Sales Operations Manager, Mid-Market (AI)

TL;DR

Sales Operations Manager, Mid-Market (AI): Running and scaling the operational infrastructure for a mid-market sales organization supporting financial institutions with an accent on sales processes, territories, Salesforce, and forecasting. Focus on designing efficient GTM workflows, maintaining reliable data and reporting, and translating sales strategy into scalable execution.

Location: On-site in New York City, United States

Company

An early-stage enterprise AI company transforming financial workflows for investment banks, private equity funds, and investment firms.

What you will do

• Design and optimize scalable sales processes for the Mid-Market and Sales Development teams.
• Partner with sales leadership on segment strategy, forecasting, territories, account reviews, Rules of Engagement, and Deal Desk operations.
• Manage account assignments, pipeline quality, routing, and lead distribution across Mid-Market AEs.
• Maintain accurate and consistent sales data across Salesforce and the broader GTM technology stack.
• Build workflows, dashboards, reporting cadences, and actionable performance insights.
• Lead Mid-Market planning cycles and align operational data with executive and board-level goals.

Requirements

• 4–6 years of experience in B2B SaaS or FinTech, including 3+ years in Sales, Revenue, or GTM Operations.
• Experience building and scaling sales processes for mid-market or high-velocity sales motions.
• Strong understanding of the full sales lifecycle and GTM operations.
• Proficiency with Salesforce and sales technology such as Outreach, Gong, LinkedIn Sales Navigator, Apollo, or Default.
• Experience with Salesforce administration, GTM data structures, reporting, and analytical problem-solving.
• Strong communication, stakeholder management, organization, and cross-functional collaboration skills.

Nice to have

• Experience leveraging AI to improve GTM team operations.
• Experience supporting rapidly growing startup environments.

Culture & Benefits

• High-ownership environment focused on solving complex problems with autonomy.
• Collaborative culture spanning AI, finance, Sales, Marketing, Product, and Finance.
• Opportunity to work on AI products used by leading financial institutions.
• Fast-paced environment with significant responsibility for business-critical systems and processes.