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Posted by
Irene Hernandez Jack

Company Description

Unit4 is a cloud leader in people-based ERP. We are in Business for People, empowering people in service organizations with innovative Enterprise and Business software solutions. We’ve innovated and taken a new approach to delivering ERP that works for people. Self-driving, adaptive and intuitive software that is changing the way people work. Our solutions empower people and deliver a better people experience so people can spend time on meaningful high value work they live for. 

What drives us is simple: enabling our customers to engage their people and deliver a new people experience, through technology that creates smarter, more connected organizations. 

Read more on our website about how we transform work and how people feel about it, so our customers and their people can thrive. 

Job Description

A regional Sales Operations reports to the Sales Operations manager. The role of the Regional Sales Operations analyst forms part of the Global Sales Operations team and focuse on supporting sales through the Opportunity Management lifecycle of a deal and proactively monitoring and highlighting opportunity hygiene issues (for example, sales stage, quote expiry, close date, forecast category, start date). Knowledge of Professional services area in software companies is desirable. 

You will be responsible for: 

  • Being a super user for sales tools. Answer ‘how do I…?’ questions for CRM opportunities, accounts and data that will allow sales to progress quickly and efficiently. This will contribute to a decrease in IT tickets 

  • Be an onboarding Buddy for new Sales joining the team, contributing to decreasing ramp up time 

  • Identify best practice and sales process improvements, share and document them so the Sales community has easy access to the latest resources 

  • Identify and remove sales process blockers to streamline processes and enable Sales to spend more time in front of the customer 

  • Monitoring and highlighting Dynamics opportunity hygiene so when a deal is signed, it can be immediately moved to Closed won and then Booked by Finance 

  • Identifying issues with data quality and managing the on-going processes to ensure CRM data cleanliness: accounts, contacts, hierarchy to give sales and all other stakeholders an accurate image of the data quality in CRM 

  • Monitoring and highlighting pipeline health in collaboration with Business Operations by tracking the relevant KPIs and feeding back conclusions to Sales and Sales management to ease their decision-making process 

  • Preparing and ensuring quality and timely win celebration emails are sent, so the entire organization is aware of the great wins and each deal’s insights  

  • Identify sales knowledge gaps in tools and process and liaise with Sales Enablement for them to organise appropriate training  

  • Executing the cancellation process for customers who want to reduce their installed base 

  • Providing backup across the regional sales ops team cross region if other colleagues are out of office  

  • Maintaining the Opportunity Management process library and playbook so Sales can always have access to the latest process descriptions, “How to” documents and checklists 

  • Being a Subject Matter Expert for 1-2 key projects/topics to be defined. The topics already have owners, you are going to work together with the owners, help them and make sure the input from the business is considered and to make these topics “land” afterwards. For the Sales Operations team you are the go-to person regarding this topic 

  • By doing the above, you will increase tool and process knowledge and accelerate and enable growth 


Your approach 

  • You have 1-2 years’ professional experience in a sales support role 

  • You have experience with CRM tools 

  • You are a self-starter and you have the ability to work independently within a team environment 

  • You can manage, collaborate and critically prioritize, ensuring the utmost efficiency between teams 

  • Strong communication and interpersonal skills 

  • Strong analytical skills 

  • You have written and oral fluency in the English language

Additional Information

We offer

A chance to participate in the development of an international leading software firm. At Unit4, you have the freedom and autonomy to be successful. An attractive salary while working in a challenging international environment. Enthusiastic colleagues who like to learn from each other. At Unit4 we invest in your personal and professional growth. We don't focus on how many days you work, we trust you on delivering results - thus, we have an unlimited vacation policy.


Job Location

Lisbon, Portugal

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Our commitment to you

Unit4 is committed to ensuring equal opportunity for everyone. Together, we continue to build an inclusive culture that encourages and celebrates the diversity of our employees, where they all are seen as a real value to the company. We guarantee a fair consideration for employment, without discrimination. Thats why we make our hiring decisions solid based on merit, qualifications and current business needs. We invite you to be a part of this diversity and join our community!

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