EPIC Brokers
SalesOperationsManager
Neural analysis suggests this role is
optimal for Manager candidates.
“Sales Operations Manager at EPIC Brokers. Skills: Sales operations, Salesforce administration, Data insights. Conduct regular audits of open pipeline. Identify stalled or outdated opportunities”
Industry & Context.
Analytical skills
What They're Looking For.
Must Have
Manager-level experience, Individual contributor role, Salesforce pipeline management
Nice to Have
Salesforce CRM proficiency, Salesforce pipeline management proficiency
What You'll Do.
Conduct regular audits of open pipeline
Identify stalled or outdated opportunities
Partner with sales leaders to improve data accuracy
Manage opportunity management discipline
Schedule pipeline calls
Manage pipeline calls
Facilitate pipeline calls
Ensure adherence to standards
Keep teams aligned to agenda
Document follow-up items
Drive timely completion of next steps
Manage employee incentive process
Ensure eligible opportunities are reviewed
Disposition opportunities appropriately
Coordinate approvals with executive leadership
Coordinate approvals with finance
Support communication when incentives are awarded
Audit won opportunities
Ensure Salesforce records accurately reflect contract terms
Resolve discrepancies with internal stakeholders
Lead renewal management activities
Ensure renewals are created
Close renewals accurately
Facilitate regular reviews with business leaders
Leverage sales data to generate insights
Inform business strategy
Analyze win and loss trends
Analyze forecast quality
Analyze weighting accuracy
Expand adoption of Salesforce
Expand effective use of Salesforce
Implement process improvements
Improve account-level tracking
Identify cross-system integration opportunities
Support day-to-day Salesforce operations
Reassign opportunities
Perform ongoing system administration
Act as a trusted operational partner
Drive accountability across stakeholders
Identify opportunities to strengthen sales processes
How You'll Work.
Team & Collaboration
Sales leaders; Executive leadership; Finance; Internal stakeholders; Business leaders; Cross-functional teams
Communication Scope
Communication skills
Full Job Description
For over 20 years, PSG (an EPIC owned company) has been singularly focused on helping our clients navigate the complex and ever-changing challenges of drug management. Through our leading pharmacy intelligence and technologies, we save our clients billions of dollars every year with an unwavering commitment to serving as an advocate and strategic partner to our clients. Overview PSG is seeking a manager-level Sales Operations Manager who will serve as a strong individual contributor while leading through influence across sales, consulting, and executive leadership. This role is responsible for the operational processes that support sales opportunities through completion, the integrity and effectiveness of Salesforce as a pipeline management tool, and the data insights that inform sales strategy and decision-making. The ideal candidate is highly organized, analytically strong, and comfortable driving accountability without direct authority. This person should bring excellent communication skills, sound business judgment, and the ability to build strong partnerships while improving process discipline, data quality, and operational consistency across the sales organization. Key Responsibilities • Own Salesforce hygiene by conducting regular audits of open pipeline, identifying stalled or outdated opportunities, and partnering with sales leaders to improve data accuracy and opportunity management discipline. • Schedule, manage, and facilitate pipeline calls, ensuring adherence to standards, keeping teams aligned to the agenda, documenting follow-up items, and driving timely completion of next steps. • Manage the employee incentive process by ensuring eligible opportunities are reviewed and dispositioned appropriately, coordinating approvals with executive leadership and finance, and supporting communication when incentives are awarded. • Audit won opportunities to ensure Salesforce records accurately reflect executed contract terms, including scope, timing, and financia
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