Sales Operations Business Partner

The role

You will sit between sales leadership and the systems, data, and processes that run the revenue engine. You will own pipeline management, build sales reporting and dashboards, and act as a business partner to sales leaders.

What you will do

• Own pipeline management processes including stage definitions, forecasting cadence, and hygiene standards.
• Build and maintain regular sales reporting covering bookings, pipeline coverage, conversion rates, win/loss, and performance.
• Design, build, and maintain dashboards for leadership and frontline managers.
• Act as a business partner to sales leaders to translate priorities into operational requirements.
• Support forecasting and quarterly business reviews by preparing data and flagging risks.
• Own day-to-day administration and configuration of the CRM.
• Drive adoption of CRM and sales processes.
• Support territory, quota, and compensation-related analysis in partnership with Finance.
• Identify process gaps and inefficiencies and lead improvements.
• Work cross-functionally with Marketing, Finance, Customer Success, and Product Ops.

Required qualifications

• 7+ years of experience in sales operations, revenue operations, GTM operations, or a related commercial role.
• Strong experience with CRM systems, ideally Salesforce or HubSpot, including reporting and basic administration.
• Solid understanding of sales metrics and funnel dynamics.
• Proven ability to build clear reports and dashboards in tools such as Excel/Google Sheets, Looker, Tableau, or Power BI.
• Experience running pipeline reviews or forecast calls, or supporting leaders who do.
• A consultative approach.
• Strong communication skills.
• Good judgement and attention to detail.
• Comfortable operating in a fast-paced environment with multiple priorities.

Nice to have

• Experience supporting a sales team through a scaling or transformation phase.
• Familiarity with sales compensation or territory planning tools.
• Exposure to revenue analytics or forecasting methodologies.
• Experience with a BI tool or basic SQL

About the company

Pleo builds spend solutions that make managing money seamless for finance teams and employees. They are a team of 850+ people from over 100 nationalities.