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).
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.
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
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.
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!
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Brian Himes— LinkedIn profile, opens in a new tab
Director of Revenue Operations
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Unit is an embedded-finance platform that lets technology companies launch banking, cards, lending, and payments inside their own products via a single API, serving Wix, HoneyBook, Relay, and other vertical SaaS and fintech customers.
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