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The Sales Operations Advisor is a key role supporting the SLED business unit by managing operational processes and championing sales technologies. The ideal candidate will have at least 3 years of experience in sales operations, with advanced knowledge of CRM software like Salesforce and data visualization tools such as Power BI. A bachelor’s degree in Business Administration or Finance is required. This full-time position offers a remote work option and requires strong analytical skills to provide actionable insights into sales performance.
Job Responsibility:
Support the execution and continuous improvement of sales processes, ensuring alignment with corporate sales methodologies and governance standards
Document and maintain sales workflows, operating procedures, and sales playbooks
Identify inefficiencies in sales processes and recommend improvements or automation opportunities
Assist in implementing operational initiatives that improve sales productivity and effectiveness
Act as the business unit champion for CRM platforms (e.g., Salesforce) and other sales tools
Promote adoption and effective use of sales systems and processes within the SLED sales organization
Partner with finance, strategy, and business unit leadership to address system enhancements, issues, and user needs
Provide guidance to sales teams on best practices for maintaining accurate opportunity and account data
Develop reporting and analytics that track key sales metrics including pipeline health, deal progression, conversion rates, and revenue attainment
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 and staged within the CRM
Monitor pipeline coverage, deal velocity, and forecast accuracy
Provide analytical support for forecast reviews and revenue planning activities
Deliver insights that improve forecast predictability and sales performance
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 to support consistent tool usage and data hygiene
Act as a liaison between sales teams and enablement stakeholders to address operational needs
Partner with corporate sales operations, Finance and IT teams responsible for administering sales platforms
Provide feedback and recommendations on system improvements based on sales team needs
Support evaluation and adoption of new sales productivity tools and analytics capabilities
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