At a Glance
- Tasks: Support sales operations by managing CRM data and generating insightful reports.
- Company: Join a fast-growing tech advisory firm focused on private equity value creation.
- Benefits: Enjoy remote work flexibility, career growth opportunities, and collaboration with top industry experts.
- Other info: Work closely with elite private equity firms and enjoy an entrepreneurial environment.
- Why this job: Be part of a game-changing team transforming private equity through technology and data.
- Qualifications: 7-14 years in sales operations with hands-on experience in Zoho CRM and analytics.
The predicted salary is between 48000 - 84000 £ per year.
About us
We are a fast-growing boutique advisor dedicated to technology and digital enabled value creation for large-cap Private Equity firms and their global portfolio companies. Our team consists of top consulting, industry and technology experts with deep expertise in Private Equity. We work as an extension of Operating Partner teams, playing a pivotal advisory role across the entire technology value creation chain - from value identification to value creation planning and value realization. We are expertise-led, impact and data driven, entrepreneurial and trusted advisors who are relentless in their commitment to our clients and the pursuit of value. We have an ambitious growth agenda and are rapidly growing our team across UK, Europe, US and APAC. You will be working closely with Alysian leaders, PE Operating Partners, and the CIOs/IT Leadership teams at portfolio companies to execute transformative IT-enabled value creation strategies.
Reports to: CEO / Sales Operations Lead
Location: UK, Poland, India, US
Employment Type: Contract-to-hire
Role Summary
We are a fast-growing private equity-focused advisory firm supporting top-tier PE houses and their portfolio companies on IT and tech-enabled value creation. As we scale in revenue, we are hiring a Sales Operations Analyst to support our commercial engine.
This role is critical to ensuring clean pipeline data, insightful sales reporting, proactive deal intelligence, and strong campaign execution. You will work directly with the CEO, partner team, and marketing to operationalize our CRM and drive reporting rigor across our PE client base.
Key Responsibilities
Sales & Revenue Reporting
- Build and maintain Zoho Analytics dashboards (pipeline, bookings, backlog, revenue, and sales KPIs)
- Support weekly pipeline reviews and monthly board-level reporting packs
- Track campaign effectiveness and partner performance
- Ensure forecast accuracy by service line, geography, and PE house
CRM Management (Zoho CRM)
- Maintain opportunity, account, and contact data hygiene
- Enforce structured sales stages, lead sources, tags, and win/loss tracking
- Set up workflows and alerts to prompt action and ensure compliance
- Support commercial leadership with CRM usage dashboards
Deal Intelligence & PE Monitoring
- Use PitchBook, Mergr, or similar platforms to monitor:
- New PE acquisitions and exits
- Executive appointments (CIO/CTO/CEO)
- Deal patterns that signal tech transformation opportunities
- Maintain PE house dashboards and coverage maps
Campaign Tracking & Enablement
- Track the performance of go-to-market campaigns (e.g., carve-out pushes, cost-out blitzes)
- Manage outreach lists, response metrics, and conversion analytics
- Help organize and update commercial assets (case studies, proposal decks, pricing tools)
Account & Territory Planning
- Support PE house account planning and whitespace mapping
- Link CRM opportunities to PE portfolios and structure coverage plans
- Analyze geographic and service line penetration to support strategic initiatives
Requirements
Required Qualifications
- 7–14 years in Sales Operations, Revenue Operations, Business Operations, or Commercial Strategy
- Hands-on experience with Zoho CRM and Zoho Analytics (or Salesforce + Power BI/Excel equivalent)
- Strong command of Excel/Google Sheets (pivots, lookups, dashboards)
- Prior experience supporting sales or consulting teams in B2B, SaaS, or services businesses
- Exceptional attention to detail, structured mindset, and communication skills
- Ability to work independently with 2–3 hours of overlap with UK time zone
Preferred Experience
- Familiarity with PE deal data platforms (PitchBook, Capital IQ, Mergr)
- Experience in B2B SaaS, consulting, or private equity-backed companies
- Exposure to proposal workflows, campaign execution, or CRM enablement
- Knowledge of professional services sales cycles and reporting cadences
Benefits
How to Apply:
We are looking for individuals who are ready to make an immediate impact. If you are a strategic thinker, a proven leader in the technology space, and have a passion for driving operational and commercial value in the PE sector, we want to hear from you. Please submit your resume to detailing your experience and what makes you an ideal fit for this role.
