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Willis Towers Watson

Sales Operations Specialist

Posted on Apr 21 Philadelphia, PA 5 views

We are seeking a dynamic and strategic individual to join our team as a Sales Operations Partner. In this role, you will play a pivotal role in driving new business through strategic prospect analysis, sales reporting, marketing campaigns, business planning, and client engagement. Working closely with cross-functional teams, you will partner with Business Leaders to implement new Global Standards for Client Satisfaction, Account Planning, and Client-at-Risk, while enhancing relationships to support and enable growth activities.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Role

  • Develop and execute growth strategies across Industry Verticals and Geography segments, considering industry representation.
  • Collaborate with CRB Leadership to manage growth analysis and forecasting.
  • Work closely with Strategy Leader to ensure accurate new business forecasting, variance reporting management, and business planning.
  • Organize prospecting strategy sessions with the sales community and assist in new business forecasting and growth progression.
  • Track and evaluate market penetration, prospect assignment, and client retention efforts.
  • Maintain accurate pipeline forecasts and collaborate with the Financial Business Partner on forecast changes and reporting needs.
  • Create and maintain robust prospect lists based on industry, geography, etc.
  • Coordinate and maintain client and prospect contact lists in CRM to facilitate marketing initiatives and drive brand awareness.
  • Coordinate business plans and growth calculators review with CRB Leadership to evaluate progress.
  • Partner with Business Leaders to implement new Global Standards for Client Satisfaction, Account Planning, and Client-at-Risk.
  • Enhance relationships with Business Leaders to support and enable growth activities.
  • Drive adoption of Dynamics 365 via training, demonstrating value of reporting, and providing resources to assist with data issues.
  • Maintain a high level of support for managed accounts by continuing to partner with LRMs.
  • Focus on building and strengthening relationships with Sales Operations key stakeholders.
  • Offer best practices and supporting resources to extend our reach and drive efficiencies in our work.


The Requirements

  • Bachelor's degree in Business Administration, Marketing, or a related field.
  • years of experience in market analysis, sales reporting, and business planning.
  • Proven track record of driving new business growth and market expansion.
  • Strong analytical skills with the ability to interpret data and trends effectively.
  • Excellent communication and interpersonal skills.
  • Proficiency in CRM platforms, Microsoft Office Suite, and reporting tools such as Epic, Power BI, etc.
  • Ability to work independently and collaboratively in a fast-paced environment.


EOE, including disability/vets

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