Sales Ops Leveling Guide

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Amazon Confidential Sales Operations Leveling Guide October 2017

Sales Operations Job Family


Sales Operations partners with the sales organization to develop and implement models to identify customer needs and create mechanisms for increased sales effectiveness while maximizing productivity of our sales resources.
Sales Operations encompasses numerous aspects of supporting and managing the business including defining strategies and programs to achieve business goals, developing procedures relating to account management, lead
management, territory planning, sales quota setting, sales compensation, OP1 planning, sales automation, tools & reporting, pre & post-sales support and training & readiness. Sales Operations works in both a tactical and
strategic capacity developing deep domain knowledge and broad subject matter expertise. Sales Operations uses data to create actionable business insights, and sales performance metrics and reporting to identify market trends,
recommend go-to market models, strategic priorities, and opportunities to improve our competitive advantage. Sales Operations is the “COO of Sales” acting as the trusted partner to the sales leader and sales teams they support.

Level 4 Level 5 Level 6 Level 7


Job Family Title Sales Operations, I Sales Operations, II Sales Operations, III Sales Operations, Principal
Sales Analyst, I Sales Analyst, II Sales Analyst III Sales Analyst, Principal
Manager II, Sales Operations Manager III, Sales Operations Sr Manager, Sales Operations
General Scope Progression  The Professional  The Emerging Leader  The Established Leader  The Senior Leader
 Manages tasks and influences a small  Manages projects independently and influences  Operates with significant autonomy and  Develops new strategy and sets direction for
range of stakeholders multiple stakeholders discretion and influences a broad range of team. Influences across entire organization
stakeholder teams
Key Responsibilities focused Contributes to the improvement of Manages business planning on behalf of assigned Leads a key function of the Sales Operations team Leads multiple key functions across the Sales
on Operations & Execution processes that enhance the internal field teams and key stakeholders. and makes recommendations to sales leaders. Operations team focused on addressing
 Business Insights customer and sales operations complexities within geographic region or in a
 Business Intelligence experience. Owns the execution of components of territory Defines the key sales support WW role.
 Proactive Planning planning, sales quota setting, sales systems/mechanisms required to meet the rapid
 Communications Participates in operational compensation management, revenue planning, growth of the business and achieve revenue Serve as a business partner to sales leaders to
management activities including headcount planning, goals planning, and MBO attainment and market development objectives. create a go-to-market strategy and serve as
territory planning, sales quota setting, target setting and budgeting. the COO of Sales.
sales compensation management, Leads and reviews the end to end execution of
revenue planning, headcount planning, Deep knowledge of sales operations tools used territory planning, sales quota setting, sales Lead the strategic definition of the key sales
goals planning, MBO target setting and on a regular basis including applications such as compensation management, OP1, revenue support systems/processes required to meet
budgeting. CRM, BI and compensation systems, where planning, headcount planning, goals planning, the rapid growth of the business and achieve
appropriate. MBO target setting and budgeting. revenue attainment and market development
Has a working knowledge of data objectives.
available in area of responsibility and Establishes and maintains forecasts models to Ensures the team works with the broader
can identify and create data minimize business risks and maximize business stakeholder community to help build mechanisms Sets the strategic vision and defines policy,
visualization approaches as needed opportunities. Applies judgment on health of the that meet the needs of the business, addressing process and procedure for end to end
(metrics/dashboards etc.). business and influences related management any concerns. execution of territory planning, sales quota
decisions. setting, sales compensation management,
Provides a clear analysis of large data Identify reporting issues, gaps in processes, and OP1, revenue planning, headcount planning,
sets which can be used to drive Dives deep to inspect and scrutinize large data drive timely resolution. goals planning, MBO target setting and
actionable recommendations by sales sets to mitigate business risk and downstream budgeting.
leaders. impacts of related actions. Drives evolution and enhancement of operations
tools and applications - participates in ongoing

