Sales Operations Manager (Hybrid- NYC)
Broadridge
•
New York, NY
0
0
0
0
Not Applicable
Posted April 17, 2026
Job link
Thinking about this job
Responsibilities
Commitments
Responsibilities
- Drive the design, delivery, and adoption of sales productivity analytics and tools that enable performance across a multi-segment front-line and overlay global sales organization.
- Provide sales operations planning and analytical support across a multi-segment sales structure, to ensure execution of core sales operations processes and initiatives around quota planning, commissions operations, forecasting, white space planning, etc.
- Conduct financial and operational analysis and modelling to predict, measure and interpret business trends and inform key decisions
- Define concrete business requirements for the CRM and ancillary back-end platforms to ensure the accurate delivery of sales performance and pipeline reporting across all levels of the sales and product organizations
- Champion adoption of pipeline management best practices and fully leverage CRM tools to fuel new pipeline generation
- Work with cross-functional teams comprised of Segment Sales Leaders, CRM Analysts, Financial Partners and Sales Executives to drive implementation of strategic projects as well as core sales operational processes
- Lead ad-hoc sales operations projects
Commitments
The Sales Operations Manager is a full-time role based in New York City, reporting to the Chief Operations Officer, GSMS.
Ability to work in a team environment with cross-functional collaboration with Finance, HR and other internal Broadridge business partners
Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.
Not Met Priorities
What still needs stronger evidence
Requirements
- 7+ years of experience in sales operations, with demonstrated success in sales process optimization and KPI analytics, preferably in the finance and/or tech industries
- 5+ years of direct sales team support, with a strong understanding of field sales – management, teams, structure and go-to-market strategies
- Proven success in implementing system integration projects relating to CRM and commission platforms, as well as data visualization, pipeline analytics and sales automation tools
- In-depth knowledge of SalesForce.com
- Demonstrated experience in change management principles
- Excellent analytical and financial skills; Strong ability to take analysis and synthesize into recommendations which result in executable solutions
- Expert data management skills with ability to review, interpret, reconcile and report on large amounts of data
- Full working knowledge of Microsoft Excel a must with ability to build detailed models using macros and pivot tables
- Full working knowledge of MS PowerPoint with ability to translate data into digestible format for presentation to sales management
- Excellent oral/written communications and partnership skills to promote cross-functional buy-in
- Self-directed, self-starter with ability to multi-task and problem solve to meet objectives and deadlines
- Thinks strategically and analytically, grasps new and cutting-edge concepts quickly, and vigilantly finds creative solutions to complex problems
- Ability to work in a team environment with cross-functional collaboration with Finance, HR and other internal Broadridge business partners
Preferred Skills
- Experience with SQL queries and data visualization tools, a plus
- Full working knowledge of Microsoft Excel a must with ability to build detailed models using macros and pivot tables
- Full working knowledge of MS PowerPoint with ability to translate data into digestible format for presentation to sales management
Education
- (Required) – BS/BA required
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.
The Sales Operations Manager is a full-time role based in New York City, reporting to the Chief Operations Officer, GSMS. This is an exciting and high-impact opportunity to shape how the Global Sales, Marketing, and Solutions (GSMS) organization leverages data to drive growth and performance. You will drive the development and automation of sales performance, productivity, and pipeline analytics that empower teams to make smarter, faster decisions. The ideal candidate must have demonstrated experience in sales operations, a strong understanding of the end-to-end lead-to-sales process, and proven expertise in turning complex data into clear insights that fuel business success. This individual thrives in cross-functional collaboration and brings deep knowledge of Salesforce.com, a passion for analytics, and the ability to solve problems through a powerful combination of business acumen and technical expertise.
Primary Responsibilities :
Drive the design, delivery, and adoption of sales productivity analytics and tools that enable performance across a multi-segment front-line and overlay global sales organization.
Provide sales operations planning and analytical support across a multi-segment sales structure, to ensure execution of core sales operations processes and initiatives around quota planning, commissions operations, forecasting, white space planning, etc.
