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Sales Operations Lead, UK

Remote: 
Full Remote
Contract: 
Full time
Experience: 
Senior (5-10 years)
Work from: 
United Kingdom

Offer summary

Qualifications:

Extensive experience in sales operations, Expertise with Salesforce and CRM tools, Strong forecasting and data analysis skills, Experience in project management.

Key responsabilities:

  • Design and execute business strategies
  • Lead sales forecasting efforts
Planday logo
Planday https://www.planday.com/
201 - 500 Employees
About Planday
Planday from Xero is a leading digital solution that uncomplicates everyday scheduling and workforce management by making it easier for businesses and shift workers around the world to communicate, collaborate, and get work done. Powered by a community of local industry experts, Planday provides a best-in-class digital platform that is easy to use, accurate, secure, and compliant with local needs and standards. From payroll and accounting to POS and reporting, its open API and tech ecosystem is scalable to fit shifting business needs and to build an engaged, flexible workforce. Founded in 2004, Planday is headquartered in Copenhagen, Denmark and supports over 400,000 users across Europe, Australia and the US. Planday was acquired by Xero in 2021. For more information, please visit www.planday.com
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Job description

How you’ll make an impact

The Sales Operations Team is pivotal in driving Xero’s growth in the UK, a key market in our “3x3 Strategy,” which focuses on deepening our engagement in three key markets with three key partner segments. The Sales Operations Lead will work alongside the Senior Sales Operations Analyst to ensure alignment and effectiveness in our operations. While the Senior Analyst will focus on data structures and long-term projects, the Sales Operations Lead will concentrate on critical areas such as forecasting, territory management, segmentation, and performance initiatives tailored for the UK market. 

This role will serve as the focal point for reporting and sales queries, problem-solving, and implementing streamlined processes that directly contribute to our strategic objectives in the UK. The Sales Operations Lead will also support initiatives to land quarterly improvement projects as part of our release programme to enhance our service offer locally and have the opportunity to work with our Global Sales Operations Team on initiatives planned with a wider global impact.

Reporting to the Head of Sales Operations for UK + Emerging Markets the Sales Operations Lead (UK) will regularly collaborate with other sales operations peers in the UK and in our Emerging Markets tapping into the wealth of experience in our talented team.


What you'll do
  • 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.


    • What you'll bring with you
  • 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.

    • Required profile

    Experience

    Level of experience: Senior (5-10 years)
    Spoken language(s):
    English
    Check out the description to know which languages are mandatory.

    Hard Skills

    Sales OperationsSalesforceSales Territory ManagementCross-Functional CollaborationProject ManagementPerformance MetricSales Process EngineeringData AnalysisChange LeadershipCross-Functional CollaborationStrategic AlignmentSales Optimization

    Other Skills

    • Forecasting
    • Problem Solving
    • Detail Oriented
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