Sales Operations Manager at Melio (Greater Denver Area, CO)

| Greater Denver Area
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We want YOU to be a founding member of the new Denver FaMelio! As the fastest growing fintech company in the United States, the Melio team is expanding to Denver to continue to impact and aid small businesses across the country. We are looking for collaborative, transparent and hardworking team members to help grow and scale this new office!

As a Sales Operations Manager, you will play a vital role within the go-to-market (GTM) teams at Melio. Working on the larger GTM Operations team, you will be the primary operational partner for one of Melio’s Sales teams and act as a key partner for their team leadership. This role is essential to scale our team and processes and ensure we are approaching the business in an efficient and effective way. 

Melio’s Sales teams vary in focus and operational needs, and can include:

  • Managing a fast-paced, high-volume inbound flow that requires complex account prioritization and routing logic. 
  • An understanding of “marketing” and the rhythm of working with Marketing to refine account prioritization, and lead/account statuses (e.g. MQL, SAL, SQL) and how to work with active pipeline, nurture categories. 
  • Analytics and adjusting processes ongoing to maximize productivity and capacity. Complete data analysis with large data sets to gather insights required to make key business decisions, such as retention/churn analysis, product adoption metrics, account tiering, retention forecasting, account health, NPS, adoption, etc. and set and measure KPIs.
  • Easily traversing conversations with Sales reps, sales leadership, Customer Success, Marketing, Salesforce, Partnerships, and Data Analytics teams to advocate for the team and arrive at the right solution for the business,
  • Ensuring that the Sales org is operationally prepared to engage with accounts from multiple sources. 
  • Provide project / program management for internal projects and manage day-to-day operations (e.g., reporting and analysis) as well as acting “internal consultant” for leadership to align on goals and execution.
  • Define and document key processes across the Melio Customer Lifecycle (e.g. account handoff, proactive touch points, cross-functional coordination, business reviews)
  • You will show success through deep detail orientation, planning, project management, advanced problem solving, performance measurement, communication, domain expertise, and the passion to continue to build our business!

How you’ll make an impact:

  • Partner closely with Sales/Customer Success leadership in one of Melio’s sales/CS teams as both a thought partner and operational leader to drive strategy and solutions needed to accelerate growth.
  • Act as the operational representative for a Sales/CS organization, engaging with multiple partners and projects across the business (e.g. Marketing events, referral/community programs, Salesforce development, data analytics) 
  • Consult on and capture/document in-depth business requirements for technology and data analysis needs.
  • Engage proactively to build processes and logic, developing requirements for channel Lead prioritization and routing.
  • Partner with Enablement to create and sustain training and onboarding materials for Sales and Customer Success.
  • Drive process/playbook documentation, and prioritize improvements based on business needs. Define and document key processes across the Melio Customer Lifecycle (e.g. account handoff, proactive touch points, cross-functional coordination, business reviews)
  • Support leadership to set goals, targets, measure performance, and  workforce/team planning. Customize and create team reports and dashboards for performance monitoring and measurement. 

What we’d love to see: 

  • 4+ years of Sales Operations experience, preferably in a high-growth startup
  • Strong understanding of Salesforce and data structures
  • Demonstrable experience detailing business requirements for cross-functional projects and internal technology teams to utilize
  • Experience with payments management technology, process improvement or workflow implementation is a plus
  • Understanding of or experience working with Accountants/Accounting
  • Data savvy with excellent skills in Excel/Google Sheets + BI tools, and Salesforce, and helpful to have experience with Sales/CS tools (Truly, Gong, Outreach, CSM, etc.)
  • SQL skills and a strong ability to use data to understand workflows and assess operational effectiveness
  • Fintech / SaaS experience is a plus

Compensation, Benefits and Perks:

  • 100% health insurance coverage on selected plans (medical/dental/vision)
  • 401K matching
  • Equity
  • Flexible PTO
  • Weekly lunch perks
  • Fitness classes
  • Plenty of fun team activities
  • Extensive career growth and development opportunities throughout a growing startup
  • Base compensation range is $100,000-$120,000 with total compensation for the role including an additional variable component, for up to 100% of the agreed upon base salary

About us: 

When we started Melio, we wanted to build more than an efficient Accounts Payable tool. We wanted to build a service that helps small businesses keep up with business. Melio is a B2B payments experience that not only saves time but also significantly improves cash flow. We aim to make the payment workflow so simple it helps businesses focus on their customers, not their back office. With a company that works in the heart of Soho, the Melio team has continued to grow exponentially. Our FaMelio is made up of hardworking go-getters. We love to celebrate the successes of our team, and the continued success of our growing company! 

Here at Melio, culture is one of our biggest priorities. We champion a team that fosters diversity and inclusivity in all aspects. Regardless of gender, age, race, nationality, sexual orientation, parental status, or disability, Melio will consider all qualified applicants during our process as we are proud to be an equal opportunity employer. Even if you’re on the fence about applying to an open role, please throw your specs in the mix -- we’d love to connect with you!

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Technology we use

  • Product
  • Sales & Marketing
    • AsanaManagement
    • Google DriveManagement
    • Google DocsManagement
    • Google SlidesManagement
    • JIRAManagement
    • Monday.comManagement
    • SmartsheetManagement
    • HubSpotCRM
    • IntercomCRM
    • SalesforceCRM
    • ZendeskCRM
    • LinkedIn NavigatorCRM
    • CrunchbaseCRM
    • MailChimpEmail
    • Google SuiteEmail
    • ZoomInfoLead Gen


Located in the heart of Downtown Denver, just blocks from Union Station, the Dairy Block and Coors Field.