Conduct financial and operational analysis and modelling to predict, measure and interpret business trends and inform key decisions
Define concrete business requirements for the CRM and ancillary back-end platforms to ensure the accurate delivery of sales performance and pipeline reporting across all levels of the sales and product organizations
Champion adoption of pipeline management best practices and fully leverage CRM tools to fuel new pipeline generation
Work with cross-functional teams comprised of Segment Sales Leaders, CRM Analysts, Financial Partners and Sales Executives to drive implementation of strategic projects as well as core sales operational processes
Lead ad-hoc sales operations projects
Qualifications :
BS/BA required
7+ years of experience in sales operations, with demonstrated success in sales process optimization and KPI analytics, preferably in the finance and/or tech industries
5+ years of direct sales team support, with a strong understanding of field sales – management, teams, structure and go-to-market strategies
Proven success in implementing system integration projects relating to CRM and commission platforms, as well as data visualization, pipeline analytics and sales automation tools
In-depth knowledge of SalesForce.com
Demonstrated experience in change management principles
Excellent analytical and financial skills; Strong ability to take analysis and synthesize into recommendations which result in executable solutions
Expert data management skills with ability to review, interpret, reconcile and report on large amounts of data
Experience with SQL queries and data visualization tools, a plus
Full working knowledge of Microsoft Excel a must with ability to build detailed models using macros and pivot tables
Full working knowledge of MS PowerPoint with ability to translate data into digestible format for presentation to sales management
Excellent oral/written communications and partnership skills to promote cross-functional buy-in
Self-directed, self-starter with ability to multi-task and problem solve to meet objectives and deadlines
Thinks strategically and analytically, grasps new and cutting-edge concepts quickly, and vigilantly finds creative solutions to complex problems
Ability to work in a team environment with cross-functional collaboration with Finance, HR and other internal Broadridge business partners
Compensation Range: The salary range for this position is between $100,000.00 - $115,000 USD.
Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
Bonus Eligibility: Bonus Eligible
Benefits Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings for this role.
We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.
Use of AI in Hiring
As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.
US applicants: Click here to view the EEOC "Know Your Rights" poster.
Disability Assistance
We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.
If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to BRcareers@broadridge.com.
The Sales Operations Manager is a full-time role based in New York City, reporting to the Chief Operations Officer, GSMS. This is an exciting and high-impact opportunity to shape how the Global Sales, Marketing, and Solutions (GSMS) organization leverages data to drive growth and performance. You will drive the development and automation of sales performance, productivity, and pipeline analytics that empower teams to make smarter, faster decisions. The ideal candidate must have demonstrated experience in sales operations, a strong understanding of the end-to-end lead-to-sales process, and proven expertise in turning complex data into clear insights that fuel business success. This individual thrives in cross-functional collaboration and brings deep knowledge of Salesforce.com, a passion for analytics, and the ability to solve problems through a powerful combination of business acumen and technical expertise.
Primary Responsibilities :
Drive the design, delivery, and adoption of sales productivity analytics and tools that enable performance across a multi-segment front-line and overlay global sales organization.
Provide sales operations planning and analytical support across a multi-segment sales structure, to ensure execution of core sales operations processes and initiatives around quota planning, commissions operations, forecasting, white space planning, etc.
Conduct financial and operational analysis and modelling to predict, measure and interpret business trends and inform key decisions
Define concrete business requirements for the CRM and ancillary back-end platforms to ensure the accurate delivery of sales performance and pipeline reporting across all levels of the sales and product organizations
Champion adoption of pipeline management best practices and fully leverage CRM tools to fuel new pipeline generation
Work with cross-functional teams comprised of Segment Sales Leaders, CRM Analysts, Financial Partners and Sales Executives to drive implementation of strategic projects as well as core sales operational processes
Lead ad-hoc sales operations projects
Qualifications :
BS/BA required
7+ years of experience in sales operations, with demonstrated success in sales process optimization and KPI analytics, preferably in the finance and/or tech industries
5+ years of direct sales team support, with a strong understanding of field sales – management, teams, structure and go-to-market strategies
Proven success in implementing system integration projects relating to CRM and commission platforms, as well as data visualization, pipeline analytics and sales automation tools
In-depth knowledge of SalesForce.com
Demonstrated experience in change management principles
Excellent analytical and financial skills; Strong ability to take analysis and synthesize into recommendations which result in executable solutions
Expert data management skills with ability to review, interpret, reconcile and report on large amounts of data
Experience with SQL queries and data visualization tools, a plus
Full working knowledge of Microsoft Excel a must with ability to build detailed models using macros and pivot tables
Full working knowledge of MS PowerPoint with ability to translate data into digestible format for presentation to sales management
Excellent oral/written communications and partnership skills to promote cross-functional buy-in
Self-directed, self-starter with ability to multi-task and problem solve to meet objectives and deadlines
Thinks strategically and analytically, grasps new and cutting-edge concepts quickly, and vigilantly finds creative solutions to complex problems
Ability to work in a team environment with cross-functional collaboration with Finance, HR and other internal Broadridge business partners
Compensation Range: The salary range for this position is between $100,000.00 - $115,000 USD.
Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
Bonus Eligibility: Bonus Eligible
Benefits Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings for this role.
We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.
Use of AI in Hiring
As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.
US applicants: Click here to view the EEOC "Know Your Rights" poster.
Disability Assistance
We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.
If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to BRcareers@broadridge.com.