Sales Operations Manager

About Insait

Insait is at the forefront of agentic AI for financial institutions, partnering with leading banks and enterprises worldwide to transform how they engage with their customers. We are scaling fast — and we are looking for a Sales Operations Manager to build the engine behind our sales growth.

About the Role

As our first Sales Operations Manager, you will play a critical role in supporting the day-to-day execution and scalability of our sales organization. You will work closely with Sales leadership, Marketing, Finance, and Customer Success to improve processes, reporting, enablement, forecasting, and operational execution across the revenue organization.

This role is focused on sales operations, business processes, analytics, and operational support — while a dedicated RevOps function will own CRM administration, automations, integrations, and broader marketing operations infrastructure.

This is a high-impact, hands-on role for someone who thrives in a fast-paced startup environment, enjoys building structure, and can drive operational excellence across the sales organization.

What You’ll Do

• Own and optimize core sales processes and workflows across the customer lifecycle, ensuring scalability and operational efficiency.
• Work closely with sales reps globally to drive pipeline hygiene, deal progression, and forecasting accuracy through ongoing follow-ups and operational support.
• Partner with Sales leadership on pipeline reviews, territory planning, sales execution, and performance management.
• Identify sales bottlenecks, blockers, and execution challenges, and proactively drive solutions across teams and processes.
• Support sales planning initiatives, including quota tracking, headcount planning, and operational coordination.
• Analyze sales performance trends and provide actionable recommendations to improve productivity, conversion, and GTM execution.
• Design and document sales playbooks, operating procedures, onboarding materials, and enablement processes for reps and SDRs.
• Support deal desk activities including pricing coordination, approvals, quoting workflows, and contract processes.
• Partner with Finance on commissions tracking, reporting, and operational alignment.
• Coordinate cross-functionally with Marketing, Customer Success, Product, and Finance to improve GTM alignment and execution.
• Lead the planning and execution of sales initiatives including SKOs, team events, competitions, incentive programs, and performance-driven campaigns.
• Help foster operational discipline and accountability across the sales organization as the company scales.

Requirements

• 3–5+ years of experience in Sales Operations, Business Operations, or a similar role at a B2B SaaS company (enterprise / fintech experience is a plus).
• Strong analytical skills with advanced Excel / Google Sheets capabilities; experience with BI tools (Looker, Tableau, etc.) is a plus.
• Experience building and improving sales processes, reporting structures, and operational workflows.
• Strong understanding of SaaS sales metrics, forecasting methodologies, and pipeline management.
• Excellent project management and organizational skills with the ability to manage multiple priorities and stakeholders.
• Experience working closely with Sales leadership in a high-growth environment.
• Ability to translate data into clear business insights and operational recommendations.
• A builder’s mindset, comfortable operating in ambiguity and creating structure where needed.
• Excellent communication skills in English (written and verbal); Hebrew is a plus.

Nice to Have

• Experience at an early-stage startup (Seed to Series B).
• Familiarity with enterprise sales cycles, particularly in financial services or fintech.
• Experience supporting compensation processes, territory planning, or deal desk operations.
• Experience working alongside RevOps and GTM systems teams.