Note: The job is a remote job and is open to candidates in USA. Finance of America helps homeowners aged 55 and older access their home equity through reverse mortgage solutions. The Manager, Sales Optimization will improve the effectiveness, consistency, and efficiency of Retail Sales execution by evaluating processes and performance, leading optimization projects, and partnering cross-functionally to implement practical improvements.
Responsibilities
- Evaluates sales processes, workflows, and practices to identify opportunities to improve efficiency, consistency, productivity, and sales execution
- Partners with Retail Sales leaders and frontline teams to understand operational challenges, performance barriers, and opportunities for improvement
- Develops and implements process improvements that simplify sales execution while supporting business, customer, and compliance requirements
- Collaborates cross-functionally with business partners to evaluate, prioritize, and implement initiatives that affect the Retail Sales organization
- Analyzes sales performance data, process metrics, trends, and stakeholder feedback to identify root causes and recommend actionable improvements
- Applies firsthand sales management experience to ensure optimization initiatives address practical business needs and support effective frontline execution
- Leads cross-functional sales optimization projects from problem identification and solution design through implementation, adoption, and measurement
- Establishes measures of success for optimization initiatives and evaluates results to determine effectiveness and opportunities for continuous improvement
- Supports the rollout and adoption of new or revised sales processes, tools, workflows, and business practices by coordinating with appropriate stakeholders
- Communicates recommendations, project status, performance insights, and business impacts clearly to sales leaders and cross-functional partners
- Promotes consistent execution of sales processes while ensuring optimization efforts remain aligned with applicable organizational, regulatory, and compliance requirements
- Performs other duties as assigned
Skills
- Minimum 5 years of related experience in sales management, sales operations, sales optimization, process improvement, or related disciplines
- Demonstrated experience managing a sales team with responsibility for sales performance, coaching, execution, and operational effectiveness
- Demonstrated experience evaluating and improving sales processes, workflows, or operating practices
- Strong cross-functional collaboration and stakeholder-management skills with the ability to influence outcomes without relying solely on direct authority
- Strong analytical and problem-solving skills with the ability to translate sales data, operational information, and stakeholder feedback into actionable recommendations
- Demonstrated project-management skills with the ability to coordinate multiple stakeholders and move initiatives from identification through implementation
- Strong understanding of sales processes, sales management practices, performance drivers, and frontline sales operations
- Demonstrated ability to manage change and support adoption of new processes, tools, and ways of working
- Strong written and verbal communication skills with the ability to communicate effectively with frontline employees, managers, and senior leaders
- Ability to balance strategic objectives with practical implementation considerations in a fast-paced sales environment
- Bachelor's Degree
- Business Administration, Sales, Marketing, Operations, Communications, or related field
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- Life insurance
- Paid time-off benefits
- Flexible spending account
- 401(k) with employer match
- ESPP
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