EPIC Brokers

SalesOperationsManager

$115–165k ~AI est. United States Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Manager candidates.

The Brief

“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 Identify stalled or outdated opportunities”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.

Problems you'll solve

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Identify stalled or outdated opportunities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

Free ATS check

Applying for this Sales Operations Manager role?

Most applicants get filtered before a human reads their resume. See if yours makes the cut.

How to Apply on Greenhouse

  • Create a Greenhouse profile before applying — it saves time across multiple applications.
  • Upload your resume as a PDF; the parser handles it better than Word.
  • Answer all knockout questions carefully — wrong answers auto-reject before a human sees you.
  • Enable email notifications to track application status in real time.

ANONYMOUS · UNFILTERED

What do employees actually say about EPIC Brokers?

Real rants from real employees. Read before you apply.

Read Company Rants →