Director of Sales Operations at Bertram Capital Management

Foster City, California, United States

Bertram Capital Management Logo
Not SpecifiedCompensation
Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Private Equity, Venture Capital, Business Services, Consumer, IndustrialsIndustries

Requirements

Candidates must possess a Bachelor’s degree and a minimum of 8 years of experience in revenue operations, sales operations, marketing operations, or a related role, along with strong proficiency in CRM platforms and marketing automation tools. They should also have experience setting up and optimizing CRM workflows, lead scoring, product management, and contract automation, demonstrated experience in building reports and dashboards with strong analytical skills, and an understanding of B2B sales processes, lead lifecycle management, and go-to-market strategies.

Responsibilities

The Director of Sales Operations will work with business stakeholders across portfolio companies to understand their problems and implement solutions that drive revenue, collaborate with Growth, Engineering, and Data Science teams to align efforts and deliver streamlined solutions, provide solutions related to streamlining, merging, and creation of CRM tools, improve visibility and reporting of customer and lead data, oversee CRM integration with add on acquisitions, optimize CRM and other sales/marketing tools, implement and manage lead scoring models, lead routing, and automation rules, create and maintain dashboards and reports, analyze revenue data to provide insights, support forecasting and budgeting efforts, identify inefficiencies in current revenue operations processes and implement scalable solutions, develop and enforce best practices around data hygiene, pipeline management, and reporting accuracy, and collaborate with sales leaders to optimize sales processes and enhance rep productivity.

Skills

CRM management
Reporting
Business operations improvement
Data visibility
Process streamlining
Lead generation
Sales tool management
Revenue generation

Bertram Capital Management

Private equity firm for business growth

About Bertram Capital Management

Bertram Capital Management focuses on private equity investments, partnering with business owners and management teams to develop companies into industry leaders. The firm raises capital to invest in businesses, utilizing strategic growth capital and proprietary methods like Bertram High and Bertram Labs to facilitate transformation and growth. Unlike many competitors, Bertram Capital emphasizes unique procurement and distribution capabilities, which allow them to serve major online retailers effectively. Their portfolio includes companies such as NEFCO and Status, showcasing their ability to enhance value through strong relationships and U.S.-based manufacturing. The primary goal of Bertram Capital is to increase the value of their investments, generating significant returns for their clients.

San Mateo, CaliforniaHeadquarters
2006Year Founded
$6.1MTotal Funding
VENTURE_UNKNOWNCompany Stage
Venture Capital, Financial ServicesIndustries
51-200Employees

Benefits

Health Insurance
Dental Insurance
Vision Insurance
401(k) Company Match
Unlimited Paid Time Off
Phone/Internet Stipend

Risks

Increased competition in private equity could lead to higher acquisition costs.
Rising interest rates may impact Bertram Capital's ability to finance new acquisitions.
Volatility in global supply chains could affect operations of newly acquired companies.

Differentiation

Bertram Capital uses proprietary processes like Bertram High and Bertram Labs for growth.
The firm focuses on transforming businesses into market leaders through strategic growth capital.
Bertram Capital has a strong U.S.-based manufacturing capability and marquee customer relationships.

Upsides

Bertram Capital won the 2024 Top PE Innovator Award for its innovative practices.
The firm leverages unique procurement and distribution capabilities for top online retailers.
Bertram Capital's acquisition of MSE Supplies expands its reach in advanced materials.

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