Project Manager, Sales Process & Data Optimization

About the Role

Key Responsibilities

• Lead the evaluation, implementation, and ongoing management of sales technology platforms, including CRM (e.g., Salesforce), sales engagement tools (e.g., Outreach, Salesloft), and data enrichment tools (e.g., ZoomInfo, D&B).
• Ensure tools are configured to support business needs, user-friendly, and fully adopted across the sales team.
• Act as the liaison between sales, IT, and vendors to troubleshoot issues, roll out updates, and drive usage.
• Define, document, and continuously improve core sales processes across the funnel - from lead qualification and opportunity creation to closing and renewal.
• Identify inefficiencies and implement scalable solutions to improve sales rep productivity, pipeline velocity, and conversion rates.
• Establish and maintain clear handoffs between teams (e.g., marketing, SDRs, AEs, CSMs).
• Own the architecture, cleanliness, and completeness of customer and account data across systems and SFDC objects (Leads, Contacts, Opportunities, Accounts).
• Build and enforce data governance practices that ensure data integrity, standardization, and compliance.
• Drive segmentation strategies and territory models that are powered by accurate, actionable data.
• Build and maintain dashboards and reports that provide visibility into performance, pipeline health, and key operational metrics.
• Partner with sales leadership to deliver insights that drive strategy, coaching, and forecasting accuracy.
• Analyze account-level and contact-level data to uncover trends and recommend actions.
• Work closely with sales, marketing, finance, product, and customer success teams to ensure tools and data strategies are aligned with go-to-market goals.
• Act as the operational backbone of the sales team, translating strategic objectives into systems and processes.

Requirements

• 5+ years of experience in sales operations, revenue operations, or sales enablement with a focus on tools and data.
• Deep expertise in managing sales technology (Salesforce, Outreach, Clari, etc.) and sales data platforms.
• Proven success in designing and optimizing sales processes and workflows.
• Strong analytical skills with experience using BI tools (e.g., Tableau, Power BI) and a high comfort level working with complex datasets.
• Ability to manage cross-functional projects and influence stakeholders at all levels.
• Must be eligible to work in the US without sponsorship from an employer now or in the future.

Nice to Have

• Experience with data governance and data quality practices.
• Knowledge of sales and marketing alignment strategies.
• Familiarity with additional sales tools and platforms beyond those listed.

Qualifications

• Experience managing sales technology platforms such as Salesforce, Outreach, Clari.
• Proven success in sales process design and optimization.
• Strong analytical skills and experience with BI tools like Tableau or Power BI.
• Cross-functional project management experience.
• Eligibility to work in the US without sponsorship.

Benefits & Perks

• Base wage range of $100,000-$110,000, with potential for additional compensation such as annual bonuses or sales incentives.
• Healthcare benefits.
• 401(k) plan and company match.
• Short-term and long-term disability coverage.
• Basic life insurance.
• Stock awards and employee stock purchasing plan.
• Work remotely with in-office days in Redwood City, CA, and NY, NY.