Junior Sales Operations Analyst

UNIT4 NV; Lisboa; On-site; EUR 22,000 - 29,000; Full time

Job summary

UNIT4 NV in Lisbon is looking for a Junior Sales Operations Analyst to support the Opportunity Management lifecycle and improve data hygiene in the CRM. The role requires weekly in-office presence and close collaboration with the Global Sales Operations team to keep deals moving and forecast accurate.

You will become a super user for sales tools, assist onboarding for new Sales joiners, monitor pipeline health and contribute to process improvements across regions; this is a key support function

Qualifications

• Experience with CRM tools and data management.
• Familiarity with pipeline hygiene and sales processes.
• Ability to train and onboard new Sales members.

Responsibilities

• Be a super user for sales tools and answer how-to questions for CRM opportunities, accounts and data to help sales progress quickly and efficiently.
• Onboard new Sales joining the team to reduce ramp-up time.
• Identify best practices and sales process improvements and document them for easy access by the Sales community.
• Identify and remove sales process blockers to streamline workflows and allow more time with customers.
• Monitor Dynamics opportunity hygiene so signed deals can move to Closed Won and then to Booked by Finance.
• Identify data quality issues and manage processes to ensure CRM data cleanliness for accounts and contacts.
• Monitor and report pipeline health with KPIs in collaboration with Business Operations and Sales management.
• Prepare and ensure timely win celebration emails to share insights across the organization.
• Identify sales knowledge gaps and liaise with Sales Enablement for training.
• Provide backup across the regional sales ops team when colleagues are out of office.
• Maintain the Opportunity Management playbook and library with the latest docs and checklists.
• Be SME for 1-2 key projects/topics and coordinate with owners to ensure successful land.

Skills

CRM knowledge

Opportunity management

Data quality

Stakeholder communication

Process improvement

Training support

Tools

Microsoft Dynamics 365

CRM systems

Job description

The role of the Junior Sales Operations Analyst forms part of the Global Sales Operations team and focuses on supporting sales through the Opportunity Management lifecycle of a deal and proactively monitoring and highlighting opportunity hygiene issues (for example, sales stage, quote expiry, close date, forecast category, start date). This role requires you to be in the office once a week.

You will be responsible for:

• Being a super user for sales tools. Answer ‘how do I…?’ questions for CRM opportunities, accounts and data that will allow sales to progress quickly and efficiently. This will contribute to a decrease in IT tickets
• Be an onboarding Buddy for new Sales joining the team, contributing to decreasing ramp-up time
• Identify best practices and sales process improvements, share and document them so the Sales community has easy access to the latest resources
• Identify and remove sales process blockers to streamline processes and enable Sales to spend more time in front of the customer
• Monitoring and highlighting Dynamics opportunity hygiene so when a deal is signed, it can be immediately moved to Closed Won and then Booked by Finance
• Identifying issues with data quality and managing the ongoing processes to ensure CRM data cleanliness: accounts, contacts, hierarchy to give sales and all other stakeholders an accurate image of the data quality in CRM
• Monitoring and highlighting pipeline health in collaboration with Business Operations by tracking the relevant KPIs and feeding back conclusions to Sales and Sales management to ease their decision-making process
• Preparing and ensuring quality and timely win celebration emails are sent, so the entire organization is aware of the great wins and each deal’s insights
• Identify sales knowledge gaps in tools and processes and liaise with Sales Enablement for them to organise appropriate training
• Executing the internal cancellation process
• Providing backup across the regional sales ops team across regions if other colleagues are out of office
• Maintaining the Opportunity Management process library and playbook so Sales can always have access to the latest process descriptions, “How to” documents and checklists
• Being a Subject Matter Expert for 1-2 key projects/topics to be defined. The topics already have owners, you are going to work together with the owners, help them and make sure the input from the business is considered and to make these topics “land” afterwards. For the Sales Operations team you are the go-to person regarding this topic

By doing the above, you will increase tool and process knowledge and accelerate and enable growth.