Sales Operations Director

UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. As a Sales Operations Director, you will oversee and enhance processes, systems, and reporting to support the sales function, ensuring operational efficiency and enabling data-informed decision making.

Responsibilities

• Lead the design, implementation, and ongoing refinement of sales processes to support consistency, productivity, and scalability across the firm
• Collaborate with the Salesforce Steering Committee to ensure governance, system administration, process design, data integrity, and user adoption
• Develop and maintain reporting and analytics through CRM, Power BI, and Excel to provide visibility into sales performance, pipeline health, forecasting accuracy, and key metrics
• Drive strategic planning efforts and provide data-driven insights that support revenue goals and inform executive decision making
• Lead performance management processes for the Business Development team to ensure accountability, clarity, and alignment with organizational goals
• Collaborate with Marketing, Finance, Operations, and service line leadership to align sales strategies, support go-to-market initiatives, and introduce new technologies and service offerings
• Evaluate, recommend, and implement tools and technologies that improve sales efficiency, operational visibility, and firmwide alignment
• Lead the sales forecasting process and maintain consistent, accurate projections that support financial and operational planning
• Support sales enablement efforts by identifying training needs, developing resources, and strengthening onboarding programs
• Maintain an organized and structured operational framework, ensuring documentation, workflows, and data practices align with firm policies and governance
• Provide leadership with actionable recommendations based on market trends, internal performance indicators, and analysis of revenue opportunities

Skills

• Bachelor's degree in business, finance, marketing, or related field
• 7+ years of experience in sales operations, revenue operations, or related roles
• Strong proficiency in CRM systems (e.g., Salesforce) and data analysis tools (e.g., Excel, Power BI)
• Experience leading a Revenue Operations Function or Sales Operations team
• Proven ability to manage multiple projects and stakeholders in a fast-paced environment
• Experience with sales forecasting, pipeline management, and performance metrics
• Advanced degree in business administration, finance, accounting, or related discipline
• Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting

Benefits

• Group health insurance
• Dental and vision coverage
• 401(k) retirement plans
• Generous paid time off (PTO) allowances

Company Overview

• UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. It was founded in 2000, and is headquartered in Albany, New York, USA, with a workforce of 1001-5000 employees. Its website is https://uhy-us.com/.