Sales Operations Analyst enhancing sales force productivity by streamlining operations at Wolters Kluwer. Managing routine sales reports, project coordination, and training materials administration.
About the role
- Sales Operations Analyst at Reward Gateway focusing on maintaining CRM data integrity and supporting commercial teams. Collaborating with Sales and Client Success for operational excellence in a hybrid setting.
Responsibilities
- Maintain Salesforce (or equivalent CRM) data quality, working with SDRs, Sales, and Client Success.
- Manage account, opportunity, and renewal hygiene (stages, values, timelines, next steps, and ownership).
- Create, update, and streamline CRM fields, workflows, validation rules, and processes.
- Support user queries, troubleshooting, and training.
- Own and maintain sales process documentation and workflows.
- Build and optimise lead-routing, assignment rules, and working practices with SDR leadership.
- Ensure adherence to commercial governance across New Business and Client Success.
- Support the Director of Commercial Excellence with operational checks and reviews.
- Provide support on sales tools including Outreach, Gong/Jiminy, CPQ, dashboards, and reporting systems.
- Administer permissions, user set-ups, and licence allocation.
- Run weekly pipeline hygiene checks and support the monthly forecasting cycle.
- Provide opportunity audits and ensure compliance with stage definitions.
- Flag risk items and data anomalies to Revenue Insights and leadership teams.
- Work with Proposition Managers on data tagging, product usage tracking, and campaign execution.
- Support BR packs with analysis, data extraction, and commentary.
- Help Marketing with campaign attribution, lead-processing, and field-level tracking.
Requirements
- Proven experience in sales operations, CRM administration, commercial support, or revenue operations.
- Strong background supporting SaaS, B2B, or multi-product commercial teams.
- Experience with Salesforce (or equivalent CRM) is essential.
- Solid understanding of sales processes, renewal cycles, and pipeline management.
- Detail-oriented: ensures data accuracy and operational hygiene.
- Problem-solver: identifies issues and drives practical solutions.
- Process-minded: structured thinker with strong organisational skills.
- Collaborative: builds productive relationships across Sales, CS, GTM, and Marketing.
- Communicative: simplifies complexity for non-technical users.
- Proactive: anticipates issues before they become blockers.
- Proficient in CRM configuration and reporting.
- Strong Excel/Sheets skills.
- Familiarity with BI tools (Looker, Tableau, PowerBI) preferred.
- Experience with sales enablement or sales engagement tools desirable.
Benefits
- Screening call with member of the Talent Acquisition Team
- First interview with Head of Commercial Operations
- Take-home assessment
- Final interview with Sales Support Manager and Director of Commercial Excellence
- Flexible holiday plan of up to 40 days per year
- £400 a year Wellbeing Allowance
- Private Medical Insurance
- Allowance for professional development books, E-books, and podcasts
- Contributory pension scheme
- Employee, friends and family discounts across 1200+ retail, hospitality and lifestyle brands
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