Manager - Sales Ops/Finance

Beverly , Massachusetts Perm Sep 3, 2026 $ - $

Manager of Sales Operations – Americas (Finance)

KBW Financial Staffing & Recruiting has partnered with a growing organization that is seeking a Manager of Sales Operations – Americas to support its commercial sales organization. This is a highly cross-functional role focused on improving the effectiveness, efficiency, and scalability of sales operations across the Americas.

The ideal candidate will bring a combination of strong analytical and commercial operations experience, ideally within the medical device, healthcare, or life sciences industry . This individual will partner closely with Sales, Marketing, Finance, Customer Service, and Operations while owning key processes across forecasting, reporting, CRM data, sales enablement, and order-to-cash support.

Responsibilities:

• Build and maintain sales performance dashboards, pipeline reporting, forecasting models, and executive-level commercial analytics
• Partner with Sales leadership and Finance on forecasting, quota planning, territory alignment, sales compensation inputs, pricing analysis, and revenue performance
• Monitor and analyze key commercial metrics, including bookings, revenue, pipeline conversion, win rates, average selling price, backlog, quote turnaround time, and CRM adoption
• Support order-to-cash processes, including reviewing orders for completeness and coordinating issue resolution across Customer Service, Finance, and Operations
• Assist with customer quotations, proposals, RFP responses, contract documentation, and other sales support materials
• Maintain CRM data integrity and identify opportunities to improve sales processes, reporting, and commercial visibility
• Support sales onboarding, training, process communication, and field sales enablement across territories
• Develop actionable insights from commercial data to support sales strategy and decision-making
• Partner cross-functionally to improve processes and ensure timely execution of commercial initiatives
• Ensure sales operations processes align with company policies, quality standards, and applicable medical device compliance requirements

Qualifications:

• Bachelor’s degree in Business, Finance, or a related field
• 5+ years of experience in Sales Operations, Commercial Operations, Revenue Operations, Finance, or Sales Analytics
• Experience within medical device, healthcare, life sciences, or another regulated B2B environment
• Advanced Excel and analytical skills
• Experience with Power BI, Copilot, and other AI-enabled solutions
• Strong understanding of sales forecasting, pipeline management, territory planning, pricing support, and sales performance reporting
• Ability to translate complex data into actionable commercial insights
• Strong communication, project management, and cross-functional partnership skills
• Ability to effectively manage multiple priorities in a fast-paced, continuously evolving environment