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Sales Operations Specialist
Culligan UKSales Operations Specialist serving as a strategic business partner driving operational excellence and revenue performance for designated business units. Leading data-driven sales initiatives in a hybrid role.
About the role
Key responsibilities & impact- Own and maintain weekly pipeline and forecast dashboards, providing visibility into coverage, velocity, stage progression, conversion rates, and deal health.
- Partner closely with Enterprise Sales Leaders during forecast reviews, delivering data-driven insights and recommendations on commit, best-case, and upside opportunities.
- Monitor pipeline waterfalls against forecast expectations, proactively identifying gaps, risks, and opportunities.
- Analyse pipeline coverage by segment, territory, account executive, and product line to ensure sufficient pipeline generation and future revenue attainment.
- Improve forecast accuracy through trend analysis, historical performance reviews, and risk assessment.
- Support weekly deal inspection and pipeline review sessions with detailed opportunity analysis and supporting data.
- Develop and maintain deal health frameworks to identify stalled opportunities, missing sales activities, weak progression signals, and execution risks.
- Challenge forecast assumptions, close dates, and deal values using historical conversion data and comparable deal analysis.
- Manage executive-level swing deal tracking for strategic opportunities with significant revenue impact.
- Partner with Sales Leadership to drive opportunity hygiene and CRM compliance.
- Analyse customer acquisition costs (CAC), lifetime value (LTV), pricing structures, and deal profitability to support commercial decision-making.
- Deliver weekly, monthly, and quarterly business performance reporting for Sales Leadership.
- Create and maintain sales performance scorecards, including attainment, productivity, activity metrics, pipeline generation, and CRM health indicators.
- Produce actionable insights that identify performance trends, operational bottlenecks, and revenue acceleration opportunities.
- Prepare executive-ready materials for Weekly Business Reviews (WBRs), Monthly Business Reviews (MBRs), and Quarterly Business Reviews (QBRs).
- Conduct ad hoc commercial and operational analysis to support strategic decision-making.
- Act as the primary Sales Operations partner for assigned business units and sales leaders.
- Lead regular business performance reviews, proactively driving discussions rather than responding to reporting requests.
- Translate business challenges into structured analytical frameworks and operational improvement initiatives.
- Serve as the trusted source for sales performance data, ensuring consistency, accuracy, and credibility across reporting.
- Build strong stakeholder relationships through reliable delivery, commercial understanding, and strategic insight.
- Model territory structures, account allocation strategies, and sales coverage plans.
- Support quota setting and headcount planning through data-driven capacity modelling.
- Identify opportunities to optimise sales resource deployment and productivity.
- Model compensation plan scenarios and assess potential business impact.
- Build commission and payout calculators to support plan administration and leadership decision-making.
- Analyse incentive effectiveness and alignment with organisational objectives.
- Conduct win/loss analysis to identify performance drivers, competitive threats, and sales execution opportunities.
- Partner with sales teams to understand deal outcomes and recommend improvements to sales strategy.
- Produce actionable recommendations that improve conversion rates and revenue attainment.
- Support market sizing, TAM/SAM analysis, and sales opportunity planning.
- Benchmark business performance against internal and external metrics.
- Provide competitive insights that support go-to-market strategy and sales planning.
Requirements
What you’ll need- 3-5 years experience in sales operations, revenue operations, FP&A, or commercial analytics
- Advanced Excel/Google Sheets skills: pivot tables, VLOOKUP/INDEX-MATCH, scenario modelling, data visualization
- Salesforce or equivalent CRM experience: comfortable building reports, understanding pipeline mechanics, data hygiene
- AI tech stack experience and exposure: process automation and optimisation
- Commercial acumen: you understand how sales works - pipeline, forecasting, quotas, territories, comp plans
- Communication skills: can present insights to executives, write clear recommendations, facilitate difficult conversations
- Intellectual curiosity: you dig into 'why' not just 'what'; pattern recognition; love solving puzzles
- Self-directed: don't need handholding; proactive not reactive; manage your own workload
Benefits
Comp & perks- 25 days' holiday + Bank Holidays
- Company Pension scheme
- Company Sick Pay (after qualifying period)
- Cycle to Work scheme available
- Employee rewards and discounts
- Option to join Health Care Cash Plan
- 24/7 365-day access to Employee Assistance Programme through Health Assured
- Access to on-going learning and development with our online learning platform
- Free onsite parking
- Life Assurance
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data analysisforecastingpipeline managementtrend analysisscenario modellingdata visualizationwin/loss analysissales performance metricscapacity modellingcommission plan modelling
Soft Skills
communication skillsintellectual curiosityself-directedstakeholder relationship buildingproactive problem solvinganalytical thinkingpresentation skillsstrategic insightcollaborationfacilitation