Sales Operations Specialist

RevOps Careers; City of Edinburgh; On-site; GBP 32,000 - 52,000; Full time

Job summary

RevOps Careers is seeking a Sales Operations Specialist for Edinburgh to support a growing global technology business. You will produce weekly sales reports, ensure CRM data quality, and optimize the partner portal while collaborating with sales leadership and IT to drive performance.

The role focuses on data-driven improvements, governance, and cross-functional initiatives. Strong analytical skills, Excel expertise, and experience with CRM systems are essential for success in this position.

Qualifications

• Analytical role experience in Sales/Commercial Operations.
• Strong data analysis and reporting skills.
• Proficient Excel; Power BI or Tableau is advantageous.
• Experience with CRM systems and data governance.
• Experience in B2B environments with cross-functional collaboration.
• Strong organisational and communication skills.
• Ability to manage multiple priorities with stakeholders.

Responsibilities

• Produce weekly sales reports, analysing pipeline health, forecasting and commercial performance.
• Maintain CRM data quality and governance, working closely with regional sales teams and IT.
• Manage and optimise the partner portal, supporting partner engagement and performance.
• Monitor and track sales demonstration equipment and associated assets.
• Maintain SharePoint and internal knowledge management systems.
• Support the implementation of sales methodologies and ensure these are embedded into business systems.
• Coordinate complex customer compliance requests and questionnaires, working with relevant internal stakeholders.
• Identify opportunities to improve processes, reporting and overall sales effectiveness.
• Provide ad hoc analysis and reporting to support commercial decision-making.

Skills

Analytical mindset

Data analysis

Excel

Power BI

Tableau

CRM experience

B2B background

Stakeholder management

Communication skills

Self-starter

Tools

Power BI

Tableau

Excel

Job description

We are working with a growing global technology business looking to appoint a Sales Operations Specialist to support its expanding commercial function.

This is a newly created position offering the opportunity to play an important role in improving sales performance, reporting and operational processes across the business.

Working closely with sales leadership, regional Business Development Managers and wider internal teams, you will help improve data quality, strengthen reporting and ensure sales systems and processes are working effectively.

Key Responsibilities – Sales Operations Specialist – Edinburgh, Scotland

• Produce weekly sales reports, analysing pipeline health, forecasting and commercial performance.
• Maintain CRM data quality and governance, working closely with regional sales teams and IT.
• Manage and optimise the partner portal, supporting partner engagement and performance.
• Monitor and track sales demonstration equipment and associated assets.
• Maintain SharePoint and internal knowledge management systems.
• Support the implementation of sales methodologies and ensure these are embedded into business systems.
• Coordinate complex customer compliance requests and questionnaires, working with relevant internal stakeholders.
• Identify opportunities to improve processes, reporting and overall sales effectiveness.
• Provide ad hoc analysis and reporting to support commercial decision-making.

About You – Sales Operations Specialist – Edinburgh, Scotland

We are looking for someone who is analytical, proactive and comfortable working independently. You’ll enjoy working with data, identifying trends and finding practical solutions to improve business processes.

Ideally, you will have:

• Experience in Sales Operations, Commercial Operations, Business Operations or a similar analytical role.
• Strong analytical skills and confidence working with data and reporting.
• Good Excel skills, with Power BI or Tableau experience being advantageous.
• Experience working with CRM systems and maintaining data quality.
• A B2B background, although industry experience is flexible.
• Strong organisational and communication skills.
• The ability to manage multiple priorities and work with different stakeholders.
• A self-starting approach, with the confidence to use your own initiative and solve problems.

Interested?

If you’re an analytical and proactive individual looking for an opportunity to develop within a growing business, we’d love to hear from you.