Sales Operations Associate

Description

The Opportunity
WTW provides innovative and market leading advice, solutions, and programmes across a range of People, Capital, and Risk issues. Our clients rely on us to craft strategies to quantify, mitigate, and transfer risk, taking advantage of our specialist industry experience and unparalleled market know-how.

As a Sales Operations Associate, you will be part of an exciting and innovative team – Sales Operations, designed to create a more effective and efficient sales apparatus to drive accelerated growth and a superior client experience compared to our peers. Our objective is to support sales and client facing colleagues through ope rationalising sales enablement activity. This is an internal facing role reporting into the global sales operations function.

The role has primary responsibility for delivering sales enabling activities for WTW.

What You’ll Bring

Key responsibilities are listed below. There will be a requirement to manage additional sales, enabling project based work as determined by the business leaders.

• Interact with senior stakeholders to support the various businesses through sales operations activity
• Act as a primary point of contact for enquires related to the CRM system – including colleague training / support
• Support the delivery of global sales enablement processes:
  • Account planning – coordinate cross business planning sessions related to highest growth potential clients, identify actions, and report progress
  • Client satisfaction – coordination of the net promoter score survey and independent client review interviews
  • Clients at risk – identification, tracking, and reporting of revenue at risk scenarios
• Responsible for producing data analysis and insights related to client and market segmentation, priority setting & target identification
• Responsible for working with colleagues in the analytics team to produce sales pipeline reporting utilising data from the CRM system
• Work closely with marketing and sales colleagues to coordinate and manage sales campaigns
• Provide sales enabling support to Lead Relationship Managers

What You’ll Bring

• Able to build effective relationships with stakeholders at all levels of an organisation
• Understanding of project management techniques
• Degree in Management, Engineering, Mathematics, Business, Sales Operations or similar is beneficial
• Demonstrable communication, negotiation and influencing skills
• Ability to represent the Sales Operations practice and WTW with integrity and credibility
• Understanding of CRM systems is advantageous
• Competent in Microsoft tools – primarily Excel (Vlookups, pivot tables and advanced formulas), PowerPoint and Power BI
• Comfortable working with data and basic analytical models
• Interest in and aptitude for AI and automation, which would be considered highly valuable for the role
• Fluency in Portuguese and English, both written and spoken, is required

WTW is an equal opportunity employer.