Panorama Education: Sales Operations Manager

About Panorama:

Panorama Education, based in Boston, is a fast-growing technology startup focused on radically improving education. Today, 900 school systems serving ten million students have adopted the Panorama platform as paying customers including the entire states of Iowa and Hawaii as well as large districts like New York City, San Francisco, and Dallas. School systems turn to Panorama to ensure that each child is getting the support they need, so that more students succeed in school, graduate, and go on to college. Panorama helps educators monitor how students are doing across academics, attendance, behavior, and college readiness, and then coordinate action to support each child. Panoramas platform also helps educators collect data about non-academic factors that are key to each childs success in school and in life, such as social-emotional skills, safety, teacher-student relationships, and family engagement. Panorama has raised $45 million from Emerson Collective, YCombinator, Spark Capital, Owl Ventures, Uncork, and others.

About the Role:

The Sales Operations Specialist will support people across the sales team (and company) with questions about business processes and how to use Salesforce and other SaaS tools. They will listen to feedback on how our processes can improve and then implement and roll out changes with support from the Business Ops team and the Director of Outreach Operations.


  • Manage complex projects and ensure smooth rollout across teams
  • Assist with Salesforce administration:
    • Managing data uploads
    • Configuring lead assignment rules
    • Adding fields
    • Creating validation rules
    • Using process builder
    • Integrating new apps/tool
    • Creating workflows
    • Building reports/dashboards
  • Manage various SaaS tools used by the team including, InsightSquared, and HubSpot and improve efficiency and adoption
  • Create and maintain documentation on sales processes, policies, and relevant sales training materials and assist with onboarding new sales talent
  • Support the team with contracts and compliance
  • Analyze data to support broader sales strategy
  • Work cross-functionally to ensure consistent systems and processes company-wide
  • Lead meetings for various teams and projects
  • Build and help to standardize business reporting for strategic analysis and internal business review
  • Support the submission process for RFPs

What We Are Looking For

  • Demonstrated success in a sales ops, business ops, or similar role
  • Proficiency or expertise in using the backend of Salesforce for admin tasks
  • Independent learner, with demonstrated history of working towards Salesforce admin proficiency (e.g. Trailhead, other online courses, or work experience)
  • Analytical and demonstrated ability to identify key business insights through data analysis
  • Experience or interest in learning how to create new strategies, processes and structures
  • Detail oriented; comfortable keeping records in online systems and managing other people to deadlines
  • Ability to communicate key information quickly and effectively at the headline and detailed level
  • Ability to manage multiple priorities and tasks; proven organizational and project management skills in a fast-paced environment
  • 1-3 years of professional experience in a related role
  • Experience working in sales, K-12 education, or both is a plus
  • Demonstrated passion for helping to improve schools
  • Proficiency in Yesware, InsightSquared,, or HubSpot preferred

Panorama Education is dedicated to building a diverse and inclusive company because we serve students, educators and families from tremendously diverse backgrounds and identities across the country; weve seen how our product and impact are strengthened the more we reflect that diversity. In addition, we have found (and we believe the research) that diverse teams are higher-performing, and we embrace the varied perspectives that our team members share with each other. As such, we are Equal Opportunity Employer.


Employee Testimonials

Jacob Evelyn
Software Engineer

I love working at Panorama Education because... I get to see the human side of engineering work. We're solving hard technical problems, but not to show more ads to people who don't want them—we're solving hard problems to make people's lives better. Period. Getting to talk to educators and see the impact of the work we do is what gets me excited for work every single day.

Sarah Robinson
Product Manager

I love working at Panorama Education because... we truly lead with our mission. When we consider a new feature for a product, we do not ask, "Will this lead more people to buy our product?" We ask, "Will this help educators improve students' outcomes?"

Stephen Eckenrode
Software Engineer

I love working at Panorama Education because... I get to help build products that really make a difference in the schools we work with.  It’s really cool to be able to come to work, solve hard problems, and see the effect we have at the end of the day.

Mitch Peabody
Lead Software Engineer

I love working at Panorama Education because... the engineering culture is thoughtfully deliberate about delivering high quality products that meaningfully impact the lives of students.