Sales Operations Director

• Lead the design, implementation, and ongoing refinement of sales processes to support consistency, productivity, and scalability across the firm

• Collaborate with the Salesforce Steering Committee to ensure governance, system administration, process design, data integrity, and user adoption

• Develop and maintain reporting and analytics through CRM, Power BI, and Excel to provide visibility into sales performance, pipeline health, forecasting accuracy, and key metrics

• Drive strategic planning efforts and provide data-driven insights that support revenue goals and inform executive decision making

• Lead performance management processes for the Business Development team to ensure accountability, clarity, and alignment with organizational goals

• Collaborate with Marketing, Finance, Operations, and service line leadership to align sales strategies, support go-to-market initiatives, and introduce new technologies and service offerings

• Evaluate, recommend, and implement tools and technologies that improve sales efficiency, operational visibility, and firmwide alignment

• Lead the sales forecasting process and maintain consistent, accurate projections that support financial and operational planning

• Support sales enablement efforts by identifying training needs, developing resources, and strengthening onboarding programs

• Maintain an organized and structured operational framework, ensuring documentation, workflows, and data practices align with firm policies and governance

• Provide leadership with actionable recommendations based on market trends, internal performance indicators, and analysis of revenue opportunities

Supervisory responsibilities

• Will lead and supervise subordinate team members

Work environment

• Work is conducted in a professional office environment with minimal distractions

Physical demands

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time

• Must be able to lift up to 15 pounds at a time

Travel required

• Limited travel may be requested for attending events, conferences, or internal meetings

Required education and experience

• Bachelor’s degree in business, finance, marketing, or related field

• 7+ years of experience in sales operations, revenue operations, or related roles

• Strong proficiency in CRM systems (e.g., Salesforce) and data analysis tools (e.g., Excel, Power BI)

• Experience leading a Revenue Operations Function or Sales Operations team

• Proven ability to manage multiple projects and stakeholders in a fast-paced environment

• Experience with sales forecasting, pipeline management, and performance metrics

Preferred education and experience

• Advanced degree in business administration, finance, accounting, or related discipline

• Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.

UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.

POSITIVE WORK ENVIRONMENT

Enjoy a collaborative and supportive work environment where teamwork is valued.

ATTRACTIVE COMPENSATION PACKAGES

Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.

COMPREHENSIVE BENEFIT PACKAGE

Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.