Sales Operations Manager at CrowdStreet
Portland, OR, US

We are a team dedicated to transforming the world of commercial real estate (CRE) through technology.  Our online Marketplace gives investors unparalleled access to CRE investment opportunities. Founded in 2014, CrowdStreet believes that the markets are stronger when they are more accessible, transparent, and efficient. For everyone. 

Our momentum is building; we’ve just crossed over the $500 million mark in CRE investing, which demonstrates that online investing is here to stay. We are the winner of the 2019 Rising Star Award in the annual Oregon Technology Awards and the 2018 CRETECH Crowdfunding & Capital Sourcing Award.

Our headquarters are in downtown Portland overlooking Pioneer Square, the “living room” of the city. We offer great benefits, a fantastic culture, and a dog-friendly office. We consider applicants for all positions without regard to race, color, religion, national origin or ancestry, gender, age, disability, veteran status, or any other legally protected status under local, state, or federal law.

About the Role

We are looking for a Sales Operations Manager, reporting to the Director of Sales, who would like to leverage their expertise and passion for Sales Operations at a fast growing FinTech company. As the Sales Operations Manager, you will be responsible for empowering top-line growth through support of the tools, people, and underlying data that drive our Sales Organization success. Our ideal candidate has a proven background and deep appreciation for the frameworks and best practices that help Sales Orgs scale to massive success. We look forward to meeting a data-driven Sales Ops wizard that will help our organization grow to the next level!

What you’ll be Doing


  • Own Salesforce (SFDC) administration for the Sales Organization

  • Initiate a full audit of SFDC and make recommendations on process/workflow improvements, including management of user profiles, role hierarchies, sharing rules, etc 

  • Drive a “Sales Ops Tech Stack” strategy across all “Best of Breed” sales tools in the market, and deliver a plan to Sales Mgt. in your first 100 days that relays your long-term vision 

  • Own and optimize existing sales tools such as, etc.. and determine which to existing tools to keep, in the context of your full plan


  • Drive pipeline analysis and track activity metrics that help inform decisions/actions at the sales rep and sales org level

  • Develop and maintain key operational metrics across the Business Development and Managing Director sales roles

  • Support monthly, quarterly, and annual reporting to the Sales Mgt. organization. 

  • Work in tandem with the Sales Mgt. team on sales quotas and compensation plans. 

  • Track and analyze data on a quarterly basis that help us define territory assignments, processes, and workflows

  • Deliver key recommendations to Sales Mgt. and Executive Leadership during quarterly and annual planning process 


  • Work directly with Sales Mgt. to drive key outreach efforts across the highest impact segments of our target market

  • Work directly with Sales Operations Analyst/Training team members to help support the new hire onboarding process

  • Provide ad hoc support to sales team members on SFDC and other tool related issues, and support ongoing training efforts. 

  • Work with Sales Mgt. to further refine and document key processes across our “Sales Team Playbook”


  • Work with ICP datasets across multiple internal and external data sources, and this data to drive insights and value at the sales rep level

  • Create workflows and own projects that help build a higher quality prospect database

  • Deliver a data plan to Sales Mgt. in your first 100 days that relays your long-term vision (including interdependencies with other key departments) and the added value it will drive to the Sales Org 

What We Must Have

  • 5+ years of experience in a Sales Operations role within a rapidly growing tech company

  • SFDC “expert level admin”, familiar with data structure, workflows and reporting functionalities

  • Ability to manage and optimize all prospect/customer data sets

What is Nice to Have

  • Experience in a FinTech or Commercial Real Estate environment

  • Experience creating predictive scoring models

How to apply

Please submit your resume online with a cover letter stating:

1) Why you’re interested in working for CrowdStreet, and

2) A brief summary of how you meet each of our qualifications (including the “nice to haves”). The best way to do this is to copy/paste the requirements bullets and put a brief answer after each summarizing your relevant experience.