> Markdown version of [/jobs/ext/2625881-data-driven-sales-manager](https://www.wearedevelopers.com/jobs/ext/2625881-data-driven-sales-manager). Every page supports `.md` or `Accept: text/markdown`. Links point to the HTML versions so they work for humans too. Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # data-driven Sales Manager - **Company:** WILLIS JOHNSON & ASSOCIATES, INC. - **Location:** Houston, TX, United States - **Salary:** $120,000.0 - $140,000.0 - **Contract:** Permanent contract - **Skills:** Data Analysis, Performance Tuning, Hubspot - **Published:** August 29, 2026 - **Apply:** https://www.careerbuilder.com/job-details/sales-manager-houston-tx--bf3e21ef-73b8-401c-8576-8c99bb7e3298 ## About the Role * Proven experience managing inside sales or SDR/BDR teams * Strong individual sales performance and ability to lead from the front * Analytical mindset with the ability to diagnose performance issues quickly * Decisive and proactive in addressing challenges * Process-oriented, with the ability to build and refine systems * Proven track record of delivering against performance targets in a metrics-driven environment * Series 65 or willingness to take the Series 65 exam in the first 6 months of employment, Analysis Skills, Asset Management, Call Volume, Certified Public Accountant (CPA), Coaching, Continuous Improvement, Data Analysis, Dental Insurance, Financial Planning, Identify Issues, Inside Sales, Insurance, Leadership, LinkedIn, Marketing Campaign, Meet Sales Quota, Metrics, Onboarding, Performance Analysis, Performance Management, Performance Metrics, Performance Tuning/Optimization, Process Improvement, Retirement Planning, Revenue Growth, Sales, Sales Commission, Sales Management, Sales Strategy, Series 65, Tax Returns, Team Lead/Manager, Team Player, Vision Plan, Wealth Management, Website Conversion ## Description We are seeking a high-impact, data-driven Sales Manager (Player-Coach) to lead our Client Development team and own the performance of our prospect meeting engine. This role is responsible for driving consistent, predictable prospect meeting volume, improving conversion rates, and building a high-performing outbound and inbound sales engine. This role is ultimately accountable for ensuring we consistently hit our weekly prospect meeting targets through a combination of team performance, conversion optimization, and hands-on execution. Why Willis Johnson Wealth? Willis Johnson Wealth is a fast-growing, award-winning, wealth management firm specializing in corporate executives and professionals. We help our clients optimize everything in their personal financial lives from compensation and benefit strategy to tax mitigation, from retirement planning to investments. We also have an in-house CPA team that provides tax preparation for our clients that need it. And with everything we recommend, we put our clients first-all the time, every time. No product sales. No commissions. Straight fee-only financial planning and asset management. The same way we take care of our clients, we invest in our team. Aside from providing a very competitive benefits package including medical, dental, vision, disability/life insurance, 401(k), and PTO, we pride ourselves in supporting personal and professional growth. We encourage and incentivize continued education for all employees and support their participation in educational conferences and events. WJW is also proud to be one of the Best Places to Work for Financial Advisors by Investment News. What Success Looks Like * Team consistently meets or exceeds weekly qualified prospect meeting targets * Improved conversion rates from lead to meeting * Clear visibility into activity, performance, and pipeline metrics * Proactive identification and resolution of performance gaps * A culture of ownership, urgency, and results Key Responsibilities Team Leadership & Performance Management * Lead and coach a team of 3 Client Development Specialists * Set clear expectations and hold the team accountable to performance standards * Monitor daily activity, conversion rates, and pipeline health * Identify performance gaps and implement solutions quickly * Own hiring, onboarding, and performance management * Foster a culture of accountability and continuous improvement Player-Coach Execution * Carry an individual quota (meetings + pipeline/AUM contribution) * Actively prospect through calls, LinkedIn, and multi-channel outreach * Lead by example in activity level, messaging, and conversion performance * Balance time between team leadership (~30%) and individual production (~70%), flexing as needed KPI Ownership * Own: * Weekly meetings set (primary KPI) * Activity volume (calls, LinkedIn, outreach) * Conversion rates (lead meeting) * Pipeline/AUM targets * Build and maintain reporting to track performance and drive decisions * This role is fully accountable for diagnosing performance gaps and implementing solutions to ensure targets are met. Sales Strategy & Optimization * Continuously improve outreach strategies, messaging, and sequences * Analyze performance data to recommend changes * Evaluate and optimize tools (HubSpot, RingCentral, LinkedIn, etc.) * Partner with Marketing to influence campaign strategy, targeting, and messaging based on sales insights and performance data * Make recommendations and drive decisions on tools, workflows, and sales processes to improve team performance ## Related Videos - [Data Science in Retail](https://www.wearedevelopers.com/videos/586-data-science-in-retail) - [Integrate your Cognitive Assistant with 3rd-party DBs and software](https://www.wearedevelopers.com/videos/249-integrate-your-cognitive-assistant-with-3rd-party-dbs-and-software) - [Practical performance tuning for Serverless Java on AWS](https://www.wearedevelopers.com/videos/2075-practical-performance-tuning-for-serverless-java-on-aws) - [Quality of Hire - Measuring The Impact of Talent Acquisition](https://www.wearedevelopers.com/videos/1483-quality-of-hire-measuring-the-impact-of-talent-acquisition) - [Data Science on Software Data](https://www.wearedevelopers.com/videos/162-data-science-on-software-data) - [Tour de Force: Open-Source LLM Inference Optimization from Simple to Sophisticated](https://www.wearedevelopers.com/videos/100099-tour-de-force-open-source-llm-inference-optimization-from-simple-to-sophisticated) ## Related Articles - [Data Analyst Salary in the UK](https://www.wearedevelopers.com/magazine/278-data-analyst-salary-in-the-uk) - [Promotion Interview Questions: How to Answer and Get the Job](https://www.wearedevelopers.com/magazine/413-promotion-interview-questions-how-to-answer-and-get-the-job) - [Data Analyst Salary in Switzerland](https://www.wearedevelopers.com/magazine/276-data-analyst-salary-in-switzerland) - [Data Analyst Salary Austria](https://www.wearedevelopers.com/magazine/275-data-analyst-salary-austria) - [From developer to manager – what does it take to become an engineering manager?](https://www.wearedevelopers.com/magazine/42-from-developer-to-manager-what-does-it-take-to-become-an-engineering-manager) - [Making Data Warehouses Fast: A Developer’s Story](https://www.wearedevelopers.com/magazine/107-making-data-warehouses-fast-a-developer-s-story)