This role will report to the Regional Business Operations Leader and will work with the Regional Management team to provide Business Operations function expertise including but not limited to:
- Support regional management on preparing data in advance for weekly forecast; Engage in the forecast call to present pipeline data, taking notes of the action items and driving execution.
- Ensure accuracy and transparency of CRM Data, enabling correct business decision making
- Support the European region on quarterly business reviews and other management presentations as requested
- Be a point of contact for sales team with regards to system access, CRM, reporting tools, and data.
- Onboarding and ongoing support for Sales Reps on the actual execution of the sales processes and ensuring compliance in each step.
- Play a key role in sales support and operations, regularly engaging with sales reps and diverse functions in the organization. Provide guidance in terms of process, pricing, and contracts
- Work with the regional team to analyze pipeline data and movement
- Follow up on deal actions and related updates with Sales rep. Ensuring the tools are properly updated by the respective sales rep and all opportunities are correctly reflected in CRM and the forecasting dashboard.
- Coordinate with other departments during the sales cycle and service delivery for the post-sales activities.
- Coordinate with the License Generation Team regarding the customer order. Attend to all their inquiries and provide the necessary clarifications
- Ensure CRM is updated with a complete set of documents i.e., Signed contracts, Pricing, Purchase Orders, Proof of delivery and other related documents.
- Ensure alignment with the global team on the product releases, sales process, and tools that need to be rolled out in the Region.
- Look for opportunities to improve standard operating processes for sales operations and be part of the project to improve these processes.
A Business Operations Specialist would be expected to have a strong skills in the following areas:
- 3+ years of professional experience in SaaS company preferred
- Comprehension of the end-to-end sales process of the business
- Worked with and managed CRM in previous roles- HubSpot knowledge will be of advantage
- Strong understanding of AI tools and the ability to leverage them effectively in day-to-day operations
- Excellent Excel skills
- Excellent communication skills, both written and verbal
- Good financial acumen
- Willingness to travel to the office of IFS in Staines-upon-Thames
Additional information
Your background will be:
- A similar role in a large software or technology organization in the given geography.
- Appreciation of and ability to work within a matrix environment
- Have previously designed, built and improved business processes
- Professional experience in Finance and/or Auditing
We believe that coming together as a community, in person, is important for innovation, connection and fostering a sense of belonging. Our roles have the right balance of remote and in-office working to enable flexibility for managing your life along with ensuring a real connection with your colleagues and the broader IFS community.