Sales Operations Lead

Summary

Join Xero's Sales Operations Team in the UK as the Sales Operations Lead and play a pivotal role in driving growth within a key market. Collaborate with the Sales Leadership team to design and execute business strategies, focusing on forecasting, territory management, and performance initiatives. You will be responsible for reporting, problem-solving, and implementing streamlined processes. This role involves working with the Senior Sales Operations Analyst, supporting quarterly improvement projects, and collaborating with the Global Sales Operations Team. Reporting to the Head of Sales Operations, you will regularly collaborate with peers in the UK and Emerging Markets. The position requires extensive experience in sales operations, expertise with Salesforce, and strong analytical skills.

Requirements

• Extensive experience in sales operations or related roles
• Expertise with Salesforce and CRM tools for data management
• Strong forecasting and data analysis skills
• Experience in sales process optimization, territory management, and performance metrics
• Proven track record in project management and cross-functional collaboration
• Ability to drive change initiatives and ensure data accuracy
• Change Leadership: Experience leading change initiatives and driving adoption
• CRM Proficiency: Strong experience with Salesforce and CRM tools
• Forecasting & Analytics: Proven ability to forecast accurately and transform complex data into actionable insights
• Sales Process Mastery: In-depth knowledge of the sales cycle and optimizing operations for efficiency
• Strategic Alignment: Ability to align operational initiatives with broader business goals
• Collaborative Skills: Proven ability to work cross-functionally
• Problem-Solving: Strong ability to identify challenges and implement effective solutions
• Detail-Oriented: Commitment to data accuracy and operational integrity

Responsibilities

• Collaborate with the Sales Leadership team to design and execute business strategies, plans, and procedures that ensure profitable, efficient, and compliant sales operations for the partner channel in the UK
• Lead efforts in sales forecasting, ensuring accuracy and alignment with business objectives
• Develop and manage territory strategies to optimize sales performance across the UK market
• Implement and refine segmentation models to better identify and target key customer groups
• A key part of annual and quarterly planning as we align the activities, tactics and structure of the sales team in the UK to the goals of the UK and wider Xero business
• Maintain accurate sales forecasting data on a weekly, quarterly, and annual basis, crucial for supporting the “3x3 Strategy.”
• Deliver insightful reports, dashboards, and ad-hoc analyses to decision-makers within the business unit, ensuring alignment with our strategic goals
• Assist in the standardization of dashboards and reporting, enhancing speed and effectiveness in centralized reporting
• Ensure clarity between Sales and Finance metrics across GTM teams to facilitate strategic alignment
• Analyze performance insights from the frequency-based partner segmentation model to enhance decision-making
• Support the implementation and utilization of Salesforce across the GTM team, providing necessary training and resources
• Focus on continuous improvement and innovative approaches to drive efficiency in sales operations