Sales Operations Specialist
Hybrid - 2 days a week on site in Telford
6 Months
Umbrella
Role Description
As a Sales Operations Specialist, you'll play a vital role in supporting and enhancing our operations. Here's a snapshot of what you'll be focusing on:
- Alignment and Decision Support: Work closely with Portfolio Relationship Managers to support the opportunity lifecycle, providing valuable insights and influencing decision-making.
- Month-End Close Coordination: Partner with the Sales Operations Lead and the Finance team to ensure a smooth month-end close, with all variances and trends clearly explained.
- Demand Forecasting and Planning: Provide accurate and timely client demand forecasts to the Delivery Unit, Finance, and Revenue groups, aiding in monthly forecasting, budgeting, and account planning.
- Salesforce Utilization: Maximize the benefits of the Salesforce tool by analysing the current pipeline for actionable insights.
- Stakeholder Relationships: Build and maintain strong partnerships with all stakeholders and their teams, ensuring effective communication and collaboration.
- Audit Readiness and Compliance: Ensure all processes are audit-ready and compliant, maintaining high standards of operational integrity.
- Knowledge Sharing and Standardization: Collaborate with all areas of the unit to share knowledge, best practices, and facilitate standardization across the CAM and client Market Unit.
What You'll Do
- Pipeline Maintenance and Governance: Oversee the client MU pipeline within THOR (Salesforce CRM), ensuring its accuracy and integrity.
- Sales Analysis and Insights: Analyse the sales pipeline and performance, providing insights and operational recommendations to senior stakeholders.
- Business Partnering: Build and maintain strong relationships with key business partners.
- Continuous Improvement: Support the Sales Operations Lead in leveraging Salesforce tools and continuously improve your skillset to add value to the team and CAM as a whole.
What You'll Bring
- Interpersonal and Relationship Skills: Proven ability to build and maintain strong relationships.
- Analytical Mindset: Experience in providing key MI information to support business operations.
- Communication Skills: Confident communicator with attention to detail, a self-starter, and the ability to thrive in a fast-paced, complex environment.
- Passion for Change: Enthusiasm for change and a proactive approach to encouraging new ideas.
- CRM Experience: Experience with THOR/Salesforce or other CRM software for reporting purposes is advantageous, though full training will be provided.
- Technical Proficiency: Competent user of MS Office, including Excel, Word, PowerPoint, SharePoint, and Outlook.
