Sales Operations Specialist - Data, Power BI, Salesforce

We are Global IT Recruitment specialist that provides support to the clients across UK, and Europe.

Job Title: Sales Operations Specialist
Location: Telford (Hybrid - 30% onsite or more days if required)
Duration: 6 months contract
Pay-rate: £313 per day Inside IR35

Required Skills:

• Excellent Stakeholder Management/Engagement, team management, performance management, data analysis

Key Functions of a Sales Operations Specialist:

• Maintain and govern the client's MU pipeline using the Salesforce THoR CRM system, showcasing exceptional organizational skills and attention to detail.
• Drive productivity and improve processes to ensure accurate and high-quality business development cost and bookings reporting.
• Provide an accurate and timely view of client demand to the Delivery Unit, Finance and Contract Delivery Areas (CDAs)/Client Focused Areas (CFAs)
• Offer analytical expertise for detailed analysis on an ad-hoc and regular (month-end) basis, covering various aspects of sales data
• Lead the sales governance process for your assigned CDA, supporting and guiding RMs to ensure opportunities are reported correctly against the appropriate contract and CFA.
• Exhibit excellent communication skills and the ability to work in a dynamic, fast-paced, and engaging environment.
• Develop strong relationships within CAM and the wider market unit.
• Ensure regular CAM reporting is produced to a high standard and issued promptly, including but not limited to Revenue Report, Delivery Variance Report, Outstanding Proposed Opportunities Report, Total Sold Opportunities Report, and Sales Statement. Continuously seek ways to improve reporting
• As a member of Sales Operations, continuously push yourself, drive positive change, step up, and demonstrate what's next. Work with passion, maintain a "can-do" attitude, and have a hunger to learn and grow.

Key Deliverables:

• Conduct meticulous reviews and maintain the pipeline, ensuring top-tier data quality.
• Actively participate in Fortnightly Pipeline Reviews (FPRs), managing risks and actions related to your assigned CDA, and presenting these at the FPR
• Confidently run internal meetings with stakeholders at all levels, demonstrating strong communication skills and assertiveness to drive solid governance and process adherence
• Utilize excellent data analysis skills in Excel to manipulate data, highlight trends, and understand variances.
• Maintain a high level of organization, handling multiple tasks with the flexibility to accommodate ad-hoc requests at short notice and within tight timelines
• Exhibit exceptional team collaboration skills, with the ability to influence, align, and work effectively within the Sales Operations team and with wider stakeholder teams.
• Serve as the go-to person within your assigned CDA for sales reporting and governance best practices.
• Demonstrate proficiency in Salesforce (THoR), with the ability to use and understand reports and dashboards, and to create, edit, and maintain Sales Leads, Opportunities, and Offers
• Support preparation activities for Internal, Group, and External Audits.
• Ensure adherence to group processes, including Blue Book and TransForm.

Key Responsibilities:

• Support the provision of data and analysis to Sales Operations Lead, ensuring the smooth and efficient running of the CAM team
• Produce CRM data, manage forecasting and pipeline, analyse and produce ad-hoc reports, and conduct BD spend analysis.
• Assist in the design and implementation of standard team processes and templates, leveraging wider UK processes and best practices.
• Enhance the Pipeline process, including CRM development and reporting of THOR data.
• Understand the operational processes related to your role and be aware of the processes across the CAM team.
• Where possible, support the creation of industrialized Real Time management reporting (eg, Power BI).
• Support the running of the sales "Front Door" and the implementation of this new process. Collaborate closely with the Demand Management Contract Demand Leads for the assigned CDA
• Attend and support meetings and processes for opportunities within the Sales cycle, such as Pipeline Reviews, FPRs, and Sign On.
• Take responsibility for maintaining all key documentation, guidance, sales artifacts, templates, and process flows, ensuring they are up to date.
• Ensure all sales data and reporting are accurate and quality remains at a high standard.
• Build and maintain key stakeholder relationships.
• To ensure that your training plan is kept up to date so that any skill set gaps can be managed.