Workplace Solutions, Sales Operations Manager

Posted 5 Hours Ago
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New York, NY
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The Sales Operations Manager will develop and optimize the sales process for Workplace Solutions, manage CRM operations, design sales reports and dashboards, analyze sales data, oversee sales training, and ensure accuracy in sales processes and systems.
Summary Generated by Built In

Job Description
JP Morgan Workplace Solutions, a subsidiary of JP Morgan Asset & Wealth Management, is a global leader in equity compensation management, offering a premier cloud-based platform for share plan management. Serving over 600 corporate clients-from start-ups to multinational corporations-the company manages nearly $200 billion in assets for 650,000 employee participants. We are a dedicated global team of over 600 professionals at the forefront of transforming compensation strategies worldwide.
Job Description: We are seeking a dynamic and motivated Sales Operations Manager (SOM) to join our team. As a SOM, you will play a critical role in our B2B sales process by developing, standardizing and optimizing the enterprise Workplace Solutions Stock Plan sales process.
Job Responsibilities:

  1. 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.
    1. This includes managing CRM (MSFT Dynamics) strategic designs/enhancements to reflect sales process
    2. Oversee day-to-day CRM administration, and ensure data quality and integrity
  2. Design Sales Reporting and Dashboards:
    1. 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.
    2. Monthly lead performance reporting (source reporting and how each lead progresses)
  3. On-going Sales Management:
    1. 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.
    2. Moderate/lead forums to review sales pipeline and reporting/dashboards.
    3. Help provide input on annual sales forecasting. Liaise with finance as we implement or rework annual budgets.
  4. Sales Incentives Management:
    1. 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
  5. Sales Hygiene: Establishing procedures per sales process, including keep CRM system up to date per process
  6. 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.

Top Skills

Msft Dynamics

What the Team is Saying

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The Company
HQ: New York, NY
289,097 Employees
Hybrid Workplace
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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