Sales Operations & Process Excellence Lead

Sales Operational Excellence & Transformation

• Lead global sales process initiatives from design to execution, driving measurable improvements in performance and operational efficiency across Lines of Business and Business Units.
• Champion AI-enabled process optimization by acting as product owner—translating business needs into scalable solutions and ensuring adoption across the organization.

Innovation in Sales Tools & Enablement

• Redesign strategic assets such as Proposal Factory 2.0 to maximize visibility, impact, and alignment with global priorities.
• Promote knowledge sharing and standardization across teams, delivering value through simplification and automation.

AI & Digital Strategy Execution

• Drive deployment of AI and digital initiatives under the Elevate transformation program to professionalize sales operations.
• Embed data-driven steering, training, and continuous improvement practices.
• Work effectively in an environment shaped by artificial intelligence (AI), machine learning, data, analytics and cloud-based tools, using insights responsibly with standards of data governance, security and ethical use.

Digital Transformation Leadership

• Oversee complex, multi-phase transformation projects, managing scope, budget, resources, vendor selection, and risk.
• Ensure timely delivery and alignment across functions.

Go-To-Market Strategy

• Lead commercial rollout of strategic initiatives (e.g., allyz) to increase account growth, in collaboration with global functions and SICE.
• Drive engagement and adoption within sales teams to transform pipelines.

Cross-Functional & Agile Collaboration

• Orchestrate global initiatives such as the Sales Oscars, mobilizing the Sales community across Lines of Business.
• Actively contribute to strategic forums and executive initiatives to reinforce alignment and engagement.

Change Management & Communication

• Partner with Change Management to ensure successful adoption of new tools, processes, and models.
• Balance global and local priorities to support operational excellence and transformation success.

Requirements

• Proven experience leading global, complex transformation projects.
• Ability to influence and engage senior stakeholders through clear, compelling communication.
• Strong background in insurance or financial services with demonstrated impact in sales transformation.
• Master’s degree preferred in Business Administration, Organizational Development, Information Technology, or related field.
• Coaching certification is a plus.
• 10+ years of experience driving enterprise-wide change with measurable business outcomes.
• Expertise in large-scale digital transformations, including CRM rollouts (e.g., Salesforce), AI-driven initiatives, and system implementations.
• Skilled in building trust and securing commitment from C-level executives.
• Mastery of change management frameworks and ability to tailor approaches to complex contexts.
• High emotional intelligence and ability to lead authentically in dynamic environments.
• Strong problem-solving and data-driven decision-making skills.
• Experience working across global, multicultural teams to foster alignment and shared ownership.
• Proficiency in project management, digital tools, and executive-level reporting.
• Ability to inspire and empower teams toward a shared vision while maintaining operational discipline.
• Resilient and adaptable with strong organizational and time management skills.