Manager – Sales Finance & Operations

Welcome to Frontline Managed Services where innovation technology and efficiency converge to redefine the landscape of IT Financial and Administrative Managed Services for legal and professional service firms. As pioneers in the industry we are driven by a relentless commitment to excellence.

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We dont just follow industry standards; we set them. Our dynamic environment thrives on pushing boundaries and embracing challenges. We are more than a workplace; we are a community of forward-thinkers dedicated to shaping the future.

Position Overview

The Manager Sales Finance & Operations will serve as a strategic business partner to Sales Marketing Finance Operations and Executive Leadership. This role is responsible for strengthening revenue performance improving forecast accuracy governing CRM and commercial data and delivering financial and operational insights that support profitable growth. The position combines sales finance revenue operations business intelligence deal economics and process transformation to build a scalable operating model for organic growth and future business expansion.

Key Responsibilities

• Lead revenue forecasting pipeline reviews bookings analysis ARR reporting and sales performance tracking across monthly quarterly and annual planning cycles.
• Partner with Sales leadership to identify revenue risks upside opportunities pipeline gaps conversion trends and performance improvement actions.
• Own CRM governance data integrity pipeline hygiene opportunity accuracy and sales process compliance including reporting standards and definitions.
• Develop executive dashboards and KPIs covering ARR bookings revenue pipeline coverage win rates churn customer profitability gross margin forecast accuracy and sales productivity.
• Support pricing commercial deal review customer profitability analysis renewal economics discount evaluation margin requirements and executive approval materials.
• Administer and analyze sales compensation programs including commission models calculation validation alignment with company objectives and transparency for Sales stakeholders.
• Partner with Marketing to evaluate lead generation campaign effectiveness marketing ROI pipeline contribution and conversion performance.
• Establish scalable Sales Finance and Sales Operations processes connecting opportunity contract ARR billing revenue and cash.
• Drive automation standardization KPI consistency reporting improvements CRM data quality and continuous process transformation.
• Provide strategic analysis on growth opportunities customer segmentation pricing optimization cross-sell and upsell potential retention sales productivity and capacity planning.

Qualifications

• CA CPA CFA or equivalent qualification preferred.
• 810 years of experience in Sales Finance Revenue Operations Sales Operations FP&A Commercial Finance Analytics or a related function.
• Strong understanding of ARR recurring revenue bookings pipeline forecast accuracy revenue recognition concepts customer profitability gross margin EBITDA and cash flow.
• Demonstrated experience partnering with Sales Finance Operations Marketing and executive stakeholders.
• Hands-on CRM experience preferably HubSpot or Salesforce with strong governance pipeline management and reporting capabilities.
• Advanced Excel skills and experience with Power BI Tableau or similar business intelligence tools.
• Strong financial modeling analytical communication presentation and stakeholder management skills.
• Experience in managed services SaaS technology professional services PE-backed or recurring-revenue environments preferred.
• Experience with ERP systems such as NetSuite and exposure to M&A or integration activity preferred.

Preferred Qualifications

• CA CPA CFA or equivalent qualification preferred.
• Hands-on experience with HubSpot/Salesforce advanced Excel and BI tools such as Power BI/Tableau.
• Experience in SaaS managed services technology or recurring-revenue environments with exposure to NetSuite or M&A integration.

Key Competencies

• Financial acumen and commercial judgment.
• Strong analytical thinking and ability to translate data into executive-level recommendations.
• Business partnership mindset with the ability to constructively challenge and influence stakeholders.
• Process orientation ownership accountability and a bias toward execution.
• Ability to balance sales growth objectives with pricing profitability and operational discipline.

Not Sure You Meet Every Requirement

We know that great candidates may not match every qualification listed. If youre excited about the role and believe you could be a strong fit we encourage you to apply. We value potential and a growth mindset as much as experience.

Join Us

At Frontline Managed Services we celebrate different backgrounds experiences and perspectives. We are committed to building a team that reflects the clients and communities we serve.

We are an equal opportunity employer. All applicants will be considered for employment without attention to race color religion sex sexual orientation gender identity national origin veteran or disability status.