Your mission
We in Etops are a very intensely cooperating team where every single person takes a complex responsibility for a client and/or projects from A-Z. Everyone in our team is key to our success - individually and as a team. Everyone matters.
As the Sales Operations Manager you will be a critical partner to the Chief Revenue Officer and the leadership team. This role combines strategic reporting, process governance, and hands-on data quality enforcement to ensure the entire revenue organization operates with accuracy, consistency, and transparency across all entities, regions, and product lines.
Your role and responsibility
In this position you will be responsible for:
1. Executive & Board Reporting (Primary support to the CRO)
- Own the creation and continuous improvement of all recurring revenue-related reporting packages for the Management Team and Advisory/Board of Directors.
- Deliver accurate, insightful, and visually compelling monthly/quarterly business reviews (MBRs/QBRs), board decks, and ad-hoc analyses.
- Translate raw data from CRM, ERP, billing systems, and other sources into clear executive narratives, including pipeline health, win/loss trends, quota attainment, forecast accuracy, and key revenue metrics.
- Proactively identify risks/opportunities in the numbers and provide recommendations to the CRO.
2. Sales Process Standardization & Governance
- Design, document, and enforce a single, consistent sales methodology and process framework across all business units, geographies, regions, entities, and product lines.
- Maintain the global sales guidelines, stage definitions and discounting guidelines.
- Partner with Sales Enablement and sales leaders to drive adoption and compliance.
- Regularly audit deals and opportunities in the CRM to ensure process adherence
3. Data Quality & Integrity Enforcement
- Act as the “data police” for the revenue organization: aggressively chase sales reps, managers, and other stakeholders when data is missing, outdated, implausible, or inconsistent.
- Implement and monitor daily/weekly data hygiene routines (e.g., stale opportunities, missing close dates, incorrect amounts, unassigned accounts).
- Run exception reports and dashboards; follow up directly (teams, email, calls, or meetings) until issues are resolved.
- Establish and track data-quality SLAs and hold individuals accountable.
4. CRM & Systems Ownership
- Serve as a super-user for the CRM (HubSpot) and connected tools.
- Drive user adoption, cleanliness, and best-practice configuration.
- Collaborate with Finance on definitions, calculation methods and system integrations and enhancements.
5. Forecasting & Pipeline Management Support
- Support the CRO in building and continuously refining the weekly commit forecast.
- Perform pipeline analytics, velocity metrics, and slippage/trend analysis.
- Flag deals at risk and coordinate cross-functional escalation when needed.
6. Additional Operational Support
- Manage sales territory and quota setting processes in collaboration with Finance and Compensation.
- Support annual planning, compensation plan design, and quota allocation.
- Lead or contribute to cross-functional revenue projects (new product launches, market expansions, M&A integration, etc.).
About us
Etops is redefining the way financial services harness data and technology. We're not just building tools — we're creating intelligent infrastructure, seamless user experiences, and next-gen AI products that empower smarter decisions at every level.
We’re a team of engineers, creatives, and fintech experts who move fast, think big, and challenge the status quo. Our culture is rooted in curiosity, bold thinking, and making an impact — both in the industry and for each other.
Now’s the time to join us. We’re scaling, hiring, and shaping the future of wealth and asset management. If you're passionate about cutting-edge tech and real-world impact, let's talk.
