Director of Sales Operations
Bertram Capital ManagementCalifornia, United States
Posted May 20, 2025
195000 - 225000 USD year
Full Time
About the Company
Bertram Capital is a private equity firm targeting lower middle market companies with operationally-focused value creation strategies.
Job Description
Bertram Capital is seeking a Director of Sales Operations to improve business operations across a diverse portfolio of companies. The ideal candidate will have strong experience in CRM management and reporting, with a focus on streamlining processes and driving revenue.
Requirements
- Bachelor’s degree
- Minimum of 8 years of relevant experience in revenue operations, sales operations, marketing operations, or a related role
- Strong proficiency with CRM platforms and marketing automation tools
- Experience setting up and optimizing CRM workflows, lead scoring, product management, and contract automation
- Demonstrated experience in building reports and dashboards, with strong analytical skills
- Understanding of B2B sales processes, lead lifecycle management, and go-to-market strategies
- Excellent problem-solving skills and the ability to think critically in fast-paced environments
- Effective communication skills, both written and verbal, with the ability to explain technical concepts to non-technical stakeholders
Benefits
- Comprehensive medical, dental, and vision benefits
- Generous 401K match
- “Take what you need” PTO policy
- Annual bonus after one year of tenure
