Sales Operations Manager

UpKeep is the leading cloud-based Asset Operations Management software developed to revolutionize the way teams manage facilities and maintenance work. We provide mobile-first SaaS solutions, Industrial IoT sensors, data analytics tools, advanced enterprise integrations, and top-notch professional services. Our innovative technology is modernizing workflows and maximizing operational efficiency for over 3,000 customers including Shell, Yamaha, Unilever, McDonalds, Subway, Pepsi, and Marriott!

We're a Series B tech startup with 100+ team members across the US. We've been recognized as a "Best Place to Work" multiple years in a row by fostering an inclusive and mission-driven culture. In addition to stock options and great benefits, our people have the flexibility to work remote. UpKeep is ranked the #1 Facility Management software on Gartner, #1 Maintenance Management software on G2 Crowd, FrontRunners on Software Advice, and CMMS Leader on IDC MarketScape.

POSITION SUMMARY 

As UpKeep’s Sales Operations Manager, you will be in a pivotal role to enable our Sales teams to be more efficient and effective. Your ultimate goal is to drive more high-quality revenue from lead gen to customer acquisition, to retention. You will own important functional areas such as tooling, internal processes and standards that drive our marketing, sales cycle, and customer journey. You will partner closely with members of our marketing, sales, and customer success teams to drive a strategic operations roadmap and ensure the teams are supported day-to-day. Our ideal candidate has a proven track record of successfully supporting a rapidly growing GTM team. 

This role requires a passion for data, self-motivation, detail oriented and excellent problem-solving abilities. Ability to deal with highly ambiguous problems, taking full control and responsibility for finding solutions, and drive towards simple solutions to complex problems. 

• Partner with GTM Leadership to define the sales operations strategy as it aligns and integrates the customer-facing teams (marketing, sales, customer success)
• Partner with GTM leadership to define, build, and optimize the lead, sales cycle, and post sales cycle process to improve our pipeline throughput & retention initiatives
• Manage relationship and program execution with strategic outsourced rev ops agency, reporting on project progress weekly and monthly
• Build and maintain the Sales automation stack to ensure clean data synchronization between core systems such as Salesforce, Salesloft, etc.
• Partner with Sales Leadership to centralize KPI dashboards for all revenue-generating teams
• Proactively monitor and strive to maintain high levels of data quality, accuracy, process adoption, and consistency across all GTM functions
• Enable a best-in-class sales forecast, pipeline, and operating cadence. This will include everything from gathering data, improving predictive measures, running analysis, reporting, territory creation and planning
• Partner with cross-functional teams to review operational procedures, and develop scalable processes and solutions to address any inefficiencies, including ongoing documentation
• Hands on configuration of Salesforce Platform including users, roles, security, profiles, workflow rules, custom objects, etc. 
• Act as a consultant to provide support for all GTM systems
• Support in Territory design for new logo / account management / BDR teams

• Bachelor’s degree in MIS or related field 
• Preferred Certified Salesforce.com Administrator (ADM-201)
• Experience managing and supporting sales needs and questions around systems such as SFDC, Salesloft, ZoomInfo, etc.
• 3+ total years of operating experience in either Sales Operations, Revenue Operations or Operations ideally at a B2B SaaS company
• Managing, triaging, and resolving user submitted issues via ticketing system(s) 
• Advanced Google sheets/Excel skills (Macro, Pivot Tables, VLOOKUP) 

• Strong verbal and written communication skills to influence others at all levels and across all functions within the organization to rally behind shared business goals
• Ability to communicate effectively with technical personnel as well as with business users. 
• Handles multiple competing priorities in a fast-paced, deadline-driven environment 
• Strong business analysis and functional experience, including requirements gathering, creating/deploying solutions to end users 
• Relational databases, data modeling, and ETL tools 

• Receptive to change – is flexible. Seeks and adopts improved approaches and processes.
• Initiates action – is results oriented, takes responsibility for actions and outcomes. Meets commitments and strives for high performance.
• Manages the workload - makes timely decisions, prioritizes effectively, solves problems, monitors results, and takes remedial action where necessary.
• Technically proficient – able to apply the technical knowledge and skills required in the job role and responsibilities in order to achieve the expected outputs. 
• Takes responsibility for own learning - knows personal strengths, recognizes development needs, and takes action to improve. Is open to feedback and always seeks to learn. 
• Communicates ideas – respectfully exchange information and proposes a way forward. Listen to views of colleagues and take in diverse perspectives. 
• Works collaboratively – shares knowledge and information, fosters teamwork and contributes to a positive work environment where people want to come to work.  
• Display ethical character and competence - acts with integrity and intent, is accountable for own actions, behaves according to the company values. 
• Act as a good citizen of UpKeep.  

Even if you don’t meet all of the requirements listed here, we still encourage you to apply. Your personal and professional experience may be relevant beyond what a list of requirements will capture.

Employee Benefits:

Full-time team members at UpKeep are offered affordable medical, dental, and vision insurance for themselves and their families, HSA with employer paid contribution, optional FSA, Life Insurance, 11 paid annual holidays, unlimited paid time off, 10 days of sick time per year, ability to enroll in our 401(k) plan, 12-week paid parental leave, Employee Assistance Program, Modern Health for mental health resources, and the flexibility to work from home. We value work-life-harmony and believe that family and mental health should always come first. 

Company History & Product:

UpKeep was founded in 2014 by our CEO, Ryan Chan, based on an idea he had while using outdated desktop software as a Process Engineer in a manufacturing plant. He believed a mobile-first solution could significantly improve the productivity of the technicians he was working with. He was determined to build on this vision— so he quit his job, learned to write code, and created the first version of UpKeep from his family's garage!

Today, our cloud-based Software-as-a-Service (SaaS) and cutting edge Industrial IoT sensors solve problems for thousands of businesses around the world. Our Asset Operations Management solutions, coupled with powerful cloud ecosystems, empower maintenance and facilities teams to achieve their digital transformation goals. We are providing meaningful value to an underserved, blue-collar workforce by streamlining workflows, improving collaboration, and making it easy to manage work orders and projects from anywhere, anytime!

We've raised $50 million in venture capital following a recent Series B funding round led by Insight Partners, Emergence Capital, Mucker, and Y Combinator. We're also building The Maintenance Community, the largest online forum and Slack group bringing industry professionals together to participate in discussions, webinars, podcasts, and courses.

Learn More!

www.onupkeep.com

www.onupkeep.com/careers

At UpKeep, we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. UpKeep is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation or Veteran status.

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