The Sales Operations Specialist serves as a strategic business partner to a designated business unit and enterprise sales vertical, driving operational excellence, forecast accuracy, and revenue performance. Acting as the link between Sales Leadership and the broader Sales Operations function, this role combines deep business unit support with enterprise-wide strategic initiatives.

This is not a traditional reporting role. The successful candidate will use data, process expertise, and commercial insight to influence decision-making, optimize sales performance, challenge assumptions, and help drive predictable revenue growth.

Sales Forecasting & Pipeline Management

Own and maintain weekly pipeline and forecast dashboards, providing visibility into coverage, velocity, stage progression, conversion rates, and deal health.
Partner closely with Enterprise Sales Leaders during forecast reviews, delivering data-driven insights and recommendations on commit, best-case, and upside opportunities.
Monitor pipeline waterfalls against forecast expectations, proactively identifying gaps, risks, and opportunities.
Analyse pipeline coverage by segment, territory, account executive, and product line to ensure sufficient pipeline generation and future revenue attainment.
Improve forecast accuracy through trend analysis, historical performance reviews, and risk assessment.

Opportunity Management & Deal Governance

Support weekly deal inspection and pipeline review sessions with detailed opportunity analysis and supporting data.
Develop and maintain deal health frameworks to identify stalled opportunities, missing sales activities, weak progression signals, and execution risks.
Challenge forecast assumptions, close dates, and deal values using historical conversion data and comparable deal analysis.
Manage executive-level swing deal tracking for strategic opportunities with significant revenue impact.
Analyse customer acquisition costs (CAC), lifetime value (LTV), pricing structures, and deal profitability to support commercial decision-making.

Sales Performance & Business Insights

Deliver weekly, monthly, and quarterly business performance reporting for Sales Leadership.
Create and maintain sales performance scorecards, including attainment, productivity, activity metrics, pipeline generation, and CRM health indicators.
Produce actionable insights that identify performance trends, operational bottlenecks, and revenue acceleration opportunities.
Prepare executive-ready materials for Weekly Business Reviews (WBRs), Monthly Business Reviews (MBRs), and Quarterly Business Reviews (QBRs).
Conduct ad hoc commercial and operational analysis to support strategic decision-making.

Strategic Sales Partnership

Act as the primary Sales Operations partner for assigned business units and sales leaders.
Lead regular business performance reviews, proactively driving discussions rather than responding to reporting requests.
Translate business challenges into structured analytical frameworks and operational improvement initiatives.
Serve as the trusted source for sales performance data, ensuring consistency, accuracy, and credibility across reporting.
Build strong stakeholder relationships through reliable delivery, commercial understanding, and strategic insight.
Sales Operations & Revenue Growth Initiatives
Contribute to high-impact Sales Operations programmes that improve productivity, scalability, and revenue performance across the organisation:

Territory & Capacity Planning

Model territory structures, account allocation strategies, and sales coverage plans.
Support quota setting and headcount planning through data-driven capacity modelling.
Identify opportunities to optimise sales resource deployment and productivity.
Incentive Compensation & Performance Management
Model compensation plan scenarios and assess potential business impact.
Build commission and payout calculators to support plan administration and leadership decision-making.
Analyse incentive effectiveness and alignment with organisational objectives.
Win/Loss & Revenue Effectiveness Analysis
Conduct win/loss analysis to identify performance drivers, competitive threats, and sales execution opportunities.
Partner with sales teams to understand deal outcomes and recommend improvements to sales strategy.
Produce actionable recommendations that improve conversion rates and revenue attainment.

Market & Commercial Intelligence

Support market sizing, TAM/SAM analysis, and sales opportunity planning.
Benchmark business performance against internal and external metrics.
Provide competitive insights that support go-to-market strategy and sales planning.

Requirements

3-5 years experience in sales operations, revenue operations, FP&A, or commercial analytics
Advanced Excel/Google Sheets skills: pivot tables, VLOOKUP/INDEX-MATCH, scenario modelling, data visualization
Salesforce or equivalent CRM experience: comfortable building reports, understanding pipeline mechanics, data hygiene
AI tech stack experience and exposure: process automation and optimisation
Commercial acumen: you understand how sales works - pipeline, forecasting, quotas, territories, comp plans
Communication skills: can present insights to executives, write clear recommendations, facilitate difficult conversations
Intellectual curiosity: you dig into 'why' not just 'what'; pattern recognition; love solving puzzles
Self-directed: don't need handholding; proactive not reactive; manage your own workload

Benefits

25 days' holiday + Bank Holidays
Company Pension scheme
Company Sick Pay (after qualifying period)
Cycle to Work scheme available
Employee rewards and discounts
Option to join Health Care Cash Plan
24/7 365-day access to Employee Assistance Programme through Health Assured
Access to on-going learning and development with our online learning platform
Free onsite parking
Life Assurance

Culligan UK

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Sales Operations Specialist