Sales Operations Specialist

Sales Operations Specialist

We’re part of Informa, a FTSE 100 member recognised as one of Britain’s Most Admired Companies, with trusted brands in specialist markets across 30+ countries.

Our purpose is to connect our customers to information and people that help them know more, do more and be more. No other company in the world helps more people share professional knowledge or make business connections.

We run around 800 events each year, create digital platforms based on engaging news and information content, and operate professional development programmes for individuals and businesses.

Job Description

The primary responsibilities include identifying information and process improvements that drive growth, ensuring accurate reporting within Salesforce, coordinating with multiple stakeholders for executing events, and contributing to standardizing best practices across brands. This role involves working within a team that oversees the full Rebook process and requires collaboration with various departments.

Events Set-Up & Rebook

• Facilitate the pricing calculator and price book process – Work with Sales, Delivery to ensure accurate and timely completion of price books with pricing calculator price adhered to
• Create event & update price book within CRM (Salesforce.com)
• Create Salesforce campaigns and maintain campaign information, including sales targets
• Generate Rebook opportunities & assist in creating client-specific contracts
• Organize the onsite Sales Office in coordination with the operations team
• Attend key events onsite to support rebook meetings and track onsite sales
• Monitor and expedite contracts received from sales managers
• Assist in managing product inventories, both floorplan and digital
• Work with finance to ensure proper item codes and categorization within SAP

Ongoing Responsibilities

• Attend team meetings as required
• SF analysis. Creation of dashboard to see flow of deals and active interest in event performance vs target, with any insight on retention, YOY business, new business rates and yield
• Support setup and onboarding of new platforms
• Research internal inquiries between billing and sales teams to improve client invoicing process
• Liaise with other departments (Marketing, Finance, Production, Delivery etc) to ensure alignment with the sales org and vice versa
• Assist with debt collection by tracking current quarterly debt and payment status
• Update customer records as needed
• Assist Sales & Marketing with changes to sales collateral and brochures, including floorplan
• Help manage the sales team’s presence at external meetings, including booths, publication distribution, and overall visibility
• Utilize data collected from events/products to identify leads for future events/products, supporting the sales team

Qualifications

• A bachelor’s degree is preferred
• Proficient in using MS Office applications (Word, Excel, PowerPoint, Teams)
• Exceptionally well-organized with acute attention to detail, capable of thriving in a deadline-driven environment
• A collaborative team player, fueled by a “can-do” attitude, and enthusiastic about learning and advancing within the Informa organization
• Experienced in working with sales tools like Salesforce a plus
• In-depth knowledge of sales performance metrics and KPIs a plus
• Some travel required

Benefits

• Great community: a welcoming culture with in-person and online social events, our fantastic Walk the World charity day and active diversity and inclusion networks
• Broader impact: take up to four days per year to volunteer, with charity match funding available too
• Career opportunity: the opportunity to develop your career with bespoke training and learning, mentoring platforms and on-demand access to thousands of courses on LinkedIn Learning. When it’s time for the next step, we encourage and support internal job moves
• Time out: 25 days annual leave, rising to 27 days after two years, plus a birthday leave day and the chance to work from (almost!) anywhere for up to four weeks a year
• A flexible range of personal benefits to choose from, plus company funded private medical cover
• A ShareMatch scheme that allows you to become an Informa shareholder with free matching shares
• Strong wellbeing support through EAP assistance, mental health first aiders, a healthy living subsidy, access to health apps and more
• Recognition for great work, with global awards and kudos programmes
• As an international company, the chance to collaborate with teams around the world

Work arrangement: In-person three days a week or more, with flexibility to work from home or remotely when not in office or at events.