Workplace Solutions, Sales Operations Manager

Job Responsibilities:

Sales Process Management: Responsible for developing, standardizing and optimizing the enterprise Workplace Solutions stock plan sales process, to improve efficiency and predictability. This includes understanding global roles and responsibilities, across the sales life-cycle and ensuring they are reflected in the CRM (Dynamics) workflow tools.

This includes managing CRM (MSFT Dynamics) strategic designs/enhancements to reflect sales process

Oversee day-to-day CRM administration, and ensure data quality and integrity

Design Sales Reporting and Dashboards:

Design actional reports and dashboards that provide insights into performance trends and inform strategic decisions primarily using CRM (MSFT Dynamics) output and other data sources. This includes both lead generation and sales development. This includes helping to inform setting of realistic sales targets.

Monthly lead performance reporting (source reporting and how each lead progresses)

On-going Sales Management:

Interpret and analyze data/reporting to understand key trends and narratives. Act as a trusted partner with sales to identify global issues in the pipeline (stalled/delayed deals, unrealistic close dates, gaps in data expected through sales process). Work with individual reps to address gaps.

Moderate/lead forums to review sales pipeline and reporting/dashboards.

Help provide input on annual sales forecasting. Liaise with finance as we implement or rework annual budgets.

Sales Incentives Management:

Partner with finance to create a sustainable process to track and report accruals for Sales teams. Review exceptions and help refine methodology over time. Manage escalations

Sales Hygiene: Establishing procedures per sales process, including keep CRM system up to date per process

Sales Training & Development: Design and deliver training programs for the sales team to enhance their skills and knowledge. Support the onboarding process for new sales hires, ensuring they have the tools and knowledge needed for success.

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.