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- Tasks: Support sales operations by managing CRM data, reporting, and campaign tracking.
- Company: Join a fast-growing boutique advisor focused on tech-enabled value creation for private equity firms.
- Benefits: Enjoy remote work flexibility, career growth opportunities, and collaboration with top industry experts.
- Why this job: Be part of a game-changing firm transforming private equity through technology and data.
- Qualifications: 7-14 years in sales operations; experience with Zoho CRM or similar platforms required.
- Other info: Work closely with elite private equity firms and contribute to impactful projects.
The predicted salary is between 54000 - 84000 £ per year.
About usWe 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 LeadLocation: UK, Poland, India, USEmployment Type: Contract-to-hireRole SummaryWe 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 ResponsibilitiesSales & Revenue ReportingBuild and maintain Zoho Analytics dashboards (pipeline, bookings, backlog, revenue, and sales KPIs)Support weekly pipeline reviews and monthly board-level reporting packsTrack campaign effectiveness and partner performanceEnsure forecast accuracy by service line, geography, and PE houseCRM Management (Zoho CRM)Maintain opportunity, account, and contact data hygieneEnforce structured sales stages, lead sources, tags, and win/loss trackingSet up workflows and alerts to prompt action and ensure complianceSupport commercial leadership with CRM usage dashboardsDeal Intelligence & PE MonitoringUse PitchBook, Mergr, or similar platforms to monitor:New PE acquisitions and exitsExecutive appointments (CIO/CTO/CEO)Deal patterns that signal tech transformation opportunitiesMaintain PE house dashboards and coverage mapsCampaign Tracking & EnablementTrack the performance of go-to-market campaigns (e.g., carve-out pushes, cost-out blitzes)Manage outreach lists, response metrics, and conversion analyticsHelp organize and update commercial assets (case studies, proposal decks, pricing tools)Account & Territory PlanningSupport PE house account planning and whitespace mappingLink CRM opportunities to PE portfolios and structure coverage plansAnalyze geographic and service line penetration to support strategic initiativesRequirementsRequired Qualifications7–14 years in Sales Operations, Revenue Operations, Business Operations, or Commercial StrategyHands-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 businessesExceptional attention to detail, structured mindset, and communication skillsAbility to work independently with 2–3 hours of overlap with UK time zonePreferred ExperienceFamiliarity with PE deal data platforms (PitchBook, Capital IQ, Mergr)Experience in B2B SaaS, consulting, or private equity-backed companiesExposure to proposal workflows, campaign execution, or CRM enablementKnowledge of professional services sales cycles and reporting cadencesBenefitsHow 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 carolina.rossin@alysian.com detailing your experience and what makes you an ideal fit for this role.Why Join Us?Be Part of a Game-Changing Tech Advisory FirmOur 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 employer: LinkedIn
Contact Detail:
LinkedIn Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Operations Lead
✨Tip Number 1
Familiarise yourself with Zoho CRM and Zoho Analytics, as these tools are crucial for the Sales Operations Lead role. Consider taking online courses or tutorials to enhance your skills and demonstrate your proficiency during interviews.
✨Tip Number 2
Network with professionals in the private equity sector, especially those who have experience in sales operations. Attend industry events or webinars to connect with potential colleagues and learn more about the challenges they face.
✨Tip Number 3
Stay updated on the latest trends in technology and private equity. Subscribe to relevant newsletters or follow thought leaders on social media to gain insights that could be valuable in discussions during your interview.
✨Tip Number 4
Prepare to discuss specific examples of how you've improved sales processes or reporting in previous roles. Highlight your analytical skills and attention to detail, as these are key attributes for success in this position.
We think you need these skills to ace Sales Operations Lead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in Sales Operations, particularly with Zoho CRM and analytics. Emphasise your achievements in previous roles that align with the responsibilities outlined in the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the private equity sector and how your skills can contribute to the company's growth. Mention specific examples of how you've driven operational value in past roles.
Highlight Relevant Skills: In your application, clearly outline your proficiency in tools like Zoho Analytics and Excel. Provide examples of how you've used these tools to support sales reporting and deal intelligence in previous positions.
Showcase Your Strategic Thinking: Demonstrate your ability to think strategically by discussing how you've contributed to account planning or campaign tracking in the past. This will show that you understand the importance of these elements in driving sales success.
How to prepare for a job interview at LinkedIn
✨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
Familiarity with CRM systems is crucial for this role. Highlight your hands-on experience with Zoho CRM or any equivalent systems, and be ready to explain how you've maintained data hygiene and structured sales processes in the past.
✨Understand the PE Landscape
Since the company focuses on private equity, it's important to have a grasp of the PE landscape. Research recent acquisitions, exits, and trends in the industry to show your awareness and interest during the interview.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and strategic thinking. Think of examples where you've successfully managed campaigns or improved sales processes, and be ready to discuss the outcomes.
