Sales Operations Business Partner

The Role

Strategic Business Partnership & Sales Enablement

• Partner closely with sales operations leaders, sales leaders and business stakeholders to understand strategic priorities and translate them into operational action plans.
• Recommend and implement enhancements to sales processes to increase efficiency, productivity, and accuracy.
• Align with marketing and client teams to support go-to-market strategies and campaign execution.
• Coordinate planning and communications between global and local sales teams.

Data Analysis & Performance Insights

• Analyze sales data and metrics to uncover trends, performance gaps, and growth opportunities.
• Deliver dashboards, scorecards, and ad hoc reports that provide actionable insights for sales leaders and client teams.
• Monitor and report on key performance indicators (KPIs) such as lead conversion, pipeline velocity, win rates, and campaign ROI.

CRM & Data Management

• Maintain and improve data accuracy in CRM platforms.
• Support data hygiene efforts, including account ownership, lead assignment, and opportunity tracking.
• Train and guide sales teams on CRM best practices to ensure consistent usage and reporting accuracy.

Sales Forecasting & Planning

• Assist in the development and refinement of sales forecasts, revenue targets, and budgets in collaboration with finance and business leaders.
• Support business planning, account segmentation, and resource alignment to optimize coverage and effectiveness.

Campaign & Project Management

• Lead the coordination and execution of sales campaigns, ensuring clear ownership and follow-through.
• Support Marketing, if required, with managing invite lists, registration tracking, and engagement metrics for campaigns such as webinars or conferences.
• Handle post-event lead management: ensure leads are allocated to appropriate senior sellers in line with the approach agreed with the business, send weekly reminders/chaser emails, and monitor lead follow-up and conversion rates.
• Provide updates to leadership on key campaign activity and successes.

Change Management & Continuous Improvement

• Champion change management efforts related to system updates, new tool adoption, process changes, training, etc.
• Support Marketing, if required, with ongoing operational initiatives such as webcast tracking, event attendance metrics, and manual reconciliation of participation data.
• Identify automation opportunities and process improvements to reduce manual workload and enhance scalability.

The Requirement

Education & Experience:

• Bachelor's degree in Business Administration, Marketing, Operations, or a related field.
• 6+ years of experience in Sales Operations, Continuous Improvement/Excellence, Project Management or Business Operations roles.
• Experience working in a global, matrixed organization is a strong advantage.

Technical Skills:

• Proficient in CRM platforms.
• Strong Excel and data analysis skills; familiarity with tools like Power BI or Tableau is a plus.
• Understanding of campaign management platforms and lead lifecycle tools is preferred.

Core Competencies:

• Strong analytical and problem-solving skills with the ability to turn data into actionable insights.
• Highly organized, with strong attention to detail and the ability to manage multiple projects simultaneously.
• Excellent communication and interpersonal skills, with the ability to work effectively across functions and cultures.
• Proactive and self-driven; takes ownership of tasks and continuously seeks ways to add value.
• Adaptable and comfortable with ambiguity, particularly in fast-paced or changing environments.

Work Environment & Expectations:

• Flexibility in a hybrid set-up, with work shift varying between European and American time zones depending on assignments
• Role may involve working with teams across different time zones

WTW is an equal opportunity employer.