Sales Performance Manager (Exeter)

Critical Selection Limited; Exeter; Hybrid; GBP 60,000 - 75,000; Full time

Job summary

A fast-growing technology business in Exeter seeks a Sales Performance Manager responsible for sales forecasting, pricing, and commercial governance. The role acts as a bridge between Finance and Sales, ensuring revenue growth aligns with strategic goals. Ideal candidates will have experience in sales finance or operations, particularly within SaaS. Strong analytical and stakeholder management skills are required to drive sales performance using systems like Salesforce. A proactive attitude is essential to succeed in this challenging position.

Qualifications

• Proven experience in Sales Finance or Sales Operations within SaaS businesses.
• Strong acumen in forecasting, pricing, and reporting.
• Advanced skills in Excel and financial modeling.

Responsibilities

• Lead monthly sales forecasts and deliver accurate reporting on performance.
• Drive performance metrics and provide insights to senior stakeholders.
• Manage pricing strategies and ensure compliance in contracting processes.

Skills

Sales Finance expertise

Forecasting skills

Process optimization

Salesforce proficiency

Analytical thinking

Stakeholder management

Tools

Salesforce

Power BI

SAP

Job description

Location: Exeter, Devon, South West, UK

Job Title: Sales Performance Manager (Hybrid role, Office based 2/3 days week in Exeter)

Employer Overview

Fast growing technology business based in the south west with a strong global customer base. SaaS provider that reduces fuel costs, improves driver efficiency and reduces emissions for both individual drivers and large corporate fleets.

About the Role

The Sales Performance Manager is responsible for sales forecasting, pricing, profitability, and process governance, driving accurate, commercially aligned insights that support decision‑making. The role acts as the commercial bridge between Finance and Sales, ensuring revenue growth is aligned to strategic goals and risk is managed through the contracting process. It combines financial control, commercial governance, and performance management with a dotted reporting line to the Chief Financial Officer (CFO). The role works with key stakeholders to shape pricing strategies, monitor margins, deliver reporting and analytics, and drive data‑led improvements. It also manages Salesforce governance and processes, ensuring accurate customer and pipeline data. This is an exciting opportunity to drive revenue growth in the UK and expand into international markets.

Key Responsibilities

• Revenue Forecasting & Analysis – Lead monthly / quarterly rolling sales forecasts, tracking progress, accuracy, and variances. Own and challenge the sales forecast process, pipeline validation, bookings conversion, ARR / MRR outlook. Deliver accurate reporting on revenue, bookings, and performance vs. target. Monitor deal slippage, conversion rates, and forecast accuracy. Create and maintain dashboards for KPIs such as forecast accuracy, margin variance, completion rates, trade spend ROI, and pipeline health. Produce monthly commercial performance reports.
• Sales Performance – Drive performance via strategic metrics across Account Management and Sales teams. Define and track sales KPIs (quota attainment, win rates, sales cycle length, churn, upsell). Provide actionable insights and recommendations to CRO and CFO. Prepare board‑ready reporting on sales performance and pipeline health.
• Commercial Governance & Deal Support – Oversee pricing strategy execution, deal‑level validation with the CFO, and margin protection. Review major deals for commercial viability (pricing, discounting, contract terms). Partner with Sales to optimise deal structure for margin, cashflow, and revenue recognition. Gather documentation for credit lending decisions and structure payment terms. Draft contracts and special terms, support contract negotiation and sign‑off with the CFO.
• Pricing & Margin Control – Collaborate with sales leadership to shape pricing, promotional mechanics, and sales incentive structures in line with financial targets. Maintain pricing guardrails and approval workflows. Analyse margin impact of discounts, bundles, and incentive schemes. Provide CFO / CRO with recommendations on pricing strategy.
• Sales Incentive & Compensation – Calculate monthly commissions and bonus payments, produce supporting analysis and seek sign‑off from CRO and CFO before liaising with finance on payments. Design, model, and manage commission and incentive plans. Ensure alignment with company objectives (ARR growth, NRR, profitability). Track commission costs vs. budget and ensure timely, accurate pay‑outs.
• Cross‑Functional Collaboration – Partner with Finance on bookings / revenue / cash forecasting. Align with Account Management to support renewals and upsell planning. Work with Product and Finance on pricing models and value propositions.
• Systems & Processes – Own Salesforce process governance, ensuring complete and accurate data, including deal lifecycles, contract data, and pipeline tracking. Champion ongoing process improvements in Salesforce and related tools to boost data integrity and efficiency. Ensure compliance audit‑readiness, maintain documentation repositories, and champion ISO controls where needed. Drive CRM data quality and forecasting discipline (Salesforce, HubSpot, etc.). Build automated dashboards for sales KPIs and pipeline health. Implement continuous improvements in reporting and analytics.

Experience & Qualifications

Proven experience in Sales Finance, Commercial Finance, or Sales Operations within SaaS or subscription‑based businesses. Strong acumen in forecasting, pricing, reporting, and process optimisation. Proficiency in Salesforce or equivalent CRM. Skilled in forecasting, financial modelling, and data analytics with advanced Excel skills; BI or ERP system experience (SAP, Power BI) beneficial. Experience in contract drafting and credit approval process / structuring. Commercial mindset and collaborative business partner with excellent communication and stakeholder management ability, with the ability to challenge senior stakeholders. Analytical and strategic thinker with high attention to detail. Experience in helping design and administer sales incentive and commission plans.

Proactive, curious, and results oriented.