Customer Onboarding and Sales Operations Manager

Customer Onboarding and Sales Operations Manager – Franklin, TN

Pay Range: $100K–$150K (Based on Experience)

Job Type: Full-Time

Location: Franklin, Tennessee

Job Description

A high-growth healthcare and aesthetics brand is hiring a full-time Customer Onboarding and Sales Operations Manager to lead both the onboarding experience for new clients and the operational backbone of our sales processes. This hybrid role is ideal for a detail-driven, systems-oriented professional with experience managing CRM workflows, account setup, and cross-functional collaboration.

As our customer onboarding specialist and sales operations manager, you’ll drive the full lifecycle from client activation to performance reporting. You’ll ensure commercial master data is accurate and controlled, sales territories are aligned, and operational systems (CRM, ERP, HubSpot, Salesforce) run smoothly.  If you're searching for customer onboarding jobs or sales and operations manager positions that offer autonomy, impact, and professional growth, this is your opportunity to thrive in a role that directly supports customer satisfaction and revenue growth

Key Responsibilities

• Design, manage, and optimize all customer onboarding processes, including master data management and compliance protocols
• Own the full customer setup lifecycle: from initial request to account activation in CRM, ERP, and internal systems
• Act as the primary point of contact for all customer onboarding specialist-related inquiries, SLAs, and escalations
• Collaborate with sales, legal, finance, and IT to gather, validate, and track data with precision
• Monitor and report on customer onboarding cycle times, backlog, and operational performance
• Oversee sales territory assignments, rep mapping, and territory realignment in CRM tools
• Lead documentation and workflow improvements for sales operations manager responsibilities
• Generate and analyze sales dashboards and reports to drive forecasting, coverage planning, and performance reviews
• Train sales and operations staff on CRM workflows, onboarding protocols, and system updates
• Drive continuous improvement across sales and onboarding tools with support from IT

Qualifications

• Bachelor’s degree in Business, Operations, or a related field (or equivalent experience)
  
• 3–5 years of experience in sales operations, customer onboarding, or order-to-cash management
  
• Proficiency in Salesforce, HubSpot, NetSuite, SAP, or similar CRM/ERP platform
  
• Strong command of Excel, reporting dashboards, and operational systems
  
• Experience developing and managing onboarding workflows, SOPs, and compliance standards
  
• Excellent organizational and project management skills
  
• High attention to detail and ability to prioritize multiple concurrent projects
  

Skills

• CRM and ERP administration (HubSpot, Salesforce, NetSuite)
  
• Cross-functional collaboration and stakeholder communication
  
• Strategic problem-solving and process documentation
  
• Data analysis and reporting using Excel and CRM tools
  
• Territory and account mapping
  
• Ability to work independently and proactively in a fast-paced environment
  
• Clear communicator with strong presentation and documentation skills
  

Salary & Job Benefits

• Competitive salary: $100K–$150K depending on experience
  
• Health, dental, and vision insurance
  
• 401(k) with employer match
  
• Generous PTO, paid holidays, and sick leave
  
• Professional development support and growth opportunities
  
• Flexible, supportive work culture with strong leadership
  
• Access to employee perks in the aesthetics industry
  

Ideal Candidate Profile

You’re an experienced customer onboarding specialist or senior sales operations manager who thrives in a fast-paced environment and knows how to scale systems for efficiency. You have a proven track record of leading cross-functional teams, aligning operations to revenue goals, and managing tools that drive business clarity. If your resume for customer onboarding or sales operations manager job shows agility, ownership, and passion for improvement—we want to hear from you.

Location – Franklin, TN

This is a full-time, in-person position based in Franklin, Tennessee, a growing hub just outside of Nashville. Candidates must be authorized to work in the U.S. and have prior experience with remote collaboration and digital systems.

Apply Now – Sales Operations & Customer Onboarding Job

We’re actively hiring for a Customer Onboarding and Sales Operations Manager to help scale our revenue engine from the inside out. If you have the skills, experience, and energy to improve sales operations and client onboarding from day one—apply now and help us create seamless, scalable systems that drive growth.