Why Join Us?
Be Part of a Game-Changing Tech Advisory Firm
Our vision is to become the leading independent boutique tech advisory firm, transforming value creation in private equity through technology and data. We partner with top-tier PE firms (mega-funds in Europe & the US) to drive sustainable growth for portfolio companies and communities.
What Makes Us Different?
- Experts in Both Strategy & Execution – We don’t just advise; we execute. Our team combines deep strategic insight with hands-on delivery expertise.
- Fast, Agile & Cost-Effective – We work as an extension of PE operating partners, ensuring high-impact results with speed and efficiency.
- Vendor & Technology Agnostic – We select the right tools for the job, leveraging vast experience across multiple M&A transactions, tech platforms, and implementation partners.
- Complex IT Project Leadership – We specialize in orchestrating vendors, contracts, and budgets, ensuring seamless execution in PE portfolio companies.
Why Work With Us?
- Accelerated Growth – Entrepreneurial environment with endless opportunities to shape a high-growth company.
- Elite Private Equity Exposure – Work closely with top PE firms and operating partners.
- Top-Tier Talent & Leadership – Collaborate with and learn from industry-leading experts.
- Flexibility & Meritocracy – Remote-first model with performance-driven career growth.
Join us to shape the future of tech-driven private equity value creation.
Sales Operations Lead in Chelmsford employer: Alysian
Join a fast-growing boutique advisory firm that is redefining value creation in private equity through technology and data. With an entrepreneurial culture, we offer accelerated growth opportunities, elite exposure to top-tier PE firms, and the chance to work alongside industry-leading experts in a flexible, remote-first environment. Be part of a team that not only advises but also executes, ensuring impactful results for our clients.
StudySmarter Expert Advice🤫
We think this is how you could land Sales Operations Lead in Chelmsford
✨Tip Number 1
Familiarise yourself with the private equity landscape and the specific firms we work with. Understanding their strategies and recent activities can help you engage in meaningful conversations during interviews.
✨Tip Number 2
Leverage your network to connect with current or former employees of our firm or similar companies. They can provide valuable insights into the company culture and expectations, which can be beneficial for your application.
✨Tip Number 3
Showcase your experience with CRM systems, particularly Zoho CRM, by preparing examples of how you've used it to drive sales operations or improve data management in previous roles.
✨Tip Number 4
Stay updated on the latest trends in technology and digital transformation within private equity. Being able to discuss these topics intelligently will demonstrate your passion and knowledge during the interview process.
We think you need these skills to ace Sales Operations Lead in Chelmsford
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant experience in Sales Operations, particularly with Zoho CRM and Analytics. Use keywords from the job description to demonstrate your fit for the role.
Craft a Compelling Cover Letter:In your cover letter, explain why you are passionate about technology and private equity. Share specific examples of how you've driven operational value in previous roles, aligning your experience with the responsibilities outlined in the job description.
Showcase Analytical Skills:Emphasise your proficiency in data analysis tools like Excel or Google Sheets. Provide examples of how you've used these skills to support sales reporting or campaign tracking in past positions.
Highlight Communication Abilities:Since the role involves working closely with various teams, showcase your communication skills. Mention any experience you have in collaborating with senior leadership or cross-functional teams to achieve business objectives.
How to prepare for a job interview at Alysian
✨Know Your Numbers
As a Sales Operations Lead, you'll need to demonstrate your understanding of sales metrics and analytics. Be prepared to discuss how you've used data to drive decisions in previous roles, especially with tools like Zoho Analytics or similar platforms.
✨Showcase Your CRM Expertise
Since the role involves managing Zoho CRM, highlight your hands-on experience with CRM systems. Discuss specific examples of how you've maintained data hygiene and improved sales processes in past positions.
✨Understand the PE Landscape
Familiarise yourself with private equity deal data platforms like PitchBook and Mergr. Being able to speak knowledgeably about recent acquisitions or market trends will show your commitment and understanding of the industry.
✨Demonstrate Strategic Thinking
The role requires a strategic mindset, so be ready to discuss how you've contributed to account planning and territory mapping in previous roles. Share examples of how your strategic initiatives have led to measurable outcomes.
