Sales Operations Specialist
WTW
**Description**
We are seeking a dynamic and strategic individual to join our team as a Sales Operations Partner. In this role, you will play a pivotal role in driving new business through strategic prospect analysis, sales reporting, marketing campaigns, business planning, and client engagement. Working closely with cross-functional teams, you will partner with Business Leaders to implement new Global Standards for Client Satisfaction, Account Planning, and Client-at-Risk, while enhancing relationships to support and enable growth activities.
_Note:_ Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**The Role**
+ Develop and execute growth strategies across Industry Verticals and Geography segments, considering industry representation.
+ Collaborate with CRB Leadership to manage growth analysis and forecasting.
+ Work closely with Strategy Leader to ensure accurate new business forecasting, variance reporting management, and business planning.
+ Organize prospecting strategy sessions with the sales community and assist in new business forecasting and growth progression.
+ Track and evaluate market penetration, prospect assignment, and client retention efforts.
+ Maintain accurate pipeline forecasts and collaborate with the Financial Business Partner on forecast changes and reporting needs.
+ Create and maintain robust prospect lists based on industry, geography, etc.
+ Coordinate and maintain client and prospect contact lists in CRM to facilitate marketing initiatives and drive brand awareness.
+ Coordinate business plans and growth calculators review with CRB Leadership to evaluate progress.
+ Partner with Business Leaders to implement new Global Standards for Client Satisfaction, Account Planning, and Client-at-Risk.
+ Enhance relationships with Business Leaders to support and enable growth activities.
+ Drive adoption of Dynamics 365 via training, demonstrating value of reporting, and providing resources to assist with data issues.
+ Maintain a high level of support for managed accounts by continuing to partner with LRMs.
+ Focus on building and strengthening relationships with Sales Operations key stakeholders.
+ Offer best practices and supporting resources to extend our reach and drive efficiencies in our work.
**Qualifications**
**The Requirements**
+ Bachelor's degree in Business Administration, Marketing, or a related field.
+ years of experience in market analysis, sales reporting, and business planning.
+ Proven track record of driving new business growth and market expansion.
+ Strong analytical skills with the ability to interpret data and trends effectively.
+ Excellent communication and interpersonal skills.
+ Proficiency in CRM platforms, Microsoft Office Suite, and reporting tools such as Epic, Power BI, etc.
+ Ability to work independently and collaboratively in a fast-paced environment.
EOE, including disability/vets
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