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Sr. Manager, Sales & Customer Success Operations

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PitchBook Data

13d ago

  • Job
    Full-time
    Senior Level
  • Sales & Business Development
    People, HR & Administration
  • Seattle
  • Quick Apply

AI generated summary

  • You need a Bachelor’s degree, 8+ years in sales/customer success ops, 5+ years leading teams, CRM expertise, strong analytical and strategic skills, and proficiency in project management and Microsoft Office.
  • You will drive sales and customer success ops strategy, enhance team efficiency, manage support requests, develop training, and foster a customer-centric culture while mentoring your team.

Requirements

  • Bachelor's degree
  • 8+ years of experience in sales or customer success operations, business process improvement, or related roles within a fast-paced environment
  • 5+ years of experience leading teams, with a strong track record of driving operational excellence and scaling processes
  • Expertise in CRM systems (e.g., Salesforce, Catalyst) and sales/customer success automation tools
  • Strong strategic thinking and problem-solving skills with the ability to influence executive stakeholders
  • Exceptional analytical skills with the ability to translate complex data into actionable insights
  • Proven experience driving change and leading process improvement initiatives
  • Proficiency in project management methodologies and tools
  • Ability to thrive in a dynamic environment and manage multiple priorities effectively
  • Proficiency with the Microsoft Office suite including in-depth knowledge of Outlook, Word, and Excel with the ability to pick up new systems and software easily

Responsibilities

  • Define and drive the long-term strategy for Sales & Customer Success operations, aligning with company objectives and revenue goals
  • Act as a key thought partner for leadership, identifying and implementing strategic operational improvements
  • Partner with executive leadership to develop and execute automation and efficiency initiatives that enhance team performance
  • Influence and contribute to the enterprise systems roadmap, ensuring Sales and Customer Success teams are equipped with best-in-class tools and processes
  • Advocate for cross-functional alignment to drive operational scalability and efficiency
  • Establish and maintain standardized inflow processes for support requests and inquiries regarding Sales and Customer Success platforms
  • Oversee the prioritization and management of incoming work, ensuring adherence to SLAs and high-impact problem resolution
  • Drive continuous improvement by identifying trends in support requests and implementing proactive solutions
  • Implement and refine KPIs to measure operational success and team efficiency
  • Develop and oversee comprehensive training programs for Sales and Customer Success teams to ensure operational fluency and self-sufficiency
  • Lead the creation and maintenance of a centralized knowledge base, ensuring documentation is accurate, up-to-date, and widely adopted
  • Champion the adoption of new features, tools, and data/metrics made available by the Sales & Customer Success Platform and Intelligence teams
  • Build, mentor, and scale a high-performing team aligned with business objectives
  • Establish career development paths for team members, fostering a culture of continuous learning and professional growth
  • Set and manage team OKRs, tracking performance and making data-driven improvements
  • Promote a collaborative, customer-centric culture within the operations team
  • Support the vision and values of the company through role modeling and encouraging desired behaviors
  • Participate in various company initiatives and projects as requested

FAQs

What is the primary responsibility of the Sr. Manager, Sales & Customer Success Operations?

The primary responsibility is to optimize the efficiency and effectiveness of both Sales and Customer Success teams by driving automation, improving processes, and enhancing data-driven decision-making.

What qualifications are required for this position?

Candidates should have a Bachelor's degree, 8+ years of experience in sales or customer success operations, 5+ years of experience leading teams, and expertise in CRM systems and sales/customer success automation tools.

What kind of team dynamics can one expect in this role?

The role requires collaborative work as the Sr. Manager will partner closely with leadership and cross-functional teams to drive operational scalability and efficiency.

Is there room for professional development within this role?

Yes, the role includes establishing career development paths for team members and fostering a culture of continuous learning and professional growth.

What kind of benefits does PitchBook offer?

PitchBook offers comprehensive health benefits, emotional health support including paid sabbaticals and educational stipends, social health initiatives, financial health perks like a 401k match, and a monthly transportation stipend.

What is the expected working schedule for this role?

The current expectation is to work in the office 4+ days a week, with full-time presence during the training period.

What is the salary range for this position?

The annual base salary ranges from $165,000 to $200,000, with a target annual bonus percentage of 15%.

Are there opportunities for cross-functional collaboration in this role?

Yes, advocating for cross-functional alignment is a key responsibility of the Sr. Manager, ensuring operational strategies align with broader company goals.

What kind of tools and systems will the Sr. Manager work with?

The Sr. Manager will work with CRM systems (like Salesforce), sales/customer success automation tools, and will contribute to the enterprise systems roadmap.

What is the company's stance on diversity and inclusion?

PitchBook values different points of view and actively seeks to create a sense of belonging within the community, strengthening its culture through inclusion and collaboration.

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PitchBook Data

PitchBook empowers capital market professionals around the globe to win what’s next.

Venture Capital & Private Equity
Industry
1001-5000
Employees
2007
Founded Year

Mission & Purpose

PitchBook is the leading resource for comprehensive data, research and insights spanning the global capital markets. Our unprecedented offerings are brought to life through the PitchBook Platform, a dynamic suite of products designed to help you win. Founded in 2007, CEO John Gabbert knew that his idea for an actionable, extensive database for private equity-focused intelligence was worth pursuing. The rest is PitchBook history. Since those early days, PitchBook has expanded its coverage areas to include the entirety of the global public and private markets. We’ve added thousands of datasets and millions of individual insights into the platform, and we’ve pioneered new features and products that surface the information our clients need. We look at every day as a new opportunity to meet and exceed our customers’ expectations through helping them make informed decisions that propel their firms forward. Part of Morningstar since 2016, PitchBook is headquartered in Seattle, London and Hong Kong with additional offices in New York and San Francisco.