Sales Operations Manager
This is a high-impact role for a data-centric professional to own the operational strategy for Intapp's Financial Services vertical. It combines deep technical work in SQL and CRM architecture with high-level strategic planning and executive reporting. It is a perfect fit for an analyst who wants to bridge the gap between technical data modeling and business growth.
Intapp
Palo Alto, California, United States · Posted 14 April 2026
The role
Overview
The hiring side
About Intapp
Intapp is a large employer working in software / fintech, based in Palo Alto, California, United States.
Software / FinTech
Large
Palo Alto, California, United States
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Research IntappWhat they need
Requirements & Skills
Key Responsibilities
- Develop and maintain the reporting infrastructure for the Financial Services sales vertical
- Lead the forecasting process using historical trends and rep-level analytics
- Design and automate sales workflows to improve team productivity
- Partner with Marketing and Customer Success to optimize the full revenue funnel
- Conduct monthly and quarterly business reviews for executive leadership
- Ensure data hygiene and compliance within the CRM for regulated sectors
Essential
- Extensive experience in Sales Operations or Revenue Operations within a B2B environment
- Advanced proficiency in SQL for data extraction, cleaning, and modeling
- Proven track record of building and maintaining executive-level dashboards and forecasting models
- Deep expertise in CRM administration and architectural optimization
- Experience managing complex data sets involving multi-stakeholder buying groups and organizational hierarchies
- Strong understanding of sales KPIs such as deal velocity, conversion rates, and ACV trends
Preferred
- Experience specifically within the Financial Services vertical or FinTech industry
- Familiarity with marketing automation and customer success platforms
- Background in territory design and capacity modeling
- Experience working in a regulated industry with strict data governance requirements
Key Skills
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People to Know
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Perks
Benefits & perks
- Opportunity to lead operations for a dedicated industry vertical
- Collaborative cross-functional work environment
- Exposure to executive leadership through business reviews
- Involvement in high-impact strategic planning and territory design
- Professional development in a high-growth tech company
Next step
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