48forty Solutions

Business Operations

• Partner closely with Sales leadership and frontline team members to develop a thorough understanding of current sales pipeline stages, workflows, handoffs, and pain points.
• Map end-to-end sales processes, from lead generation through close, documenting current-state and desired future-state workflows with clarity and detail.
• Perform analysis on sales data to understand the sales process and use this analysis to support or help manage changes in the sales organization.
• Identify gaps, redundancies, and friction points in existing processes and translate findings into actionable improvement opportunities.
• Facilitate working sessions and interviews with stakeholders to surface business requirements, validate assumptions, and build alignment across teams.
• Capture and document clear, well-structured functional requirements that reflect stakeholder needs and serve as the authoritative source for system or process changes.
• Develop business process documentation including process maps, workflow diagrams, use cases, and user stories that can be understood by both business and technical audiences.
• Maintain requirements backlog and ensure documentation is kept current as business needs evolve.
• Define acceptance criteria for new capabilities, ensuring requirements are testable and tied to measurable business outcomes.
• Serve as an embedded business partner to the Sales team, developing a deep understanding of pipeline health, conversion metrics, forecast accuracy, and deal management practices.
• Proactively identify opportunities to improve pipeline visibility, data quality, and reporting through process or tooling enhancements.
• Translate Sales team feedback and requests into structured requirements that can be prioritized and acted upon by IT or operations.
• Support the design and adoption of pipeline management standards, including stage definitions, field usage guidelines, and data entry expectations.
• Act as the business-side liaison for CRM-related initiatives, ensuring technology enhancements are grounded in real business needs and clearly specified before development or configuration begins.
• Evaluate CRM workflows, automation, and reporting capabilities against business requirements, recommending changes that improve usability and adoption.
• Coordinate user acceptance testing (UAT) for CRM updates, including defining test scenarios, coordinating testers, and tracking resolution of issues identified during testing.

IT Business Systems Operations Analyst – Sales Pipeline, CRM