Offer summary

Qualifications:

Bachelor's degree in Business, Marketing, or a related field., Strong analytical skills with experience in sales reporting and forecasting., Proficiency in CRM systems, particularly Dynamics 365, and data management., Excellent communication and collaboration skills to work with cross-functional teams..

Key responsibilities:

Develop and execute growth strategies across various industry verticals and geographic segments.

Collaborate with leadership to manage growth analysis, forecasting, and business planning.

Organize prospecting strategy sessions and assist in new business forecasting.

Maintain accurate pipeline forecasts and coordinate client and prospect contact lists in CRM.

Job description

We are seeking a dynamic and strategic individual to join our team as a Sales Operations Partner. In this role, you will play a pivotal role in driving new business through strategic prospect analysis, sales reporting, marketing campaigns, business planning, and client engagement. Working closely with cross-functional teams, you will partner with Business Leaders to implement new Global Standards for Client Satisfaction, Account Planning, and Client-at-Risk, while enhancing relationships to support and enable growth activities.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Role

Develop and execute growth strategies across Industry Verticals and Geography segments, considering industry representation.
Collaborate with CRB Leadership to manage growth analysis and forecasting.
Work closely with Strategy Leader to ensure accurate new business forecasting, variance reporting management, and business planning.
Organize prospecting strategy sessions with the sales community and assist in new business forecasting and growth progression.
Track and evaluate market penetration, prospect assignment, and client retention efforts.
Maintain accurate pipeline forecasts and collaborate with the Financial Business Partner on forecast changes and reporting needs.
Create and maintain robust prospect lists based on industry, geography, etc.
Coordinate and maintain client and prospect contact lists in CRM to facilitate marketing initiatives and drive brand awareness.
Coordinate business plans and growth calculators review with CRB Leadership to evaluate progress.
Partner with Business Leaders to implement new Global Standards for Client Satisfaction, Account Planning, and Client-at-Risk.
Enhance relationships with Business Leaders to support and enable growth activities.
Drive adoption of Dynamics 365 via training, demonstrating value of reporting, and providing resources to assist with data issues.
Maintain a high level of support for managed accounts by continuing to partner with LRMs.
Focus on building and strengthening relationships with Sales Operations key stakeholders.
Offer best practices and supporting resources to extend our reach and drive efficiencies in our work.