Specialist - Business Operations (Client Administration)

Overview

Sales Training & Readiness

• Develop and deliver comprehensive sales enablement programs – Design and manage training curricula, sales onboarding plans and ongoing skill-development initiatives (e.g. structured new-hire onboarding, Solution Selling workshops, product/industry training) to ensure sales teams are equipped with up-to-date knowledge, playbooks and best practices.
• Enablement calendar & knowledge sharing – Establish a sales training calendar (e.g. quarterly training sprints) for the year, coordinating role-based enablement sessions, coaching programs and knowledge-sharing forums that improve seller competencies in areas like solution positioning, CRM usage, and competitive differentiation.

Pipeline & Forecast Management

• Pipeline governance & hygiene – Support rigorous pipeline management practices implementation to ensure all opportunities are properly captured, qualified and advanced through the sales funnel with clean data. Monitor pipeline health metrics (coverage, velocity, conversion rates, etc.).
• CRM data governance – Enforce CRM usage and data quality standards, ensuring that sales pipeline and customer data are accurate, up-to-date and aligned with defined sales stages and processes.

Deal Governance & Sales Process Support

• Deal qualification & review – Support the deal qualification process by partnering with the relevant teams to apply rigorous criteria and governance for new opportunities. Help facilitate internal deal reviews, providing objective analysis on deal readiness (e.g. via checklists, go/no-go criteria) and recommending actions to improve win probability or prioritize high-value deals.
• Deal execution and escalation support – Engage early in deal cycles to anticipate and remove operational roadblocks (pricing, approvals, resources) that could delay closing. Coordinate the deal governance process, ensuring compliance with internal approval matrices and that deals move efficiently through required steps.
• Sales process improvement – Continuously identify and support implement improvements in sales processes and tools to reduce cycle time and improve efficiency, such as streamlining stages in the lead-to-close workflow or enhancing qualification frameworks. Ensure governance practices (cadence calls, qualification gates, RASCI matrices) are well-documented and adopted, thereby embedding a culture of disciplined sales execution.
• Client portal onboarding & governance – Own and support CPX onboarding onto client portals, including coordinating access setup, defining standard onboarding steps and maintaining clear ownership across Sales, Delivery and Operations. Establish and manage governance around portal usage, including access controls, tracking status and milestones, ensuring data accuracy and monitoring ongoing compliance with client and internal requirements.

Cross-Functional Collaboration

• Bridge between Sales & other functions – Act as the enabling link between Sales and key stakeholders in Marketing, Product, Finance and Delivery.
• Operational alignment & cadence – Partner with Sales leadership and other Commercial Operations team members to ensure a unified sales operating rhythm, including forecast calls, pipeline reviews and business planning cycles. Facilitate cross-functional meetings and communications when needed (e.g. sales–delivery–finance meetings on deal status) to maintain momentum on critical deals. Foster strong relationships with all stakeholders to create a “one-team” approach in achieving revenue goals.

Qualifications

• 5+ years of experience in sales enablement, sales operations or commercial operations within a B2B technology or cybersecurity environment.
• Demonstrated success in training and enabling sales teams – track record of supporting develop sales training programs, onboarding new sales hires.
• Sales operations expertise – understanding of sales processes, pipeline management, forecasting and CRM governance; adept at enforcing CRM data hygiene and pipeline/forecast discipline.
• Analytical and technical proficiency –skilled in sales analytics and reporting, with the ability to craft insightful dashboards and reports using CRM & BI tools. Advanced Excel skills or familiarity with Microsoft Dynamics or data visualization tools is a plus.
• Excellent communication and stakeholder management abilities – proven aptitude to collaborate cross-functionally, influence without authority and present complex data clearly to senior stakeholders.
• Highly organized, detail-oriented and proactive, capable of managing multiple priorities and driving initiatives in a fast-paced commercial environment.
• PowerPoint and presentation skills – Proficient in Microsoft PowerPoint, with the ability to create clear, well-structured presentations for sales reviews, enablement sessions and management updates, translating data and inputs into simple, professional slides suitable for business audiences.