Sales Operations Specialist

The Sales Operations Specialist serves as a strategic business partner to a designated business unit and enterprise sales vertical, driving operational excellence, forecast accuracy, and revenue performance. Acting as the link between Sales Leadership and the broader Sales Operations function, this role combines deep business unit support with enterprise-wide strategic initiatives.

This is not a traditional reporting role. The successful candidate will use data, process expertise, and commercial insight to influence decision-making, optimize sales performance, challenge assumptions, and help drive predictable revenue growth.

• Own and maintain weekly pipeline and forecast dashboards, providing visibility into coverage, velocity, stage progression, conversion rates, and deal health.
• Partner closely with Enterprise Sales Leaders during forecast reviews, delivering data‑driven insights and recommendations on commit, best‑case, and upside opportunities.
• Monitor pipeline waterfalls against forecast expectations, proactively identifying gaps, risks, and opportunities.
• Analyse pipeline coverage by segment, territory, account executive, and product line to ensure sufficient pipeline generation and future revenue attainment.
• Improve forecast accuracy through trend analysis, historical performance reviews, and risk assessment.

• Support weekly deal inspection and pipeline review sessions with detailed opportunity analysis and supporting data.
• Develop and maintain deal health frameworks to identify stalled opportunities, missing sales activities, weak progression signals, and execution risks.
• Challenge forecast assumptions, close dates, and deal values using historical conversion data and comparable deal analysis.
• Manage executive‑level swing deal tracking for strategic opportunities with significant revenue impact.
• Partner with Sales Leadership to drive opportunity hygiene and CRM compliance.
• Analyse customer acquisition costs (CAC), lifetime value (LTV), pricing structures, and deal profitability to support commercial decision‑making.

• Deliver weekly, monthly, and quarterly business performance reporting for Sales Leadership.
• Create and maintain sales performance scorecards, including attainment, productivity, activity metrics, pipeline generation, and CRM health indicators.
• Produce actionable insights that identify performance trends, operational bottlenecks, and revenue acceleration opportunities.
• Prepare executive‑ready materials for Weekly Business Reviews (WBRs), Monthly Business Reviews (MBRs), and Quarterly Business Reviews (QBRs).
• Conduct ad hoc commercial and operational analysis to support strategic decision‑making.

• Act as the primary Sales Operations partner for assigned business units and sales leaders.
• Lead regular business performance reviews, proactively driving discussions rather than responding to reporting requests.
• Translate business challenges into structured analytical frameworks and operational improvement initiatives.
• Serve as the trusted source for sales performance data, ensuring consistency, accuracy, and credibility across reporting.
• Build strong stakeholder relationships through reliable delivery, commercial understanding, and strategic insight.

• Model territory structures, account allocation strategies, and sales coverage plans.
• Support quota setting and headcount planning through data‑driven capacity modelling.
• Identify opportunities to optimise sales resource deployment and productivity.

• Model compensation plan scenarios and assess potential business impact.
• Build commission and payout calculators to support plan administration and leadership decision‑making.
• Analyse incentive effectiveness and alignment with organisational objectives.

• Conduct win/loss analysis to identify performance drivers, competitive threats, and sales execution opportunities.
• Partner with sales teams to understand deal outcomes and recommend improvements to sales strategy.
• Pro…