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About the role
Key responsibilities & impact- Build the Sales Operating System
- Define the sales process end-to-end — stages, entry/exit criteria, qualification standards
- Design pipeline structure that reflects reality, not rep sentiment
- Replace ad hoc workflows with clear, enforceable process
- Clean up and continuously govern pipeline hygiene
- Eliminate stale deals, enforce close date integrity, and drive accountability
- Introduce lifecycle logic (progress, stall, recycle, close)
- Build forecasting frameworks grounded in actual deal signals
- Define categories, inspection cadence, and expectations
- Move the business from opinion-based forecasts to evidence-based predictions
- Analyse and fix conversion gaps across the funnel
- Increase pipeline velocity and reduce sales cycle length
- Improve pipeline coverage and rep productivity through better structure
- Translate sales process into scalable CRM design (fields, workflows, guardrails)
- Define what “minimum viable truth” looks like in the system — and enforce it
- Structure data so reporting reflects how the business actually operates
- Work directly with Sales leaders and regional MDs to drive adoption
- Align with Marketing Ops on lead flow, routing, and conversion
- Partner with Data to ensure models reflect real commercial logic
- Bridge strategy and execution - this is not a back-office role
Requirements
What you’ll need- Built sales processes from scratch (0→1), not just optimised existing ones
- Scaled and refined those processes (1→N) in a growing B2B SaaS environment
- Owned pipeline management and forecasting, not just reported on it
- You don’t just fix symptoms, you design the underlying structure
- You can translate messy reality into clear process, data, and workflows
- You’re comfortable operating across process, systems, and data
- Hands-on enough to build dashboards, define CRM logic, and implement workflows
- Structured enough to model data and guide data teams effectively
- Pragmatic: you ship, iterate, and improve
- Comfortable pushing back on Sales when needed
- Able to introduce structure without slowing the business down
- Focused on outcomes, not activity
- Experience embedding AI into sales workflows (e.g. pipeline inspection, call analysis, prioritisation, or automation) and using it to drive productivity and decision-making
Benefits
Comp & perks- Enjoy flexible hybrid working – split your time between home and our office, with the freedom to work where you’re most productive.
- A vibrant, diverse company pushing ourselves and the technology to deliver beyond the cutting edge
- A team of motivated characters and top minds striving to be the best at what we do at all times
- Constantly learning and exploring new tools and technologies
- Acting as company owners (all Vortexa staff have equity options)– in a business-savvy and responsible way
- Motivated by being collaborative, working and achieving together
- Private Health Insurance offered via Vitality to help you look after your physical health
- Global Volunteering Policy to help you ‘do good’ and feel better
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
sales process designpipeline managementforecasting frameworksdata modelingCRM logicdashboard buildingsales cycle optimizationAI integration in sales workflowsconversion gap analysispipeline velocity improvement
Soft Skills
pragmaticstructuredoutcome-focusedcollaborativeadaptableaccountableanalyticalcommunicativeproblem-solvingleadership