Business Operations Specialist

IFS; Staines-upon-Thames; Hybrid; GBP 42,000 - 65,000; Full time

Job summary

IFS is seeking a Sales Operations/CRM Analyst to support regional management with data, forecasting, and CRM governance. The role focuses on pipeline analysis, contract and pricing coordination, and enabling efficient post-sales delivery within a SaaS environment.

Ideal candidates will have 3+ years in SaaS, strong Excel and HubSpot experience, and the ability to collaborate across regions. This hybrid role requires travel to Staines-upon-Thames as needed.

Qualifications

• 3+ years of professional experience in SaaS company preferred.
• Comprehension of end-to-end sales process.
• Worked with and managed CRM; HubSpot knowledge advantageous.
• Strong understanding of AI tools for day-to-day ops.
• Excellent Excel skills.
• Excellent written and verbal communication.
• Good financial acumen.
• Willingness to travel to the IFS office in Staines-upon-Thames.

Responsibilities

• Prepare data for weekly forecast and present pipeline data.
• Ensure CRM data accuracy for informed decisions.
• Support European region in quarterly business reviews and reports.
• Be the point of contact for sales on CRM access and reporting tools.
• Onboard and coach Sales Reps on sales processes and compliance.
• Advise on process, pricing, and contracts within the team.
• Analyze pipeline movement with regional team.
• Follow up on deal actions and keep CRM up to date.
• Coordinate with other departments during sales and post-sales cycles.
• Coordinate with License Generation Team on customer orders.

Skills

CRM data analysis

Excel

HubSpot

Sales operations

Data forecasting

Communication

Tools

HubSpot

Job description

IFS is a billion-dollar revenue company with 5000+ employees on all continents. We deliver award winning enterprise software solutions through the use of embedded digital innovation and a single cloud-based platform to help businesses be their best when it really matters–at the Moment of Service™.

At IFS, we're flexible, we're innovative, and we're focused not only on how we can engage with our customers but on how we can make a real change and have a worldwide impact. We help solve some of society's greatest challenges, fostering a better future through our agility, collaboration, and trust.

We celebrate diversity and accept that there are so many different perspectives in this world. As a truly international company serving people from around the globe, we realize that our success is tantamount to the respect we have for those different points of view.

By joining our team, you will have the opportunity to be part of a global, diverse environment; you will be joining a winning team with a commitment to sustainability; and a company where we get things done so that you can make a positive impact on the world.

We're looking for innovative and original thinkers to work in an environment where you can #MakeYourMoment so that we can help others make theirs.

If you want to change the status quo, we'll help you make your moment. Join Team Purple. Join IFS.

Job Description

• Support regional management on preparing data in advance for weekly forecast; Engage in the forecast call to present pipeline data, taking notes of the action items and driving execution.
• Ensure accuracy and transparency of CRM Data, enabling correct business decision making
• Support the European region on quarterly business reviews and other management presentations as requested
• Be a point of contact for sales team with regards to system access, CRM, reporting tools, and data.
• Onboarding and ongoing support for Sales Reps on the actual execution of the sales processes and ensuring compliance in each step.
• Play a key role in sales support and operations, regularly engaging with sales reps and diverse functions in the organization. Provide guidance in terms of process, pricing, and contracts
• Work with the regional team to analyze pipeline data and movement
• Follow up on deal actions and related updates with Sales rep. Ensuring the tools are properly updated by the respective sales rep and all opportunities are correctly reflected in CRM and the forecasting dashboard.
• Coordinate with other departments during the sales cycle and service delivery for the post-sales activities.
• Coordinate with the License Generation Team regarding the customer order. Attend to all their inquiries and provide the necessary clarifications
• Ensure CRM is updated with a complete set of documents i.e., Signed contracts, Pricing, Purchase Orders, Proof of delivery and other related documents.
• Ensure alignment with the global team on the product releases, sales process, and tools that need to be rolled out in the Region.
• Look for opportunities to improve standard operating processes for sales operations and be part of the project to improve these processes.

Qualifications

• 3+ years of professional experience in SaaS company preferred
• Comprehension of the end-to-end sales process of the business
• Worked with and managed CRM in previous roles- HubSpot knowledge will be of advantage
• Strong understanding of AI tools and the ability to leverage them effectively in day-to-day operations
• Excellent Excel skills
• Excellent communication skills, both written and verbal
• Good financial acumen
• Willingness to travel to the office of IFS in Staines-upon-Thames

Additional Information

• A similar role in a large software or technology organization in the given geography.
• Appreciation of and ability to work within a matrix environment
• Have previously designed, built and improved business processes
• Professional experience in Finance and/or Auditing

Additional Information

We believe that coming together as a community, in person, is important for innovation, connection and fostering a sense of belonging. Our roles have the right balance of remote and in-office working to enable flexibility for managing your life along with ensuring a real connection with your colleagues and the broader IFS community.