Sales Ops Partner: Pipeline, Forecasts & Dashboards

Pleo; Greater London; Hybrid; GBP 85,000 - 115,000; Full time

Job summary

Pleo is seeking a Sales Operations Business Partner to bridge sales leadership with the systems, data, and processes that drive the revenue engine. You’ll help the sales team understand deal status, revenue sources, and risk, while owning how we track pipeline, report performance, and build dashboards leadership relies on for decision making.

You’ll partner with Sales, RevOps, and Finance to deliver data-backed recommendations, enable CRM adoption, and support forecasting and quarterly reviews

Qualifications

• 7+ years in sales operations, revenue operations, or similar role in a B2B SaaS environment.
• Experience with CRM systems (Salesforce or HubSpot) including reporting and admin tasks.
• Solid understanding of funnel metrics, coverage, forecasting accuracy, and cycle length.
• Ability to build clear reports and dashboards in Excel/BI tools.
• Experience leading pipeline reviews or forecast calls with leaders.

Responsibilities

• Own pipeline management processes, stage definitions, forecasting cadence, and hygiene.
• Build and maintain regular sales reporting on bookings, pipeline coverage, and performance.
• Design, build, and maintain dashboards for leaders and frontline managers.
• Translate leadership priorities into operational requirements with data-backed recommendations.
• Support forecasting and quarterly business reviews with data preparation and risk flags.
• Manage CRM configuration and administration in partnership with RevOps.
• Drive CRM adoption and sales-process improvements with managers and reps.
• Analyze territory, quota, and compensation data in collaboration with Finance.
• Identify process gaps in the sales funnel and lead training to improve outcomes.
• Collaborate with Marketing, Finance, Customer Success, and Product Ops to ensure data consistency.

Skills

Strong communication skills

Consultative approach

Data-driven mindset

Tools

Salesforce

HubSpot

Excel/Google Sheets

Looker

Tableau

Power BI

Job description

Pleo is seeking a Sales Operations Business Partner to bridge sales leadership with the systems, data, and processes that drive the revenue engine. You’ll help the sales team understand deal status, revenue sources, and risk, while owning how we track pipeline, report performance, and build dashboards leadership relies on for decision making.

You’ll partner with Sales, RevOps, and Finance to deliver data-backed recommendations, enable CRM adoption, and support forecasting and quarterly reviews