Sales Operations
-
Recognise, develop & implement process improvements within the Sales organisation
-
Support pipeline management using CRM tools (D365)
-
Act as a liaison between internal teams (Product, Membership, Client Services) when dealing with client requests
-
Support end-to-end client onboarding processes in collaboration with the sales and membership teams
Reporting, MI & CRM
-
Contribute to the management of sales data and critical KPIs to drive efficiencies and monitor performance
-
Support the evolution of data production to improve business intelligence whilst supporting regular business requests for information, such as quarterly reviews
-
Provide timely & trusted ‘useful’ data to help drive sales & to make informed business decisions
-
Contribute to build out and management of CRM (D365)
-
Monthly invoicing process: act as a back-up initially, with a view to managing the process in the future
Centralised Communications & Content
-
Provide a toolkit repository for all sales managers as their critical source of content, data, and processes
-
Support Marketing with the creative direction for client content, offering a comprehensive library of stock content for front line use
-
Support sales team with client pitches/decks/proposals in a structured process ensuring efficient output and quality of content
-
Maintain strong awareness of competitor landscape
We are proud to be an equal opportunity employer. We do not discriminate against individuals on the basis of race, gender, age, citizenship, religion, sexual orientation, gender identity or expression, disability, or any other legally protected factor. We value the unique talents of all our people, who come from diverse backgrounds with different personal experiences and points of view and we are committed to providing an environment of mutual respect.
Additional Information
This job description is only describing the main activities within a certain role and is not exhaustive. It does not prevent to add more tasks, projects.
