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Sales operations analyst

Ascot
Permanent
Mulberry Recruitment
Sales operations analyst
Posted: 9 May
Offer description

Sales Operations Analyst Salary: Competitive Reports To: Head of Sales / Sales Manager Location: Ascot (Office-Based) Role Summary As a Senior Sales Operations Executive, you will be the driving force behind optimising our CRM system, producing high-quality reports, and enabling data-led decision making. Acting as the CRM superuser, you’ll collaborate across departments to ensure sales processes are seamless, efficient, and impactful. This role is perfect for someone who thrives on precision, analytics, and being the go-to expert in sales operations. Key Responsibilities CRM Ownership & Data Strategy Act as the CRM (Microsoft Dynamics) superuser and administrator across the company. Ensure data accuracy and leverage CRM insights to drive sales activities and forecasting. Generate and maintain reports including month-end summaries, reseller performance, and CRM completeness. Manage CRM change requests, user training, and system enhancements. Sales Operations & Reporting Compile and present sales metrics and performance insights to internal stakeholders. Support the creation of significant sales quotations, tenders, proposals, and pricing strategies. Maintain pricing and loan databases; approve special pricing within guidelines. Coordinate the monthly sales volume forecast (Dispo report) and deliver reports to global HQ. Team & Process Support Assist the Sales Manager with meetings, events, trave...

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