Sales Operations Manager - Investment Consultancy

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Job description

Our client is a leading global investment advisor providing investment solutions to institutional asset owners. In this newly created role, you will be responsible for overseeing and providing broad operational support with sales strategy and the end-to-end sales process from digital marketing through to the entire sales funnel.

You will partner closely with Sales leaders to drive successful go-to-market execution and help support the sales team manage growth in core services lines and expansion into new.

You will be responsible for providing broad operational day-to-day support with ownership of the Salesforce CRM. You will create reports conceive and coordinate the activities for Relationship Managers in the sales teams, ensuring the use of consistent Sales KPI definitions across the company. As well as, working with key stakeholders in Finance, HR, and Sales to develop sales incentive programs and compensation planning to increase sales productivity.

Responsibilities

• Support the sales team with process improvement, measurement, tracking, and analytics relevant to their functional areas
• Partner with Sales and Marketing department to refine lead qualification processes, analyse and report on campaign performance with reporting and dashboards
• Support prospecting by working with marketing to develop digital marketing campaigns, prepare pitch emails, discover sales leads, and arranging client events to obtain new business and cross-sell the product range
• Create monthly content for executive presentations and board reporting
• Track and analyse key metrics including pipeline growth, win/loss rates, and quota attainment
• Set up dashboards and reports, both in CRM and beyond, to track sales operations and cross-functional efficiencies, and identify areas for improvement
• Refine customer segmentation, assist with territory management, and create a plan to enhance renewal and upsell processes
• Recording and maintaining prospects, product interests, and opportunities in Salesforce and Pardot
• Maintain regular check-ins with Relationship Managers and others who contribute to opportunity development to determine how sales opportunities are tracking against plan and identify any problems for internal review and problem solving
• Contribute to the completion of RFPs by engaging key corporate departments while maintaining and improving an RFP repository and best practices processes
• Communication and support to sales teams on new products, changes to the product range.

Key competencies

• Extensive experience in sales operations with proficiency in creating reports, optimising processes, training new hires, and managing dashboards
• Ability to understand high-level sales strategies, translate them into system and process requirements, and ensure local execution and business impact
• Proficiency with Salesforce, Pardot, and Microsoft Excel
• A result and success-oriented mentality, conveying a sense of urgency and driving issues to closure
• Strong analytic skills, attention to detail, and superior organisational skills
• Knowledge in Tableau and Qlik is an advantage