We are HALO! We connect people and brands to create unforgettable, meaningful, and lasting experiences that build brand engagement and loyalty for our over 60,000 clients globally. With over 2000 employees, 1,100 Account Executives and 40+ sales offices across the United States, HALO is the global leader of our $25B industry.

The Sales Operations Manager plays a critical role in supporting the launch and ongoing success of our new Business Development unit within the promotional products industry. This leader is responsible for building the operational infrastructure, tools, and processes that enable our Business Development team to identify, pursue, and close new client opportunities. The role blends strategic planning, data analysis, workflow design, forecasting, project management, and cross-functional coordination to ensure our sales engine runs efficiently and consistently. This is a highly collaborative position that partners closely with Business Development Leaders, Account Executives, Marketing, Finance, Supply Chain, and Vendor Relations to remove friction from the sales cycle and support scalable growth.

Responsibilities:

Sales Process & Infrastructure

• Design, implement, and continuously improve sales processes for the new business development function, including lead intake, qualification, quoting, pricing, and handoff to account teams.
• Establish operational playbooks, workflow documentation, and standardized procedures to ensure consistency and scalability.
• Evaluate and refine the opportunity lifecycle (from prospecting through closed w-on) to maximize conversion rates.

Systems Management & Enablement

• Own CRM administration (e.g., Salesforce, HubSpot, Commonsku) for the Business Development team, including reporting, workflow automation, dashboards, and data integrity.
• Implement tools that support prospecting, outreach, quoting, and client engagement specific to the promotional products industry.
• Train new hires on systems and processes to accelerate ramp up- time.

Pipeline Management & Forecasting

• Build and manage dashboards that give leadership real time- visibility into pipeline health, funnel metrics, win/loss trends, and performance against revenue targets.
• Partner with Business Development Leadership to drive weekly pipeline reviews and ensure data accuracy.
• Analyze historical sales patterns and seasonal buying behavior in the promotional products space to forecast demand and revenue.

Pricing, Quoting & Vendor Coordination

• Develop pricing guidelines, margin targets, and quote templates tailored to new business- pursuits.
• Partner with Vendor Relations to secure pricing, samples, and production timelines for new opportunities.
• Ensure quotes are accurate, competitive, and aligned with company profitability expectations.

Operational Support for New Business Unit

• Identify and eliminate bottlenecks that impede speed to- quote or speed- to- -close.
• Build an intake process for custom projects, RFPs, and client concepting requests.
• Support marketing campaigns and outreach efforts by providing data insights and segmentation.

Data Analysis & Performance Reporting

• Analyze sales performance, conversion rates, deal cycle times, and sourcing trends to drive decision making-.
• Produce monthly, quarterly, and annual reporting packages for senior leadership.
• Recommend strategic improvements to increase revenue, enhance client experience, and optimize team productivity.

Cross-Functional Collaboration

• Partner with Finance to support budgeting, incentive plans, and revenue tracking.
• Coordinate with Supply Chain, Creative, and Program/Project Management to ensure seamless execution of new client onboarding.

• 5+ years of experience in Sales Operations, Revenue Operations, or Business Operations.
• Experience in promotional products, marketing services, branded merchandise, or similar industry with product sourcing and vendor coordination.
• Strong knowledge of CRM platforms and reporting/dashboard tools.
• Exceptional analytical skills with the ability to turn data into insights and actionable recommendations.
• Strong process design and project management capabilities.
• Excellent communication skills and ability to influence without authority.

Preferred Qualifications

• Experience supporting a newly formed or rapidly scaling sales organization.
• Background working with distributor side- platforms/tools (e.g., ASI, SAGE, PPAI systems).
• Understanding margin structure, cost of- -goods, and pricing strategy for branded merchandise.
• Familiarity with outreach automation, desk operations, or quoting platforms.

Compensation: The estimated salary range for this position is between $85,000 - $110,000 annually. Please note that this pay range serves as a general guideline and reflects a broad spectrum of labor markets across the US. While it is uncommon for candidates to be hired at or near the top of the range, compensation decisions are influenced by various factors. At HALO, these include, but are not limited to, the scope and responsibilities of the role, the candidate's work experience, location, education and training, key skills, internal equity, external market data, and broader market and business considerations.

Benefits: At HALO, we offer benefits that support all aspects of your life, helping you find a work-life balance that’s right for you. Our comprehensive benefits include nationwide coverage for Medical, Dental, Vision, Life, and Disability insurance, along with additional Voluntary Benefits. Prepare for your financial future with our 401(k) Retirement Savings Plan, Health Savings Accounts (HSA), and Flexible Spending Accounts (FSA).

Application Information: To apply to this opportunity, click the APPLY button at the top right or very bottom of the screen to complete our online application. A resume is optional, so you may choose to upload and have the application prefill with your information. There are 5 sections to complete in total, including General information, Work History, Education, Compliance, and optional demographic questions. Once you have successfully submitted your application, you will receive a submission confirmation email from our system.

Application Deadline: Applications are reviewed and processed only when there is a specific need or opportunity, rather than on a fixed schedule or at a set deadline. Because they are reviewed on an as-needed basis, a job posting will be removed once the position has been filled or is no longer available.

More about HALO

• At HALO, we unleash the energy of our client's brands and amplify their stories to capture the attention of those who matter most. For that reason, more than 60,000 small- and mid-sized businesses work with HALO and have made us the global leader of the branded merchandise industry.
• Career Advancement: At HALO, we love promoting from within. Internal promotions have been the key to our exponential growth in the last few years. With so many industry leaders at HALO, you'll have the opportunity to accelerate your career by learning from their experience, insights, and skills and gain access to HALO's influential global network, leadership experiences, and diverse thinking.
• Culture: We love working here and know that you will too. You can expect a positive culture of ingenuity, inclusion, and relentless determination. We push the limits of possibilities and imagination by staying curious, humble, and provocative in order to break through yesterday's limit. Diversity is the source of our creativity and we thrive when each of us contributes to an inclusive culture of respect, dignity, and equity mindset in everything we do. We keep our promise for excellence with an unrelenting commitment to achieving results and supporting one another to stay accountable, transparent, and dependable.
• Recognition: You're going to succeed here, and you can count on us to celebrate your wins. Colleagues across the company will join in recognizing your big milestones and nominate you for awards. Over time, you'll earn so much recognition that you can convert into gift cards, trips, concerts, and merchandise at your favorite brands.
• Flexibility: We pride ourselves on flexible schedules that help you find a balance between professional and personal demands. We believe that supporting our customers is the priority and trust that you and your manager will find a schedule to achieve that priority.

HALO is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We insist on an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, pregnancy (including childbirth, lactation and related medical conditions), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by applicable law. Inclusion is a core value at HALO and we seek to recruit, develop and retain the most talented people.

HALO participates in E-Verify. Please see the following notices in English and Spanish for important information: E-Verify Participation and Right to Work.

HALO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need reasonable accommodation because of a disability for any part of the employment process – including the online application and/or overall selection process – you may email us at hr@halo.com. Please do not use this as an alternative method for general inquiries or status on applications as you will not receive a response. Reasonable requests will be reviewed and responded to on a case-by-case basis.