The Role
Strategic Business Partnership & Sales Enablement
- Partner closely with sales operations leaders, sales leaders and business stakeholders to understand strategic priorities and translate them into operational action plans.
- Recommend and implement enhancements to sales processes to increase efficiency, productivity, and accuracy.
- Align with marketing and client teams to support go-to-market strategies and campaign execution.
- Coordinate planning and communications between global and local sales teams.
Data Analysis & Performance Insights
- Analyze sales data and metrics to uncover trends, performance gaps, and growth opportunities.
- Deliver dashboards, scorecards, and ad hoc reports that provide actionable insights for sales leaders and client teams.
- Monitor and report on key performance indicators (KPIs) such as lead conversion, pipeline velocity, win rates, and campaign ROI.
CRM & Data Management
- Maintain and improve data accuracy in CRM platforms.
- Support data hygiene efforts, including account ownership, lead assignment, and opportunity tracking.
- Train and guide sales teams on CRM best practices to ensure consistent usage and reporting accuracy.
Sales Forecasting & Planning
- Assist in the development and refinement of sales forecasts, revenue targets, and budgets in collaboration with finance and business leaders.
- Support business planning, account segmentation, and resource alignment to optimize coverage and effectiveness.
Campaign & Project Management
- Lead the coordination and execution of sales campaigns, ensuring clear ownership and follow-through.
- Support Marketing, if required, with managing invite lists, registration tracking, and engagement metrics for campaigns such as webinars or conferences.
- Handle post-event lead management: ensure leads are allocated to appropriate senior sellers in line with the approach agreed with the business, send weekly reminders/chaser emails, and monitor lead follow-up and conversion rates.
- Provide updates to leadership on key campaign activity and successes.
Change Management & Continuous Improvement
- Champion change management efforts related to system updates, new tool adoption, process changes, training, etc.
- Support Marketing, if required, with ongoing operational initiatives such as webcast tracking, event attendance metrics, and manual reconciliation of participation data.
- Identify automation opportunities and process improvements to reduce manual workload and enhance scalability.
The Requirement
Education & Experience:
- Bachelor's degree in Business Administration, Marketing, Operations, or a related field.
- 6+ years of experience in Sales Operations, Continuous Improvement/Excellence, Project Management or Business Operations roles.
- Experience working in a global, matrixed organization is a strong advantage.
Technical Skills:
- Proficient in CRM platforms.
- Strong Excel and data analysis skills; familiarity with tools like Power BI or Tableau is a plus.
- Understanding of campaign management platforms and lead lifecycle tools is preferred.
Core Competencies:
- Strong analytical and problem-solving skills with the ability to turn data into actionable insights.
- Highly organized, with strong attention to detail and the ability to manage multiple projects simultaneously.
- Excellent communication and interpersonal skills, with the ability to work effectively across functions and cultures.
- Proactive and self-driven; takes ownership of tasks and continuously seeks ways to add value.
- Adaptable and comfortable with ambiguity, particularly in fast-paced or changing environments.
Work Environment & Expectations:
- Flexibility in a hybrid set-up, with work shift varying between European and American time zones depending on assignments
- Role may involve working with teams across different time zones
WTW is an equal opportunity employer.
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