimizing the enterprise Workplace Solutions stock plan sales process, to improve efficiency and predictability.  This includes understanding global roles and responsibilities, across the sales life-cycle and ensuring they are reflected in the CRM (Dynamics) workflow tools. 
   1. This includes managing CRM (MSFT Dynamics) strategic designs/enhancements to reflect sales process 
   2. Oversee day-to-day CRM administration, and ensure data quality and integrity 
2. Design Sales Reporting and Dashboards: 
   1. Design actional reports and dashboards that provide insights into performance trends and inform strategic decisions primarily using CRM (MSFT Dynamics) output and other data sources.  This includes both lead generation and sales development.  This includes helping to inform setting of realistic sales targets.  
   2. Monthly lead performance reporting (source reporting and how each lead progresses)
3. On-going Sales Management: 
   1. Interpret and analyze data/reporting to understand key trends and narratives.  Act as a trusted partner with sales to identify global issues in the pipeline (stalled/delayed deals, unrealistic close dates, gaps in data expected through sales process).  Work with individual reps to address gaps.  
   2. Moderate/lead forums to review sales pipeline and reporting/dashboards.  
   3. Help provide input on annual sales forecasting. Liaise with finance as we implement or rework annual budgets. 
4. Sales Incentives Management:
   1. Partner with finance to create a sustainable process to track and report accruals for Sales teams.  Review exceptions and help refine methodology over time.  Manage escalations
5. Sales Hygiene: Establishing procedures per sales process, including keep CRM system up to date per process
6. Sales Training & Development: Design and deliver training programs for the sales team to enhance their skills and knowledge. Support the onboarding process for new sales hires, ensuring they have the tools and knowledge needed for success.