Sales Operations Analyst collaborating with teams at Swiss Re to manage Re/Insurance onboarding and contracts. Experience in Reinsurance is an advantage for success in this role.
About the role
- Sales Operations Manager optimizing revenue operations across Clio’s Enterprise Segment. Driving sales forecasting, reporting, and analytical insights to ensure sustainable growth.
Responsibilities
- Identify, design, and implement improvements to Enterprise revenue workflows and processes to increase efficiency, scalability, and visibility across regions
- Support and evolve the structure of the revenue engine — including segmentation, territory models, compensation alignment, pipeline stages, and capacity planning — to ensure scalable and predictable growth.
- Ensure processes scale effectively to support global enterprise needs, expansion, regional nuances, and future product growth
- Ensure the revenue technology stack adequately supports the unique requirements of various go-to-market channels.
- Standardize sales processes, enforce governance frameworks, and reduce friction to enable consistent global execution.
- Develop accurate, enterprise sales forecasts using historical data, pipeline analysis, and market trends
- Partner with sales and revenue operations leadership to establish realistic targets, quotas, and capacity plans across regions and segments
- Drive rigor and consistency in forecasting and pipeline management
- Prepare and present recurring reports, dashboards, and insights on sales performance, key metrics, and strategic initiatives
- Conduct historical reviews of account performance, segmentation, prioritization, and win/loss analysis
- Lead predictive and diagnostic analytics to surface growth opportunities and performance risks
- Translate complex data into practical recommendations that drive revenue outcomes.
Requirements
- 8+ years in operations, sales, management consulting, or other analytical and strategic roles.
- Strong experience with Salesforce Einstein / CRMa, Looker, Advanced Excel/Google sheets required
- Experience working in B2B SaaS businesses or with other sales organizations
- Experience working in tech, digital space
- Strong project management skills and the ability to mobilize cross-functional teams towards a common goal
- Strong communication skills, including written and verbal communication experience with senior leadership
- Deep interest in analyzing data and the ability to see beyond the numbers to drive sound decision-making
- Comfort using and developing reports, metrics, and dashboards with salesforce.com, Tableau, PowerBI or other relevant sales metric tools and programs.
Benefits
- Competitive, equitable salary with top-tier health benefits, dental, and vision insurance
- Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, Dublin and Sydney) to be in office minimum twice per week.
- Flexible time off policy, with an encouraged 20 days off per year.
- EAP benefits for you and household members, including counseling and online resources
- 401k matching and Child Education Savings
- Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years
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