Senior Sales Operations Manager

Juniper Square, Inc.

Job Overview

Location

Americas (USA or Canada)

Job Type

Full-time

Full Job Description

📋 Description

• Lead the design, implementation, and optimization of end-to-end lead routing strategies using LeanData, Qualified AI chatbots, and automated campaign workflows to ensure efficient lead distribution across sales teams.
• Administer and enhance core sales technology stack including Outreach, Nooks, and ZoomInfo by configuring workflows, automating repetitive tasks, enabling recurring data enrichments, and providing frontline technical support.
• Maintain and improve data integrity across CRM and sales systems through deduplication, standardization, and enrichment processes to ensure accurate reporting and forecasting.
• Partner with Sales leadership to support territory planning, quota allocation, and forecasting cycles by delivering clean, actionable data and insights derived from Salesforce and other revenue systems.
• Architect and integrate the GTM tech stack — including Salesforce, sales engagement platforms, data enrichment tools, and AI-driven systems — ensuring seamless interoperability and alignment across teams.
• Collaborate with Business Systems and Revenue Analytics teams to define requirements, prioritize development work, and conduct QA for new features, dashboards, and system updates.
• Design and maintain executive-level dashboards and pipeline analytics that enable data-driven decision-making, with deep understanding of underlying data structures to identify anomalies or inconsistencies.
• Document all operational processes, partner with Enablement to train sales reps on new workflows, and drive adoption through clear communication and change management.
• Proactively identify gaps in tooling, processes, or data flows, and propose scalable solutions using AI, automation, or process redesign to improve efficiency and reduce manual effort.
• Serve as the primary operational liaison between Sales, Revenue Analytics, and Business Systems to align priorities, resolve bottlenecks, and ensure system reliability across the revenue organization.
• Leverage AI tools daily to automate routine tasks, enhance data analysis, and improve operational decision-making, with a clear understanding of where AI adds value versus where human oversight is critical.
• Support global sales operations across 27 U.S. states and 2 Canadian provinces, ensuring consistent processes and system configurations despite regional differences in team structure or compliance.
• Maintain a high standard of organization and attention to detail while managing multiple competing priorities in a fast-paced, high-growth environment with minimal supervision.
• Communicate complex operational concepts clearly to sales reps, managers, and leadership, translating technical system requirements into actionable guidance and training materials.
• Drive continuous improvement by monitoring KPIs, gathering feedback from users, and iterating on processes to maximize sales team productivity and system effectiveness.

🎯 Requirements

• 7+ years of experience in Sales Operations, Revenue Operations, or a closely related analytical/systems role
• Hands-on experience with Salesforce (admin-level preferred), LeanData, and Outreach; experience with ZoomInfo, Ringlead, Gong, or similar tools a plus
• Comfortable using AI tools as part of daily work, with demonstrated ability to apply them to automate tasks and improve operational outcomes

🏖️ Benefits

• Health, dental, and vision care for you and your family
• Life insurance and mental wellness coverage
• Flex Time Off in addition to company-paid holidays
• Retirement saving plans and annual professional development stipend
• Allowance to customize your work and technology setup at home
• Paid family leave, medical leave, and bereavement leave policies

Skills & Technologies

Senior

Remote

$116k-145k

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Juniper Square, Inc.

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About Juniper Square, Inc.

Juniper Square is a SaaS provider focused on investment-management software for the private funds industry. Founded in 2014 and headquartered in San Francisco, the platform streamlines fundraising, investor onboarding, capital calls, distributions, reporting, and compliance workflows for real estate, private equity, and venture capital managers. It integrates CRM, document management, e-signature, and analytics into a single cloud system to reduce manual processes and improve transparency. The company serves hundreds of fund sponsors managing tens of thousands of investors and billions in assets under administration.

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