Sales Operations Partner — Dashboards, Forecasts & CRM

Creandum; Lisboa; Hybrid; EUR 55,000 - 85,000; Full time

Job summary

Pleo is seeking a Sales Operations Business Partner to bridge sales leadership with the systems, data, and processes that run the revenue engine. You’ll track pipeline, report performance, and build dashboards that drive decisions.

You’ll own forecasting, pipeline hygiene, and CRM configuration, collaborating with RevOps and Finance. Ideal candidate has 7+ years in sales operations and strong data storytelling skills, in a fast-paced, global SaaS environment.

Qualifications

• 7+ years in sales operations or revenue operations roles.
• Experience with CRM systems and reporting.
• Ability to build clear reports and dashboards.
• Strong communication with senior stakeholders and cross-functional teams.

Responsibilities

• Own pipeline management processes and forecasting cadence with sales managers.
• Build and maintain regular sales reporting on bookings, pipeline, conversion, and performance.
• Design and maintain dashboards for leadership and frontline managers.
• Partner with sales leaders to translate priorities into operational requirements and data-backed recommendations.
• Support forecasting and quarterly business reviews with data and risk flags.
• Administer CRM configuration and user access in collaboration with RevOps.
• Drive CRM adoption and adherence to sales processes.
• Analyze territory, quota, and compensation data with Finance as needed.
• Ensure data consistency across Marketing, Finance, Customer Success, and Product Ops.

Skills

Sales operations

Revenue operations

GTM operations

CRM systems

Data reporting

Dashboards

Forecasting

Stakeholder comms

Tools

Salesforce

HubSpot

Excel/Sheets

Looker

Tableau

Power BI

SQL (basic)

Job description

Pleo is seeking a Sales Operations Business Partner to bridge sales leadership with the systems, data, and processes that run the revenue engine. You’ll track pipeline, report performance, and build dashboards that drive decisions.

You’ll own forecasting, pipeline hygiene, and CRM configuration, collaborating with RevOps and Finance. Ideal candidate has 7+ years in sales operations and strong data storytelling skills, in a fast-paced, global SaaS environment.