Sales Operations Lead

Overview

The Sales Op Lead plays a key role in optimizing sales processes, providing deeper analytics, and supporting strategic initiatives to improve sales effectiveness.

Key Responsibilities

• Coordinate with Frontline businesses and Data Analytics team on the development and maintenance of  sales dashboards, KPI reporting, and performance tracking tools to monitor business results and identify opportunities for improvement.
• Analyze sales data and performance metrics to deliver actionable insights, support forecasting, and inform strategic decision-making.
• Support the implementation, administration, and optimization of CRM platforms and sales technologies to improve productivity and data integrity.
• Support the design, documentation, and continuous improvement of sales processes, workflows, and operational practices to enhance efficiency and effectiveness.
• Partner with Sales, Marketing, Operations, and other cross-functional teams to drive alignment, facilitate communication, and ensure seamless execution of business initiatives.  
• Provide training, guidance, and enablement resources to help sales teams effectively leverage systems, tools, and best practices.
• Develop and maintain sales collateral, presentations, training materials, and other resources that support sales readiness and customer engagement.
• Coordinate and support sales programs, campaigns, and initiatives that align with business objectives and sales strategies.
• Identify process improvement opportunities through data analysis, stakeholder feedback, and industry best practices; assist with implementing solutions and measuring results.
• Provide operational and administrative support, including meeting coordination, documentation management, and project tracking to ensure smooth execution of Sales Operations activities.

Qualifications

• Bachelor’s degree in Business, Finance, MIS or a related field.
• 5+ years of experience in sales operations or a related role within the financial services industry, preferably banking, with exposure to both B2B and B2C environments.
• Proficiency in data analysis and reporting tools; experience with Power BI and CRM systems (Salesforce) is a plus.
• Ability to work independently and influence decision-making through data-driven insights.
• Strong attention to detail and the ability to handle and analyze complex data sets.
• Excellent organizational skills with the ability to manage multiple tasks and priorities.
• Strong interpersonal and communication skills to collaborate effectively across teams.
• Analytical mindset with the ability to draw insights from data and recommend improvements.
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word, Visio).
• Eagerness to learn, adapt, and contribute to a collaborative team environment.

The duties listed above are the essential functions, or fundamental duties within the job classification.  The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.