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The Sales Operations Advisor supports the SLED business unit by managing operational processes, championing the adoption of sales technologies, and delivering performance analytics that drive revenue growth and operational efficiency. This role serves as a key operational partner to sales leadership by ensuring the integrity of sales data, providing actionable insights into pipeline and performance metrics, and supporting sales teams through process optimization, tools, and operational guidance. The position acts as a bridge between strategy and execution, translating business objectives into operational workflows, reporting frameworks, and performance insights that support the sales organization. The role also serves as a subject matter expert in sales operations processes and analytics within the business unit.
Job Responsibility:
Support the execution and continuous improvement of sales processes
Document and maintain sales workflows, operating procedures, and sales playbooks
Identify inefficiencies in sales processes and recommend improvements
Assist in implementing operational initiatives that improve sales productivity
Act as the business unit champion for CRM platforms and other sales tools
Promote adoption and effective use of sales systems
Partner with finance, strategy, and business unit leadership to address system enhancements
Provide guidance to sales teams on best practices for maintaining accurate data
Develop reporting and analytics that track key sales metrics
Build dashboards using tools such as Power BI or Salesforce reporting
Analyze sales performance trends and provide insights to sales leadership
Support executive reporting and monthly and quarterly business reviews
Support pipeline governance and ensure opportunities are accurately tracked
Monitor pipeline coverage, deal velocity, and forecast accuracy
Provide analytical support for forecast reviews and revenue planning activities
Deliver insights that improve forecast predictability
Provide operational support for sales enablement initiatives including onboarding, tool training, and process education
Support the rollout of new sales tools, reporting capabilities, and operational processes
Develop documentation and training materials
Act as a liaison between sales teams and enablement stakeholders
Partner with corporate sales operations, Finance and IT teams
Provide feedback and recommendations on system improvements
Support evaluation and adoption of new sales productivity tools
Partner with Sales, Marketing, Finance, and Strategy teams to ensure alignment on pipeline visibility, territory planning, and performance tracking
Support territory design, account segmentation, and quota planning initiatives
Collaborate with finance teams on forecasting and revenue reporting
Requirements:
3 years in sales operations, revenue operations, or analytical roles
Advanced knowledge of CRM software (Salesforce), Excel, and data visualization tools like Power BI and/or Tableau
Strong ability to analyze data, identify trends, and provide actionable insights
Ability to collaborate across departments and train team members
Bachelor’s degree in Business Administration, Finance, or a related field