Sales Operations Business Partner

Avid
$96,000 - $144,000Remote

About The Position

We are seeking a Sales Operations Business Partner to support the Americas region as a trusted strategic partner to our VP of Sales and the regional sales leadership team. In this role, you will be the operational backbone for our Americas sales organization where you will own critical cadences, driving data-informed decisions, and enabling our sales teams to execute at their highest level. You will support a sales organization with a range of go-to-market roles that includes PreSales, Account Executives, Partner Account Managers, and Loyalty across enterprise and mid-market segments. The ideal candidate is analytically curious, comfortable presenting data to stakeholders, and passionate about driving operational excellence across the sales organization.

Requirements

  • Experience: 3+ years of hands-on experience in Sales Operations, Revenue Operations, or a similar commercial analytics role.
  • Salesforce Proficiency: Deep comfort navigating Salesforce, building reports, and creating dashboards. (You don't need to be a certified Admin, but you must know your way around the data.)
  • Presentation Skills: Strong communication skills with the confidence to present data, insights, and constructive feedback directly to VPs, managers, and sales reps.
  • Forecasting Expertise: Proven experience managing sales forecasts and pipelines, understanding the mechanics of how deals move through stages.
  • Tech-Savvy: High comfort level learning and adopting new sales tools (e.g., Gong).

Nice To Haves

  • Experience working in a subscription-based business model.
  • Hands-on experience with CPQ (Configure, Price, Quote) systems.
  • Experience with Power BI.
  • Familiarity with Marketo or similar marketing automation platforms.

Responsibilities

  • Pipeline & Forecast Leadership
  • Lead Weekly Forecast Calls: Drive the initial portion of weekly Americas forecast calls, presenting data and key findings to the VP of Sales and regional managers before they dive into product-specific and renewal forecasts.
  • Send Weekly Executive Recaps: Provide a written recap and your strategic perspective on the forecast directly to the CRO.
  • Manage Weekly Open Orders: Lead weekly open order calls, track shipment allocations and ensure a smooth ordering process from booking to billing.
  • Drive Monthly Pipeline Reviews: Conduct monthly pipeline calls, analyzing trends, health metrics, and stage distribution to provide actionable insights.
  • Maintain Forecast Process & Data Hygiene: Partner with sales leaders to maintain strict forecast accuracy and ensure the teams are following our sales process and keeping Salesforce data clean and up to date.
  • Cross-Functional Operations
  • Partner with Finance: Collaborate regularly with Deal Desk, Order Management, and other Finance teammates on crediting rules, disputes, and quarterly Booking-to-Billing audits.
  • Support Account Planning: Facilitate monthly account plan reviews to ensure strategic enterprise accounts are tracking toward targets.
  • Data, Systems, & Process Improvement
  • Conduct Standard Cadence of Audits: Regularly audit Salesforce data, ensuring user roles, hierarchies, and system setups are accurate.
  • Build Dashboards & Reports: Create and maintain reports and dashboards in Salesforce.
  • Drive Systems Adoption: Promote consistent usage of Salesforce, forecasting tools, and sales methodologies by monitoring data quality, spotting gaps or inefficiencies, and implementing process improvements that reduce manual work and support scalable, repeatable operations.
  • Improve Processes: Continuously identify and drive process improvement projects, working alongside our dedicated Salesforce Business Analysts to fix bugs and enhance our tooling.
  • Analyze Win/Loss Data: Prepare quarterly win/loss reports to provide the business with competitive insights.
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