Sales Operations Lead

We are seeking a highly organized and strategic Sales Operations Lead to join our Sales Operations team. This role is ideal for someone that has moved from a sales focused role into a more operations driven position. This person will play a critical role in optimizing sales workflows, managing data integrity, supporting technology tools, and enabling the sales team to perform at their best.

Key Responsibilities:

Performance Management & Forecasting

• Set and track individual and team quotas, using dashboards to monitor progress.
• Conduct regular performance evaluations and administer improvement plans as needed.
• Forecast sales outcomes based on pipeline trends and historical data.
• Design and manage incentive programs including commissions, bonuses, and SPIFFs.
• Lead pipeline reviews with originators and closers to prioritize deals and improve conversion.
• Oversee telephony systems (e.g., Five9, Revenue.io), including dialer configurations and compliance.
• Ensure seamless integration between CRM, dialers, scheduling tools, and mobile platforms.
• Troubleshoot technical issues and act as the primary liaison for sales-related tech support.
• Evaluate and implement new tools to enhance sales efficiency and ensure regulatory compliance.

Team Support & Training

• Train sales reps on tools, systems, and processes including Salesforce, dialers, and mobile apps.
• Provide ongoing coaching using call recordings and performance data to improve skills and objection handling.
• Develop sales enablement materials such as FAQs, cheat sheets, and competitor comparisons.
• Facilitate role-playing sessions and onboarding programs to reduce ramp-up time for new hires.
• Align with leadership to set monthly targets, quotas, and strategies that support team goals.

Compliance & Quality Assurance

• Ensure adherence to telemarketing regulations (e.g., FCC, FTC) and maintain Do Not Call lists.
• Conduct call quality audits and implement feedback loops for continuous improvement.
• Address customer complaints and maintain documentation of compliance protocols.

Cross-Functional Collaboration

• Align with marketing to ensure lead generation campaigns support sales strategies.
• Coordinate with IT and development teams to maintain infrastructure and data security.
• Support finance with accurate sales data for forecasting, commissions, and budgeting.
• Present insights and recommendations to leadership to inform strategic planning.

Project Management

• Oversee sales-related projects including tool implementations and process improvements.
• Use project management tools to track initiatives and ensure alignment with business goals.

Qualifications:

• Strong experience in sales support, sales operations, or a related role.
• Strong background in sales with a desire to grow into operations and enablement.
• Proficiency in Salesforce is required.
• Experience in high-volume call environments and supporting inside sales teams.
• Strong analytical, organizational, and communication skills.
• Ability to manage multiple priorities and collaborate across departments.

About Moby Capital:

Moby Capital is a fast-growing company committed to providing innovative financial solutions to businesses and delivering exceptional value to our clients. With a culture rooted in integrity, excellence, and entrepreneurship, we are dedicated to fostering both individual and organizational growth. This role offers the unique opportunity to influence our sales process and be a key player in driving our success. If you are a driven, strategic professional ready to make an impact, we encourage you to apply and join our exceptional team.