At a Glance
- Tasks: Lead complex analyses and design scalable processes to boost revenue operations.
- Company: Join a global leader in innovative digital solutions for life insurance and financial services.
- Benefits: Enjoy a supportive culture, competitive salary, and opportunities for professional growth.
- Other info: Be part of a diverse team committed to inclusion and excellence.
- Why this job: Make a real impact by transforming sales processes and driving revenue outcomes.
- Qualifications: Advanced Excel skills and experience with CRM platforms and analytics tools required.
The predicted salary is between 56700 - 69300 £ per year.
As a global market leader, iPipeline combines technology, innovation, and expertise to deliver ground-breaking, award-winning software solutions that transform the life insurance, financial services, and protection industries. With one of the industry’s largest data sets, we help advisors/advisers and agents to transform paper and manual operations into a secure, seamless digital experience – from proposal to commission – so they can help better secure the financial futures of their clients. At iPipeline, you’ll play a major role in helping us to provide best-in-class, transformative solutions. We’re passionate, creative, and innovative, and together as a team, we continually strive to advance, accelerate, and expand the reach of our technology. We value different perspectives and are committed to creating an environment that embraces diverse backgrounds and fosters inclusion.
The Expert RevOps Business Partner leads complex analyses, designs scalable GTM processes, and serves as a trusted advisor to functional leaders. This role owns cross‑functional RevOps initiatives and materially influences planning, forecasting accuracy, GTM efficiency, and revenue outcomes.
- Perform planning, budgeting, and analysis for the sales organization.
- Create sales and revenue forecasts using pipeline analysis, booking estimates, and key sales performance indicators.
- Provide guidance to the sales teams by developing a well-structured sales process and implementing solutions based on analysis.
- Responsible for handling and managing the workflow of organizational sales processes, enabling sales operations to go smoothly and ensure the implementation of sales strategies to further the growth of the organization.
- Gather and organize data and generate deeper customer insight in order to enhance sales force productivity.
Forecasting Support: Lead advanced forecasting, scenario modeling, and capacity analyses across new business, expansion and retention.
Data Management: Oversee complex data sets and ensure data integrity across multiple systems and sources for strategic GTM reporting.
Reporting and Analysis: Design and interpret dashboards and analytical reports that surface actionable insights and drive data-based decisions.
Process Execution: Standardize and optimize RevOps processes to ensure alignment with strategic goals and operational efficiency.
Tool Utilization: Implement and enhance tooling to support scale, automation, and visibility.
Stakeholder Collaboration: Partner with cross-functional leaders to translate business strategy into operational solutions and process enhancements.
Learning and Development: Mentor less experienced RevOps business partners and share best practices to elevate team capabilities and improve operational maturity.
AI Usage: Integrate AI-driven forecasting inputs and scenario models into the sales planning and pipeline analysis process. Generate and interpret predictive insights related to pipeline risk, customer churn propensity, and expansion opportunities. Design and implement AI-assisted automation and workflows that streamline recurring sales operations processes and improve GTM productivity.
All other duties as assigned.
Qualifications:
- Advanced Excel, including macros and complex modeling.
- Proficient in CRM platforms (e.g., Salesforce), including data schema and report creation.
- Strong experience with analytics tools (e.g., Tableau, Power BI, SQL).
- Understanding of forecasting methodologies and sales pipeline analysis.
- Ability to automate reporting and build dashboards for leadership.
Revenue Operations Business Partner in Cheltenham employer: iPipeline
iPipeline is an exceptional employer that fosters a dynamic and collaborative work culture, where innovation and results are celebrated. With a strong focus on employee growth, we offer comprehensive training and development opportunities tailored to enhance your skills in the financial services sector. Located in the UK, our team enjoys a supportive environment that encourages meaningful contributions and the chance to build lasting relationships with industry leaders.
StudySmarter Expert Advice🤫
We think this is how you could land Revenue Operations Business Partner in Cheltenham
✨Get to Grips with Data Visualisation Tools
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✨Join Local Business Intelligence Meetups
Look for local business intelligence meetups or analytics conferences in your area. These events are not just great for learning but also for networking with industry professionals who could lead you to opportunities at companies like iPipeline!
✨Engage with Online BI Communities
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We think you need these skills to ace Revenue Operations Business Partner in Cheltenham
Some tips for your application 🫡
Highlight Your Analytical Skills:In the business intelligence field, showcasing your analytical skills is a must. Make sure your CV includes relevant experience with data analysis tools, programming languages like SQL or Python, and any projects where you've interpreted complex data sets to drive business decisions.
Showcase Your Business Acumen:Don't just focus on data; show us how you can apply your insights to real-world business problems. Highlight projects where you made a tangible impact on company performance, and be prepared to explain your thought process in your cover letter.
Tailor Your Documents for Us:When applying for a full-time role at iPipeline, tailor your CV and cover letter to reflect our organisational goals and strategies. Mention specific tools and methodologies that align with what we do—this shows you’ve done your homework and are genuinely interested in our mission!
Include Relevant Certifications:Certifications like Google Data Analytics or similar qualifications can really make you stand out in business intelligence. Include these in your application, as they demonstrate your commitment to the field and your willingness to stay current with industry standards.
How to prepare for a job interview at iPipeline
✨Show off your analytical skills
In a business intelligence role, you're going to need to demonstrate your analytical prowess. Be prepared to discuss specific tools you've used, like SQL, Tableau, or Power BI. Have real-world examples ready where you’ve turned data into actionable insights – this is what makes us shine in interviews!
✨Practice your technical know-how
Expect some technical questions during the interview that dive deep into your understanding of data modelling and analytics frameworks. Brush up on your knowledge of data warehousing concepts and be ready to tackle any real case scenarios they might present. They’ll want to see how you approach problems using your BI toolkit.
✨Portfolio of Projects
Since it's a full-time role, having a strong portfolio is key! Compile case studies demonstrating your previous projects, preferably showing how your insights led to business improvements. This can help us display how you think through complex datasets and your problem-solving process, which is what employers are keen on seeing.
✨Know their business model
Get familiar with iPipeline’s business model and recent data-driven decisions. Be prepared to discuss how your skills can specifically support their objectives or challenges. Understanding their landscape shows that you’re not just a data buff, but you’re also genuinely interested in how BI can impact their bottom line.
