Sales Operations Manager, EverCommerce

• 5+ years of experience in Sales Operations, GTM Operations, FP&A, or Business Analytics, ideally within a SaaS environment
• Advanced proficiency in Google Sheets/Excel (e.g., pivot tables, lookups, data modeling) and working with large datasets
• Familiarity with forecasting and pipeline management tools, as well as sales engagement/insight platforms (e.g., Gong)
• Strong Salesforce expertise, including dashboards, reporting, and data management to support business insights
• Experience supporting territory planning and coverage models
• Proven ability to partner with senior Sales leaders and influence decisions through data
• Strong analytical, problem-solving, and communication skills with the ability to operate independently
• Demonstrated experience using AI tools in a professional analytics context
• Excellent project management skills with attention to detail
• An A-player mindset with a strong bias for action: you raise the bar, move with urgency, stay resilient through ambiguity, and take ownership to deliver meaningful outcomes
• 1+ year of people management or mentoring experience

Desirable

• The Sales Operations Manager is the operational heartbeat of the sales organization. This role owns forecast accuracy, commissions integrity, and territory/quota management — the three things that most directly affect how sales reps show up every day
• You are the person who ensures the sales machine runs on time and with trust: reps know their numbers are right, leaders can rely on the forecast, and Finance gets clean data for planning
• This role requires a balance of strategic thinking and hands-on execution. You will analyze data, identify performance gaps, and drive actions that improve outcomes while supporting implementation and adoption across teams
• EverHealth is at an inflection point. Pipeline and revenue retention forecast accuracy, pricing and discounting discipline, territory, capacity and quota planning are all critical priorities
• You will play a critical role in improving forecast accuracy, providing insights to drive sales effectiveness, and improving operational efficiency
• Forecasting & Pacing:
• Own the weekly and monthly sales and expansion forecast process: build, validate, and present to SLT and FP&A. Lead pipeline reviews and improve accuracy and predictability
• Develop and maintain the forecasting model; evolve from reporting to predictive pacing
• Track quota attainment, pacing, and pipeline coverage (target 2.5× quota) at rep, team, and product level
• Produce monthly forecast and pacing reports for ELT and FP&A
• Analyze sales performance to identify trends, risks, and opportunities; deliver actionable insights to leadership
• Build and maintain reporting and dashboards that provide timely, accurate visibility into performance
• Commissions:
• Own the end-to-end commissions process: plan design inputs, monthly calculations, dispute resolution, and payout sign-off
• Maintain commission calculators; ensure accuracy and timeliness
• Serve as the point of contact for commission disputes; document resolution process and SLA
• Partner with GTM leaders, Finance, Legal and People team on evolving commission plans for clarity, simplicity and impact
• Territory & Quota Planning:
• Support annual territory design and quota-setting process with VP RevOps, Sales and CX VPs, and CRO
• Maintain sales and CX capacity model; flag headcount gaps or coverage risks in real time
• Track rep-level performance data and surface early warning signals to sales leadership
• Deal Desk and Order to Cash:
• Review and approve all non-standard deals: discounts, custom terms, pricing exceptions, and bundled structures
• Maintain and enforce the discount authority matrix
• Manage minimum deal size enforcement; track and report exceptions monthly t
• Track contract error rates and re-send frequency; drive continuous improvement to reduce manual rework
• Own quote-to-cash audit process: flag and resolve bookings vs. revenue discrepancies
• Ensure one-time implementation and setup fees are captured in opportunity records for accurate MRR reporting
• Partner Ops:
• Own partner attribution tracking: ensure partner-sourced and partner-influenced deals are correctly coded in SFDC
• Maintain partner performance scorecard and pipeline attribution reports
• Support ISV channel compensation model with accurate rev-share calculations
• Partner with Savannah (Payments) and Mike Oliver (Partners) on payments attach tracking and channel attribution
• Drive operational efficiency:
• Support strategic initiatives that improve sales productivity, deal execution, and overall performance
• Manage and develop two direct reports (Deal Desk and Order to Cash Specialist and Partner Ops Specialist) — setting goals, providing coaching, reviewing work, and building their analytical skills
• Identify, evaluate, and implement AI and machine learning tools that accelerate sales operations output from AI predictive forecast modeling to AI-assisted churn propensity modeling
• Leverage large language models (LLMs) and AI-assisted workflows to automate recurring reporting tasks, freeing bandwidth for higher-order analysis and strategic insight work
• Stay current on the AI analytics landscape and bring forward a quarterly point of view on emerging tools and practices relevant to RevOps