[Remote] Senior Manager, Sales Operations

Note: The job is a remote job and is open to candidates in USA. Clio is hiring a Senior Manager, Sales Operations to optimize revenue operations across new business, expansion, and renewal motions. The role leads a team and drives operational excellence, forecasting accuracy, sales planning, systems improvements, and actionable revenue insights in partnership with cross-functional teams.

Responsibilities

• Building, leading, and mentoring a high-performing Revenue Operations team specifically focused on supporting high velocity sales in the SMB segment
• Partnering with Senior Sales Leadership on OKR's to develop and operationalize revenue strategies aligned with Clio's growth objectives
• Building tools, frameworks, and processes that support new market entry, expansion motions, and renewals at scale with an AI-Forward approach
• Driving cross-functional alignment and consistency in operational practices between global and regional teams
• Identifying, designing, and implementing improvements to revenue workflows and processes to increase efficiency, scalability, and visibility across regions
• Owning and optimizing the systems Sales Teams interact with such as Salesforce, Gong, Chili Piper, LeanData, Letter AI, Openprise, Salesloft, Scratchpad
• Ensuring processes scale effectively to support expansion, regional nuances, and future product growth
• Ensuring the revenue technology stack adequately supports the unique requirements of various go-to-market channels
• Developing accurate, global sales territories using historical data, pipeline analysis, and market trends
• Partnering with sales leadership and compensation teams to establish realistic targets, quotas, and capacity plans across regions and segments
• Driving rigor and consistency in forecasting and pipeline management
• Owning and enforcing Rules of Engagement (ROE) policy governing account ownership, lead routing, and cross-team crediting across Sales, Marketing, and Partner motions
• Adjudicating ROE disputes and maintaining documented precedent so rulings stay consistent as edge cases recur
• Updating ROE policy as new segments, channels, or partner motions are introduced, and driving Sales Leadership sign-off on changes
• Owning the design and delivery of Sales Leadership's recurring reporting cadence (weekly forecast, monthly business review, QBR), translating raw CRM data into leadership-ready insight
• Building and maintaining live dashboards (Salesforce Analytics) giving Sales Leadership real-time visibility into pipeline, forecast accuracy, and rep/segment performance
• Defining and governing the KPI framework used to evaluate segment and regional performance, ensuring one source of truth across Sales Leadership reviews
• Preparing and presenting recurring reports, dashboards, and insights on sales performance, key metrics, and strategic initiatives
• Delivering clear, actionable insights to Sales Leadership and cross-functional stakeholders to inform decision-making
• Analyzing sales metrics to identify trends, opportunities, and areas for improvement across the funnel that inform strategy, improve execution, and elevate global sales performance

Skills

• Strong analytical skills: you nerd out about data, can quickly structure analyses to answer key business questions to drive decision-making, and will also have perspectives on building the right data architecture
• Strong written and verbal communication skills are a must
• Flexibility and hustle: you manage change and ambiguity well, and have no problems juggling multiple priorities while executing in a fast-paced environment. You're comfortable pivoting quickly and often
• Bachelor's degree
• 5+ years of people leadership experience, managing 4+ direct reports
• 10+ years in operations, sales, management consulting, finance, investment banking, or other analytical and strategic roles
• Comfortable in a matrix environment — influencing without direct authority across multiple functional teams
• Familiarity with core GTM tools including Salesforce, SalesLoft, Gong,  CPQ platforms, Professional Services Automation (PSA) and Customer Success platforms
• Strong project management skills and the ability to mobilize cross-functional teams towards a common goal
• Strong communication skills, including written and verbal communication experience with senior leadership
• Deep interest in analyzing data and the ability to see beyond the numbers to drive sound decision-making
• Comfort using and developing reports, metrics, and dashboards with salesforce.com, Tableau, PowerBI or other relevant sales metric tools and programs
• Previous Salesforce experience is a plus
• MBA preferred

Benefits

• Top-tier health benefits, dental, and vision insurance
• Hybrid work environment, with expectation for local Clions in Vancouver, Calgary, Toronto, Dublin and Sydney to be in office a minimum twice per week.
• Flexible time off policy, with an encouraged 20 days off per year.
• EAP benefits for you and household members, including counseling and online resources
• 401k matching
• Child Education Savings
• Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years

Company Overview