Sales and Operations Planning Lead

4 weeks ago


Birmingham, United Kingdom PageGroup Full time

As a Sales Operations Transformation Lead, you will be responsible for defining, planning and managing the implementation of Sales transformation initiatives aligned to best practice, to deliver the most efficient and effective processes and solutions. You will work closely with the project team, Sales leadership and Account Managers, sponsors, and cross functional business teams on key Sales transformation initiatives, including the co-termination of customer contracts and the rationalisation of existing products.
You will manage a small team of Business Analysts and be the key point of contact for the SI partner.
You'll need to have excellent stakeholder management, project management, communication, and organisational skills.

Manage the co-termination of customer contracts across four Commercial Units (Education, Government & Housing, Health & Care, Legal, Professional Services & Distribution, Logistics & Manufacturing), supporting over 250+ Account Managers and a team of Business Analysts.
· Work collaboratively across business teams to triage issues raised by the project and business teams, including solving issues with inaccuracies in contract data, and billing and order management issues.
· Support the optimisation of the Salesforce process to co-term customer contracts, including streamlining handover points between business units.
· Manage the rationalisation of existing products, from initial product design through to User acceptance testing and deployment in Salesforce.
· Proactively manage the relationship with the Salesforce SI partner to ensure they efficiently and reliably deliver services and systems as per the contractual agreements.
· Attend key forums and working groups for decision making, priority setting and risk / issue escalation.
· Prepare and present the workstream progress reports and provide clear insights into the status across sub-workstreams, highlighting any at risk areas including the steps required to mitigate.
· Continuously assess and improve sales processes to enhance efficiency and effectiveness. 7- 10+ years of experience in Lead to Order process transformation in the software industry
· Strong Salesforce knowledge
· Project management skills / experience
· Ability to self-manage and work independently, work to tight deadlines, prioritize workloads and work with related internal business functions.



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