Who are we?
Founded in 2014 by Khadim Batti and Vara Kumar, Whatfix is a leading global B2B SaaS provider and the largest pure-play enterprise digital adoption platform (DAP). Whatfix empowers companies to maximize the ROI of their digital investments across the application lifecycle, from ideation to training to the deployment of software. Driving user productivity, ensuring process compliance, and improving user experience of internal and customer-facing applications.
Spearheading the category with serial innovation and unmatched customer-centricity, Whatfix is the only DAP innovating beyond the category, positioning itself as a comprehensive suite for GenAI-powered digital adoption, analytics, and application simulation. Whatfix product suite consists of 3 products - Mirror, DAP and Analytics. This product suite helps businesses accelerate ROI on digital investments by streamlining application deployment across its lifecycle.
- Whatfix has seven offices across the US, India, UK, Germany, Singapore, and Australia and a presence across 40+ countries.
- Customers: 700+ enterprise customers, including over 85 Fortune 500 companies such as Shell, Microsoft, Schneider Electric, and UPS Supply Chain Solutions.
- Investors: Raised a total of ~$270 million. Most recently Series E round of $125 Million led by Warburg Pincus with participation from existing investor SoftBank Vision Fund 2
- Other investors include Cisco Investments, Eight Roads Ventures (A division of Fidelity Investments), Dragoneer Investments, Peak XV Partners, and Stellaris Venture Partners.
“Hustle Mode ON” is something we live by.
Ideal Candidate
- 3-5 years of experience working in SaaS organizations, preferably with 2+ years of experience working in a revenue (sales/partnerships/marketing/customer success) function.
- Experience working with executive stakeholders, delivering detailed quantitative analysis and insights.
- Be comfortable creating and delivering executive-level presentations and be willing to accept an agile work portfolio containing strategic, tactical, and ad-hoc projects.
Why will you enjoy this new opportunity?
Whatfix’s Revenue Operations department is looking for a Sales Operations Analyst/Specialist. In this role you will be responsible for handling the end to end Sales operations function, ranging from running forecast calls, supporting the implementation of annual quota capacity and revenue targets, handling org-level strategic projects, streamlining data and insights & tracking key revenue metrics with highest rigor among others.
Where is this role located?
This is a full-time position, requiring work from the office five days a week located in HSR Layout, Bangalore and you will be expected to work in a EMEA time zone (1 PM - 10 PM IST).
The Work: Forecasting, Analytics & Reporting
- Own Forecast calls across various levels to ensure predictable quarterly revenue outcomes. Ensure the actions derived from the Forecast calls are implemented on the field
- Maintaining Salesforce Pipeline hygiene is paramount for the organization. The Sales Operations Manager will own the hygiene of all critical fields and work with all levels of management and individual contributors to ensure adherence
- Work closely with the Sr Sales Leaders to define action plans to achieve the quarterly / yearly business outcomes
- Consolidate and lead analytics & reporting across sales & partnerships. Develop analytics team structure to support growth across all segments
- Orchestrate reporting cadences, TAT for publishing reports, and guidelines for documentation
- Focus more on automation. Work with the Data Lake team to automate periodic reports in Looker and minimize duplication of efforts. Ensure proper documentation and drive adoption
- Evangelize and drive the adoption of Looker reports among the sales and partnerships leaders/managers by actively delivering insights and presenting the platform’s capabilities
- Lead best practices on dashboarding and tracking sales metrics and conduct periodic sales review meetings with sales leaders and managers
The Work: Strategy & Planning
- Bring strategic alignment and coordination in function-level operations, a structure that can propel and support the company to 3-5x its current revenues. Effectively manage sub-functions, headcount, and person/team mappings to drive efficient growth
- Work closely with the business finance team, BU leadership, and BU Operations team to translate financial objectives and company-level plans into quarterly operating plans for Sales
- Streamline planning, modeling, forecasting, and reviews for sales. Drive forecasting accuracy through better coordination in planning and better execution support to teams. Work with executive stakeholders on investor and board-level data analysis and presentations.
Success in the Role: What are the performance outcomes over the first 12 months?
- 30 days: Complete onboarding, understand engagement rules, and build a network across teams.
- 60 days: Engage with senior stakeholders, participate in forecast calls, align sales compensation plans, and analyze revenue metrics.
- 90 days: Take ownership of strategic projects, identify process gaps, and support senior sales executives in achieving goals.
- 180 days: Provide data-driven insights to sales leaders and contribute to quarterly and annual planning for achieving OKRs.
- 365 days: Lead initiatives to enhance business agility through effective change management and governance.
Note:
- We strive to live and breathe our Cultural Principles and encourage employees to demonstrate some of these core values - Customer First; Empathy; Transparency; Fail Fast & Scale Fast; No Hierarchies for Communication; Deep Dive & Innovate; Trust, Do it as you own it;
- We are an equal opportunity employer and value diverse people because of and not in spite of the differences. We do not discriminate on the basis of race, religion, color, national origin, ethnicity, gender, sexual orientation, age, marital status, veteran status, or disability status.
