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Bertram Capital is a private equity firm targeting investments in lower middle market companies. Since its inception in 2006, the firm has raised over $4B of capital commitments. Bertram has distinguished itself in the private equity community by combining venture capital operating methodologies with private equity financial discipline to empower its portfolio companies to unlock their full business potential. This approach is unique in that Bertram is not singularly focused on achieving its investment returns through financial engineering and the extraction of near-term cash flow. Instead, Bertram focuses on reinvestment and technology enablement to drive growth and value through digital marketing, e-commerce, big data and analytics, application development and internal and external platform optimization.

Bertram Labs is a dedicated team of technology and marketing professionals that work on projects for our portfolio companies. Our portfolio includes companies in Business Services, Consumer, and Industrials verticals. We enable technology and drive growth through digital marketing, e-commerce, big data and analytics, application development and internal and external platform optimization.

Visit www.bcap.com for more information.

Position Description

We are seeking a Sales Operations Manager with strong experience in CRM management and reporting to improve business operations.

This person will work across a diverse portfolio of companies with a variety of end users, with the main function being improving visibility and reporting of data, streamlining processes, integrating add on acquisitions' CRMs, lead generation, sales tool management, and ultimately driving revenue for Bertram's portfolio companies.

Location

This position is located in Foster City, CA. We have a hybrid work environment and require employees to work onsite at least one day per week.

Responsibilities

• Work with business stakeholders across our 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 for portfolio companies.
• 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 to ensure accurate data collection, automation, and streamlined workflows.
• Implement and manage lead scoring models, lead routing, and automation rules to ensure maximum efficiency.
• Create and maintain dashboards and reports that provide visibility into key performance metrics such as pipeline health, conversion rates, sales velocity, and customer retention.
• Analyze revenue data to provide insights that support decision-making across the organization.
• Support forecasting and budgeting efforts by providing historical trends and scenario analyses.
• Identify inefficiencies in current revenue operations processes and implement scalable solutions that improve workflow and productivity.
• Develop and enforce best practices around data hygiene, pipeline management, and reporting accuracy.
• Collaborate with sales leaders to optimize sales processes and enhance rep productivity by ensuring that they have the right tools, resources, and systems in place.

Requirements

• Minimum of 8 years of relevant experience in revenue operations, sales operations, marketing operations, or a related role
• Strong proficiency with CRM platforms and marketing automation tools.
• 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.
• Understanding of B2B sales processes, lead lifecycle management, and go-to-market strategies.
• Excellent problem-solving skills and the ability to think critically in fast-paced environments.
• Effective communication skills, both written and verbal, with the ability to explain technical concepts to non-technical stakeholders.

Compensation and Benefits

The expected salary range for this position is: $195,000- $225,000 total annual compensation. Offered salary may be based on a variety of factors including skills, experience, and qualifications for the role. After one year of tenure, employees will receive an additional annual bonus.

Comprehensive medical, dental, and vision benefits are provided at no cost to the employee. We offer a generous 401K match as well as a “take what you need” PTO policy.

If hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

Diversity, Equity, and Inclusion

At Bertram Capital we value and celebrate the many perspectives that arise from a variety of cultures, genders, religions, national origins, ages, abilities, socioeconomic status and sexual orientation. Our commitment to Diversity, Equity and Inclusion (DEI) ensures that Bertram is a place that attracts, grows, and promotes top talent from all backgrounds.

When submitting your application, you will have the option to record or upload a one minute video introducing yourself.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Investment Management

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