Team OverviewThe Sales Operations team partners with the Chief Revenue Officer (CRO), Sales Leadership, and Finance to drive data-driven decision-making and support sustainable revenue growth.The team is responsible for pipeline governance, forecast accuracy, reporting excellence, and commercial insights that help leadership proactively manage business performance.Role Overview and Core Responsibilities- Partner with the CRO, Sales Leadership, and Finance teams to define, govern, and continuously improve pipeline structure, sales stages, and forecasting methodologies.
- Lead the development, consolidation, and analysis of weekly and monthly forecasts, providing strategic insights and scenario-based recommendations.
- Translate sales targets and financial objectives into operational metrics, dashboards, and management insights that enable proactive business steering.
- Ensure data quality, governance, and discipline within Salesforce, driving pipeline hygiene and forecast accuracy.
- Provide leadership with forward-looking insights to anticipate risks, optimize performance, and support sustainable revenue growth.
- Guide and mentor analysts, establishing standards and best practices for insight generation and reporting.
- Act as a consultant to internal stakeholders by leveraging Salesforce and other systems to identify recurring issues and implement scalable solutions.
- Lead or participate in process improvement initiatives focused on sales operations, forecasting, reporting, and commercial effectiveness.




- Perform other related duties and projects as assigned.Required Knowledge and Experiences- Bachelor's degree in Finance, Computer Science, Industrial Engineering, or a related field, providing the analytical and business foundation necessary to support commercial decision-making and operational excellence.
- 5-7 years of experience in Sales Operations, Business Operations, Commercial Analytics, or related functions, with demonstrated experience supporting forecasting, reporting, and business performance management.
- Experience partnering with Sales Leadership and Finance teams to drive forecasting accuracy, revenue planning, and business insights.
- Experience managing or mentoring junior team members, providing coaching, guidance, and development support.
- Strong business acumen with the ability to understand commercial context, identify risks and opportunities, and recommend value-added solutions.Required Technical Skills- Advanced Microsoft Excel skills, including macros, complex formulas, automations, and advanced reporting capabilities.
- Experience with Power BI or similar business intelligence and analytics platforms to develop dashboards and generate business insights.
- Hands-on experience with Salesforce CRM or similar customer relationship management platforms for reporting, pipeline management, and data governance.
- Strong analytical capabilities in forecasting, pipeline analysis, KPI reporting, and performance management.
- Ability to maintain data accuracy, governance standards, and reporting integrity across commercial systems.
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📌 Commercial Operations Consultant (Xico)
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