Why Choose Bottomline?
Are you ready to transform the way businesses pay and get paid? Bottomline is a global leader in business payments and cash management, with over 35 years of experience and moving more than $16 trillion in payments annually. We’re looking for passionate individuals to join our team and help drive impactful results for our customers. If you’re dedicated to delighting customers and promoting growth and innovation – we want you on our team!
About the job
This role focuses on supporting and optimizing the daily operations of the global Sales Development team, ensuring seamless lead flow, data integrity, and operational efficiency.
Position Summary
The Sales Development Operations Strategist plays a critical, hands‑on role in the daily operations that drive our global Sales Development team. This position is highly administrative and process‑driven, with a strong emphasis on data accuracy, lead assignments, territory management, reporting, and supporting operational excellence. You’ll partner closely with Sales Development, Marketing Operations, and Sales to optimise lead flow, maintain clean data, manage day‑to‑day administrative tasks, and ensure that no lead is left behind.
Key Responsibilities
Lead & Territory Operations (Daily Focus)
* Own the daily lead assignment process – including enrichment, routing, and validation – ensuring compliance with SLAs.
* Maintain and update territory rules, routing logic, and SDR lead coverage.
* Monitor lead queues to identify bottlenecks, routing errors, or data issues.
Administrative & Process Management
* Execute and maintain SDR operational processes including lead uploads, recycling, nurturing, and process documentation.
* Maintain all SDR process documentation in a centralized location; ensure materials are accurate and up to date.
* Act as the system administrator for SDR tools such as Outreach and chat/conversational tools (e.g., Drift/ZoomInfo Chat).
* Support SDR onboarding for process, tools, and best‑practice workflows.
Data Accuracy, Reporting & Analysis
* Own weekly and monthly reporting for Sales Development KPIs, pipeline contribution, and lead performance.
* Regularly audit data in Salesforce and Outreach to ensure accuracy, completeness, and compliance.
* Conduct analysis on marketing pipeline reports to identify trends and ensure data integrity.
* Partner with Marketing Operations to ensure accurate attribution, lead scoring, and reporting alignment.
Cross‑Functional Collaboration
* Work closely with Sales and Marketing teams to support campaign execution, lead pass processes, and opportunity tracking.
* Collaborate with Digital Marketing and MOPS on optimization initiatives, data alignment, and tool enhancements.
* Provide insights and recommendations to internal teams based on observed lead management trends.
Tools & Systems Support
* Manage and optimize SDR automation tools, ensuring data cleanliness, sequence accuracy, and user support.
* Support Salesforce updates on behalf of the SDR team and participate in operational efficiency projects.
Required Skills & Experience
* Advanced proficiency in Excel (pivot tables, lookups, data manipulation, reporting).
* Hands‑on experience with Salesforce in an operational or administrative capacity.
* Strong attention to detail with an ability to maintain accuracy across large datasets.
* Experience with tools such as Outreach, Drift, ZoomInfo, Cognism & D&B (preferred but not required).
* Strong analytical skills with proven experience working in data‑heavy environments.
* Ability to work in a fast‑paced environment managing multiple priorities simultaneously.
* Excellent communication skills—able to clearly articulate process updates, data changes, and operational needs.
* A proactive mindset with the ability to identify inefficiencies and propose practical solutions.
Education & Experience
* 2–4 years of experience in Sales Operations, Marketing Operations, Demand Generation Ops, or a similar process‑oriented role.
Inclusivity Statement
We welcome talent at all career stages and are dedicated to understanding and supporting additional needs. We’re proud to be an equal opportunity employer, committed to creating an inclusive and open environment for everyone.
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