About WTW
Willis Towers Watson (NASDAQ: WLTW) is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 45,000 employees serving more than 140 countries and markets.
We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas — the dynamic formula that drives business performance.
Together, we unlock potential.
Job Summary
A data-focused Sales Ops specialist with 2 to 3 years of experience in sales operations, CRM (Customer Relation Management)data management, or data processing roles. The role is centred on delivering high-volume, high-accuracy execution across client and account data, campaign support, and reporting activities.
The ideal candidate will be comfortable working with structured data, performing CRM (Customer Relation Management)updates, and supporting sales teams through accurate and timely data preparation. This role demands strong attention to detail, speed, and adherence to defined processes.
You will work with other team members to execute requests related to internal organizational data, CRM (Customer Relation Management) updates, and campaign support, ensuring consistent and error-free delivery.
About the Team
GB Sales Operations team partners closely with Sales, Industry, and Functional leadership to drive consistent, insight-led growth. The team operates as a strategic enabler, ensuring alignment to global standards while adapting to local market priorities.
The team supports segment-specific growth activities by addressing local business needs through structured pipeline reporting, forecasting, lead and account management, and adherence to LRM standards. As part of its expanded remit, the Client and Industry Insights function caters to the growing demand from industry leaders by delivering actionable insights and a deeper understanding of client risk needs.
Working in close collaboration with Industry Practice Leaders and Sales Leadership, the team contributes to the development and execution of sales strategies and campaigns. Core responsibilities include delivering business intelligence, maintaining high-quality account data within Dynamics CRM, and providing reporting and analytics to evaluate the effectiveness of sales initiatives. The team also acts as a key interface across Sales, Marketing, Finance, and Delivery, enabling informed decision-making through regular performance reporting (monthly and quarterly reviews).
Principal Duties/Responsibilities
Execute data creation, validation, and enrichment within Microsoft Dynamics 365 (D365)
Perform account and contact setup, including hierarchy mapping and tagging
Support revenue banding and basic segmentation activities
Ensure data accuracy, consistency, and completeness across systems
Extract data from internal systems and approved external sources
Structure data into predefined templates and formats
Build clean, analysis-ready datasets
Support list creation using LinkedIn Sales Navigator
Execute target list builds based on defined criteria
Support campaign setup and data updates in CRM (Customer Relation Management)
Maintain trackers and update campaign status regularly
Create PowerPoint slides using predefined templates
Organize and format data for senior team review
Perform self-quality checks before submission
Follow standard operating procedures and documentation practices
Skills
2–3 years of experience in sales operations, CRM (Customer Relation Management )data management, or data processing roles
Strong proficiency in Microsoft Excel (intermediate to advanced)
Basic working knowledge of CRM (Customer Relation Management ) systems such as Microsoft Dynamics 365 or Salesforce
Ability to handle structured datasets with high accuracy
Familiarity with LinkedIn Sales Navigator (good to have)
Ability to follow defined instructions and work independently on assigned tasks
Good communication skills for internal coordination
Tools & Technical Knowledge
CRM (Customer Relation Management )Systems: Microsoft Dynamics 365 (preferred), Salesforce, etc.
Data Handling: Microsoft Excel
Prospecting Tools: LinkedIn Sales Navigator
Presentation: Microsoft PowerPoint
AI Tools (optional): Copilot for productivity support
Competencies
Strong communication skills – ability to convey research insights clearly and persuasively.
Attention to detail – ensures accuracy and consistency in all content.
Proactive mindset – takes initiative in identifying trends and proposing solutions.
Team-oriented – fosters collaboration and knowledge sharing across departments.
Excellent time management – prioritizes tasks effectively to deliver results on schedule.
