Sales operations specialist (REF5374W)

The purpose of this role is to support the sales team in winning key deals, while ensuring that sales data and forecasts are accurate and reliable.

The Win Room is a collaborative environment where sales and support teams work together on high-priority deals. In this role, you contribute with analysis, data validation, and structured feedback to support better decision-making.

Key Responsibilities: 

Forecasting and Reporting

• Prepare weekly sales forecasts, including changes, risks, and delays
• Validate forecast data and highlight inconsistencies
• Ensure forecasts reflect a realistic view of expected outcome

Deal Support (Win Room)

• Track priority and upcoming deals
• Review deal status and identify risks or gaps
• Challenge assumptions where needed and ensure key information is available
• Follow up on agreed actions, owners, and deadlines

Pipeline and Performance Tracking

• Monitor the development of sales opportunities
• Identify gaps or underperformance in the pipeline
• Provide clear and structured insights for management

CRM Data Quality

• Ensure sales data is accurate and up to date
• Review key fields such as deal stage, value, and close date
• Identify and escalate data quality issues

Accurate data is critical, as sales operations relies on data and processes to improve performance and support decision-making (Indeed)

Reporting and Communication

• Support daily and weekly reporting processes
• Contribute to management presentations and ad-hoc analyses