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UHY-US · 8 hours ago

Sales Operations Director

Greater Phoenix Area

Full-time

Onsite

Mid, Senior Level

7+ years exp

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. As a Sales Operations Director, you will oversee and enhance processes, systems, and reporting to support the sales function, ensuring operational efficiency and enabling data-informed decision making.

AccountingAdviceConsultingFinanceFinancial Services

Responsibilities

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

Qualification

Sales OperationsCRM SystemsData AnalysisSales ForecastingPerformance MetricsProject ManagementLeadershipCollaboration

Required

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

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

Benefits

Group health insurance

Dental and vision coverage

401(k) retirement plans

Generous paid time off (PTO) allowances

Company

UHY-US

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.

Founded in 2000

Albany, New York, USA

1001-5000 employees