Sales Operations Manager, Intapp
$115-120k
3-5 days a week in office
Bringng the power of Applied AI to firm professionals
Be an early applicant
Bringng the power of Applied AI to firm professionals
1001+ employees
Be an early applicant
$115-120k
3-5 days a week in office
1001+ employees
Company mission
To help professionals turn knowledge, relationships, and operational insights into value.
Role
Who you are
- A successful candidate is data-obsessed, process-oriented, and comfortable translating complex SQL queries and analytics into actionable insights for leadership
- 4–7+ years of experience in Sales Operations, Revenue Operations, Business Operations, or similar analytical roles
- Strong SQL skills with experience joining large datasets, building data models, and writing performance-optimized queries
- Advanced proficiency in Excel/Google Sheets and BI/analytics tools (Looker, Tableau, Power BI, or similar)
- Deep understanding of B2B SaaS or enterprise sales cycles; experience in Financial Services or FinTech is highly preferred
- Demonstrated ability to turn quantitative analysis into clear, actionable recommendations
- Experience managing CRM systems (Salesforce, HubSpot, or vertical CRM platforms), including automation and workflow development
- Strong communication and presentation skills, with the ability to deliver insights to senior leadership
Desirable
- Experience supporting sales teams focused on banks, credit unions, wealth management firms, lenders, or other financial institutions
- Understanding of industry-specific sales motions, compliance considerations, and multi-stakeholder deal structures
- Familiarity with data warehousing concepts and tools such as Snowflake, BigQuery, or Redshift
- Background in Revenue Operations or Sales Enablement for a vertical SaaS product
What the job involves
- We are seeking a highly analytical Sales Operations Manager to support and optimize the performance of our Financial Services sales vertical
- In this role, you will leverage data, reporting infrastructure, and structured analysis to drive sales efficiency, predictability, and strategic decision-making
- You will work closely with Sales, Marketing, Customer Success, Product, and Finance to build a data-driven operating foundation that supports our go-to-market efforts across banks, credit unions, wealth managers, lenders, and other financial institutions
- Build and maintain dashboards, scorecards, and forecasting models to support pipeline visibility and sales performance for the Financial Services vertical
- Use SQL to pull, clean, and model data from multiple systems (CRM, data warehouse, marketing platforms) to provide deep analysis on trends, pipeline quality, win/loss patterns, retention risk, and revenue performance
- Diagnose performance gaps using data-driven insights and recommend corrective action in collaboration with Sales Leadership
- Monitor vertical-specific KPIs (deal velocity, conversion benchmarks, ACV trends, territory coverage, and product adoption metrics)
- Design and continuously refine sales processes tailored to the Financial Services vertical, using quantitative analysis to validate improvements
- Implement process automations and workflow logic in the CRM to increase sales productivity and reduce administrative overhead
- Measure process adherence and data hygiene through systematic audits and reporting
- Administer and optimize the CRM platform, ensuring accurate data capture across complex financial institution hierarchies and multi-stakeholder buying groups
- Collaborate with Product teams to align internal workflows with CRM features tailored to financial services use cases (e.g., compliance workflows, loan pipeline stages)
- Evaluate and implement new sales tools, ensuring each integrates cleanly with existing data models and reporting infrastructure
- Own forecasting processes for the Financial Services sales vertical, using data modeling, historical trends, and rep-level analytics to improve forecast accuracy
- Support annual and quarterly revenue planning, including territory design, capacity modeling, quota setting, and segmentation strategies
- Provide monthly and quarterly business reviews with executive-ready insights backed by rigorous data analysis
- Partner with Marketing Ops to analyze lead scoring, funnel performance, and campaign attribution for the Financial Services segment
- Work with Customer Success Ops to track onboarding success, product adoption, renewal rates, and expansion opportunities
- Collaborate with Finance to reconcile bookings data, validate pipeline assumptions, and support pricing or discount structure analysis
- Ensure data accuracy, integrity, and compliance with internal controls—critical for operating within a regulated vertical like Financial Services
- Create and manage documentation for all sales processes, data schemas, and reporting standards
- Lead initiatives to improve data governance across GTM systems
Our take
The professional and financial services industries face a lot of challenges, and Intapp helps firms bring everything together in one cloud-based platform, connecting people, processes, and data so they can make better decisions, work more efficiently, and reduce risk. Its software is built specifically for firms like law, accounting, consulting, private capital, and investment banking, so they can manage everything from deals and clients onboarding to compliance and billing.
Intapp has grown its platform through a number of acquisitions, which have added new tools for collaboration, billing, and deal management, It's also focused on Ai-powered features, helping firms use their data smarter and automate routine tasks. And partnerships with companies like Microsoft Azure and other data providers strengthen the platform even further, making is easier for firms to connect systems and get insights.
Founded in 2000, Intapp went public in 2021 and now serves more than 2,6000 firms worldwide. Its cloud business is growing steadily, and more of its tools now include AI and automation to make work faster and simpler. With its continued focus ons amrt, industry-specific solutions, the company is well positioned to stay a leader in helping professional and financial firms run more efficiently in a fast-changing world.
Steph
Company Specialist at Welcome to the Jungle
Insights
16% employee growth in 12 months
Company
Company benefits
- Time away: In addition to generous paid time off, we recognize most major regional holidays.
- Flexibility: Intapp provides a highly flexible work environment to help employees successfully juggle work, wellness, and personal obligations.
- Wellness: Wellness is about being healthy and balanced in all areas of your life. We provide medical benefits for you and your family that offer quality, flexibility, and value.
- Saving and investing: We offer a variety of savings and investment programs to help you plan for the future and reach your financial goals.
- Family: We strive to be a great place to work for those with families. Benefits like paid parental leave, including adoptive leave, make it easier to take time off to welcome your new addition.
- Growth: We offer a variety of trainings and opportunities to help you increase your knowledge, build new skills, and take charge of your career.
Company HQ
Ventura, Palo Alto, CA
Leadership
Thad Jampol
(Co-Founder & CPO)Prior to co-founding Intapp in 2000, Thad received a BS in Computer Science from the University of California, Los Angeles.
David Morton
(CFO & Executive VP)David joined Intapp in 2023 as an Executive VP and CFO. Prior to this, he was an Executive VP and CFO at DigiCert and Anaplan. He also spent a brief stint at Tesla as a Chief Accounting Officer.
Don Coleman
(COO)Prior to joining Intapp in 2003, Don was a Director of Business and Corporate Development at Excite@Home. Her also co-founded the Stanford Student Enterprises and served as the CEO for 1 year.
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