An Insider's view of Melio

What are some social events your company does?

As part of LatinX Heritage Month, we have had many events diving into the culture through Salsa dance lessons, amazing food from small LatinX owned businesses, and even an employee led panel about LatinX in tech. Melio is extremely intentional about having fun while also learning through company wide programming.

Jeovanie Fernandez

Learning and Development Specialist

What projects are you most excited about?

The team has worked cross-functionally to get Employee Resource Groups up and running. We have cohorts focusing on DEI initiatives, volunteering opportunities within the community, cultural partnerships to foster learning and development, and much more. We are constantly getting the team involved to promote learning and development across Melio.

Roohi Ahuja

Diversity, Equity and Inclusion Manager

How does the company support your career growth?

I have grown from an associate to a senior associate and now into a manager and have received tremendous amounts of support and mentorship from leadership along the way. The team has really set me up for success with regard to my personal growth, as well as ensuring that I am prepared to help my peers and direct reports succeed.

Hannah Wolfberg

Payment Operations Recovery Manager

How do you make yourself accessible to the rest of the team?

Accessibility starts with creating a strong team bond and safe working space. We do daily team stand-ups to reflect on deliverables and work together to solve any bottlenecks. Along with weekly one-on-one meetings, we are always in touch throughout the day on Slack. My goal is to create an environment where people feel great working with leaders!

Debbie Stevens

Head of Sales & Customer Success Operations

How does your team reward individual success?

The team is constantly learning and growing from each other. Alongside a live shout-out Slack channel, during weekly meetings with the entire team leaders are highlighting the people that had a strong week or made impact on a colleague. Being a top performer and great team player never goes unnoticed, and we work together to bring success entirely!

Patrick O'Neill

Account Executive

What are Melio Perks + Benefits

Melio Benefits Overview

Here at Melio, our culture and our people are some of the company's biggest priorities. We champion a team that fosters diversity and inclusivity in all aspects. We champion and continue to build upon our employee experience, which drives collaboration, transparency and overall development on an individual and team level.

Volunteer in local community
Melio participates in local volunteer activities that focuses on supporting small businesses across the country.
Open door policy
OKR operational model
Team based strategic planning
Pair programming
Open office floor plan
Flexible work schedule
Remote work program
Melio is currently working from home due to the circumstances of COVID-19. We have continued to keep our culture and employee experience at top of mind to create the best working environments.
Documented equal pay policy
Dedicated diversity and inclusion staff
Highly diverse management team
Melio is proud to have a management team that is as diverse as our staff, and we work collaboratively to focus on continuous improvements of our DEI initiatives.
Mandated unconscious bias training
All hiring managers at Melio go through an intensive unconscious bias training to ensure that we are continuing to champion diversity and inclusion, especially with hiring!
Diversity manifesto
Mean gender pay gap below 10%
Diversity employee resource groups
We have DEI Resource Groups that our employees are heavily involved in. And if we don't have the resource group that an employee is looking for, they are encouraged to lead it!
Hiring practices that promote diversity
Diversity, Equity and Inclusion is top of mind while hiring. We do hiring manager training specifically designed around continuing to promote DEI in the Melio team.
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Melio offers healthcare benefit options where we fully cover the monthly cost of select programs.
Vision insurance
Melio offers healthcare benefit options where we fully cover the monthly cost of select programs.
Health insurance
Melio offers healthcare benefit options where we fully cover the monthly cost of select programs.
Life insurance
Pet insurance
Wellness programs
Team workouts
Melio's team fitness initiatives include in-office yoga, in-office fitness classes, even virtually as well!
Mental health benefits
Melio provides the Employee Assistance Program through JustWorks. We also provide direct counseling services along with tools through JustWorks to continuously promote positive mental health!
Financial & Retirement
401(K) matching
Melio automatically grants 3% to all employees.
Company equity
Employee stock purchase plan
Performance bonus
Charitable contribution matching
Melio has continued to keep our community top of mind, where we continue to run programs to donate and match charitable contributions to organizations around the world.
Child Care & Parental Leave Benefits
Childcare benefits
Melio has granted a child care stipend to employees to cope with the difficulties of COVID-19.
Generous parental leave
Family medical leave
Company sponsored family events
Vacation & Time Off Benefits
Generous PTO
Paid volunteer time
Paid holidays
Paid sick days
Office Perks
Commuter benefits
Melio offers pre-tax commuter benefits for all employees.
Company-sponsored outings
Free snacks and drinks
Melio has a fully stocked kitchen including unlimited snacks, coffee, tea and much more!
Some meals provided
Employees get free lunch on Thursday. We have implemented a Seamless partnership that subsidizes free meals while working from home due to COVID-19.
Company-sponsored happy hours
Pet friendly
Recreational clubs
Home-office stipend for remote employees
We have provided a stipend to be sure our employees have the best working environment while working from home due to COVID-19.
Onsite gym
Professional Development Benefits
Job training & conferences
Melio offers employees professional development opportunities like Annual individual budget for training, Onsite training courses, The ability to attend job related conferences and seminars.
Lunch and learns
Promote from within
Mentorship program
Continuing education available during work hours
Customized development tracks
Paid industry certifications

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