New sales operations leaders should first solve fundamental problems like data accuracy. This initial, tangible win builds trust with sales leaders, earning them the right to contribute to broader business strategy later, rather than coming in 'too hot' with complex ideas.

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New SDRs get overwhelmed when forced to learn industry nuances first. A better approach is to prioritize mechanics (CRM, scripts), then knowledge (personas), and finally the 'art' of sales, which develops over time. This builds confidence and allows them to execute quickly while they learn.

Mops teams become respected strategic partners when they stop passively accepting requests and start asking "why." By questioning the goal behind a task and suggesting better approaches, they demonstrate expertise and train stakeholders to treat them as advisors, not a fast-food drive-thru.

To drive data discipline, a RevOps leader should consistently review a core set of metrics with the executive team. This forces their own team to come prepared with answers. This scrutiny trickles down, as sales leaders learn which metrics matter and begin proactively reviewing them with their own business partners.

A sales leader's value isn't in managing from headquarters. It's in being on the front lines, personally engaging in the most challenging deals to figure out the winning sales motion. Only after living in the field and closing landmark deals can they effectively build a playbook and teach the team.

First-time leaders often feel pressure to have all the answers. Instead, they should embrace a "beginner's mind," openly admitting what they don't know. This creates a safe environment for the team to share mistakes and learn collaboratively, which is crucial for building a playbook from scratch.

Leaders with an operations background often clash with the emotional, less-structured nature of sales. To succeed, they must actively study sales management to bridge this mindset gap, not just learn tactics. This prevents frustration and enables them to guide their sales team effectively instead of trying to force them into rigid processes.

Getting approval for an operations hire is difficult because they aren't directly tied to new revenue. Instead of a vague promise of "efficiency," build a business case by quantifying the cost of a broken process—like a high lead disqualification rate—and show how the hire will unlock that hidden pipeline.

Instead of defensively protecting metrics like MQL volume, marketing leaders should proactively question their quality and impact on pipeline. This shifts the conversation from blame to curiosity, builds trust with sales, and positions marketing as a strategic revenue driver.

Instead of defending every marketing program, leaders gain credibility by having the humility to use data to surface what's broken. Admitting a channel is a resource drain builds trust, leads to smarter strategic decisions, and ultimately accelerates a senior marketer's career.

PMs at founder-led startups often fail to gain influence by jumping straight to strategy. The key is to first earn deep credibility by mastering the product, its customers, and the business. Only after you've demonstrated this command will a founder trust your strategic instincts. Don't skip the tactical work of earning your seat at the table.