Job Description

About the role

The Sales Operations Manager plays a critical role in driving sales effectiveness, forecasting accuracy, and operational excellence across the Carrier HVAC sales organization. This role partners closely with Sales Leadership, Sales Enablement, Finance, Supply Chain, Marketing, and Channel teams to translate strategy into execution through planning, analytics, process optimization, and performance management.
This individual is responsible for delivering data-driven insights and scalable reporting to support sales leadership and revenue growth.

Key Responsibilities

Sales Planning & Performance Management

• Develop and manage share performance dashboards, KPIs, and executive-ready reporting.
• Drive forecast accuracy through customer-driven demand planning, pipeline hygiene, and cadence reviews.

Analytics & Insights

• Correlate and synthesize key sales performance metrics from multiple data sources into executive-ready dashboards and reporting using Power BI and/or Tableau
• Translate complex data into actionable insights related to revenue, share growth, channel performance, and customer segmentation.
• Support scenario planning and what-if analysis to inform strategic decisions.
• Built KPI reporting packs and automated extracts, improved speed to insight for weekly leadership reviews.

Process Optimization & Governance

• Establish clear operating rhythms and governance across Sales, Operations, and Supply Chain.
• Identify gaps, risks, and opportunities in execution and recommend corrective actions.

Cross-Functional Collaboration

• Support distributor and customer business reviews with standardized insights and planning targets.
• Enable alignment between demand signals and factory capacity planning.

Tools & Enablement

• Power BI (modeling DAX), Tableau (dashboards), Salesforce (pipeline reporting), Power Automate, SAP
• Serve as a voice of the field in tool and process design.
• Partner with Enablement teams to reinforce best practices and change adoption.

Required Qualifications

• Associate degree
• 3 + years of experience in Sales Operations, Revenue Operations, and/or Business Operations.
• 2 + years of hands-on experience in Power BI, Salesforce, and/or Tableau

Preferred Qualifications

• Bachelor’s degree (BA/BS) in Business, Finance, Analytics, or related field.
• Demonstrated analytical experience producing performance reporting; built and maintained 3+ KPI dashboards and 1+ executive reporting pack.
• Proven ability to influence without authority in a matrixed environment (e.g., led 2+ cross-functional initiatives/workstreams to completion).
• Working knowledge of Salesforce reporting and data structures
• Experience in data modeling (DAX), dashboard buildout, workflow automation
• Experience in HVAC, manufacturing, or channel-based sales environments.
• Familiarity with SIOP processes
• Exposure to SAP
• Strategic thinking with strong execution discipline
• Data-driven decision-making
• Change management and process leadership
• Executive communication and storytelling with data