Sales Operations Specialist driving commercial success through optimized sales processes at Swiss Re. Transforming data into insights and enabling revenue growth in an international setting.
Responsibilities
Drive commercial excellence by working closely with Sales to operationalize strategy and improve pipeline quality across the sales funnel
Own day-to-day CRM hygiene and data quality to drive forecasting excellence by improving pipeline quality & accuracy across the sales funnel
Enable structured opportunity management by defining clear standards for renewals, cross-sell, and upsell motions, ensuring full revenue capture and reduced leakage
Own the preparation, coordination, and documentation of Sales meetings (pipeline reviews, sales steering calls)
Identify structural bottlenecks in the lead-to-cash process and initiate data-driven improvements to increase sales productivity
Contribute to sales productivity initiatives, including process automation and governance simplification
Act as the central point of alignment between Sales, Finance, and Operations to ensure consistent commercial reporting and revenue recognition logic
Support implementation of governance controls across the sales lifecycle
Support communication and change management efforts related to sales processes, systems, and governance improvements
Requirements
Holds a university degree or equivalent qualification
6 - 10 years of experience preferably in the re/insurance industry
Experience with CRM (Sales Advisor) systems
Strong willingness to tackle responsibilities and ownership
Works autonomously with a high level of dedication and an attitude
Detail-oriented with a disciplined approach to data quality and reporting accuracy
Excellent spoken and written English; knowledge of languages is advantageous
Proficiency in MS Office tools (Excel, PowerPoint, SharePoint, etc.)
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