Sales Operations Analyst

Unit4; Lisboa; On-site; EUR 27,000 - 35,000; Full time

Job summary

Unit4 is hiring a Regional Sales Operations Analyst in Lisbon to support the Opportunity Management lifecycle, monitor data quality, and drive process improvements. The role reports to Sales Operations Manager and involves acting as a CRM super user, onboarding new sales staff, and maintaining the Opportunity Management playbook.

The ideal candidate has 1-2 years in sales support, experience with CRM tools, and strong communication and analytical skills in English.

Qualifications

• 1-2 years’ professional experience in a sales support role.
• Experience with CRM tools.
• You are a self-starter and able to work independently within a team.
• You can manage, collaborate and prioritize to ensure efficiency.
• You have written and oral fluency in English.

Responsibilities

• Be a super user for sales tools and answer CRM questions to speed sales.
• Onboard new Sales joining the team to reduce ramp-up time.
• Identify and document sales process improvements for the community.
• Identify blockers and streamline processes to save time with customers.
• Monitor Dynamics opportunity hygiene to move deals to Closed Won.
• Keep CRM data clean: accounts, contacts, hierarchy for accurate data visuals.
• Track pipeline health with KPIs and report to Sales management.
• Prepare timely win celebration emails announcing great wins.
• Identify knowledge gaps and liaise with Sales Enablement for training.
• Provide backup across regional sales ops when needed.
• Maintain the Opportunity Management playbook with latest docs.

Skills

Self-starter

Independent worker

Strong communication

Analytical skills

Tools

CRM tools

Job description

• Compensation: EUR 27,139 - EUR 34,732 - yearly

Company Description

Meet Unit4 . With over 40 years of heritage, we’re an agile, fast growing, Cloud company that is on a mission to redefine Enterprise Resource Planning (ERP) for mid-market people-centric organisations.

With our innovative, self-driving, adaptive and intuitive software, our customers can spend more time on meaningful high-value work.

At the heart of what we do lies a simple yet profound purpose:Improve how people work by focusing on what truly matters.— A powerful statement that enables different priorities fordifferent people.

We’re shapinghow work should feel, and we empower our people by providing them with the right tools to achieve the autonomy they need - it's what makes us unique

Job Description

Regional Sales Operations reports to the Sales Operations Manager. The role of the Regional 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).

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.

Qualifications

Knowledge, Skills and Experience:

• You have 1-2 years’ professional experience in a sales support role
• You have Experience with CRM tools
• You are a self-starter and you have the ability to work independently within a team environment
• You can manage, collaborate and critically prioritize, ensuring the utmost efficiency between teams
• Strong communication and interpersonal skills
• Strong analytical skills
• You have written and oral fluency in the English language
• You have excellent work ethic and reliability

Additional Information

Who we are?

We are a people-first community that nurtures all the areas that surround your working experience. With us, you’ll be surrounded by a high-performance team that supports your authentic self and celebrates your uniqueness.

We believe that ‘How work should feel’ is an evolving statement. Work goes beyond tasks and everyday responsibilities it’s about feeling valued, empowered, promoted, impactful, seen, and appreciated.

We are reimagining how work makes people feel.

What we offer?

• a culture built on trust and accountability - giving you the freedom and autonomy to be successful and make an impact
• balance - with our Flexible Leave Paid Time Off policy, remote working opportunities, Global Wellbeing Days, and other great benefits
• growth opportunities - we provide the tools and guidance required so that you can focus on what really matters to you and so, ultimately, you can achieve your best work
• talented colleagues , role models and mentors - work, learn and be inspired by some of the best talent in the software industry
• a commitment to sustainability - with initiatives such as our Environmental, Social, and Governance strategy and Act4Good programme
• a safe and inclusive working environment – supported by our Employee Resource Groups, which are open to all.

Our commitment to equity

Unit4 is committed to ensuring equal opportunity for everyone. We make our hiring decisions solely based on skills, qualifications, and our current business needs. We know that diversity brings fresh perspectives, ideas, and solutions to our company. This is the essence of our culture. We also welcome and encourage people who are pregnant and/or parents-to-be to apply. If you would like to know more about our commitment to diversity, visit our blogs:

This role may require security clearance required for customer projects and access to sensitive (customer) data. That means that after you have accepted our offer, we could ask for background checks. Subject to applicable local laws, such security checks may require disclosure of personal information including criminal record declaration, right to work, personal identification and work history. No worries though – we'll handle it according to local privacy laws and keep your info safe. Questions? Feel free to reach out!