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Amazon Confidential Sales Operations Leveling Guide October 2017
Works on ambiguous data requests Able to toggle between tactical actions and enhancement and roadmap discussions with Brings together stakeholders and creates
and employs analysis to identify root longer-term initiatives, projects and planning Operations leadership. alignment between global operations
causes. activities. functions and the broader AWS community.
Leads work streams aimed at automation and
Cross-checks analytical data with other Proactively and independently works with enhancement for their immediate and broader Provides leadership across organizations,
published sources to establish fidelity, stakeholders to identify business needs and business. driving success internally and externally on
and ensure errors do not occur. design and implement solutions. long-term business plans derived from large-
scale analysis and changes strategic direction
Identifies opportunities for process Has a working knowledge of the data available or of the organization as needed.
automation and enhancement in order needed by the wider business for more complex
to increase productivity. or comparative analysis. Approve and define the operational roadmap
and strategizing the usage of specific systems,
Effective written and verbal Draft written and verbal communication with the tools and applications.
communications in both internal and ability to communicate to management, and at
external (customer facing) times in a cross-functional setting.
correspondence.

Project Management and Has a basic knowledge of the project Represents the team on medium size projects or Able to lead projects on behalf of cross-functional Leads the most complex, mission-critical cross-
Delivery management lifecycle and frameworks working groups within own organization and teams in their organization from origination to team projects from initiation through delivery
 Setting expectations with a proven track record of taking effectively communicates across teams. delivery. with multiple stakeholders.
 Driving outcomes and ownership of tasks and delivering
accountability results. Intermediate knowledge of project management Leads projects and ensures successful execution in Proven ability to communicate with business
 Cross collaboration lifecycle and framework. an interdisciplinary environment, partners with and technical audiences at all levels, including
Identifies key milestones in projects, business leaders and team members, including demonstrated success influencing senior
drives timelines and delivers on Drives accountability and actions against key Account Managers, Solutions Architects and leaders and decision makers.
deadlines. milestones in projects. Professional Services, etc., to deliver on
objectives. Experience in multiple organizational
Applies project management Updates management team on project or activity functions. For example: compensation,
techniques to identify project risks, status, escalates as necessary and holds Strong knowledge of project management forecasting, organizational development, etc.
opportunities and updates on project participants accountable for inputs through to lifecycle and framework.
or activity status. completion. Defines and leads the operational cadence for
Identifies reporting issues, gaps in processes, sales business area(s).
Solves ambiguous analysis with less well-defined and technical readiness and drive timely
inputs and outputs; drives to the heart of the resolutions. Defines and sets strategy for business-wide
problem and identifies root causes. (geo or function) projects, programs and/or
Strong financial, analytical and communication initiatives that improve sales productivity,
Drives recommendations from analysis that skills. increase operational efficiency, and/or
significantly impact sales teams, creates new establishes new processes needed by the
mechanisms, or change existing mechanisms. SME level understanding of customer invoicing, business.
credits, billing, and revenue routing.

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Amazon Confidential Sales Operations Leveling Guide October 2017
Facilitates the execution of operational cadence Thought leader sought after for key functional
deliverables on behalf or for the sales Leader and business decisions.
including but not limited to monthly and quarterly
cadence, and pipeline and forecast calls.

Leads business-wide (geo or function) projects,


programs and/or initiatives that improve sales
productivity, increase operational efficiency,
and/or establishes new processes needed by the
business.

Leadership / Influence Works under general direction; Operates in an autonomous fashion and seeks Understands and communicates the Sales Leads a Sales Operations function or similar
 Change Management encourage to operate autonomously, leadership input / guidance on decisions Operations vision to team members and responsibilities supporting mid-to-large scale
 Business Partnering seeks guidance as needed. impacting the broader business. neighboring teams multi-geographical sales organization.
 Setting Direction
Assumes responsibility to improve May lead a team of junior Sales Operations Escalates and drives issues to resolution. Plays a significant role in the hiring and
efficiency and quality of work. professionals supporting a business or function. development of team members. Significantly
Able to provide guidance and coaching for the Able to stand-in for the sales leader as required. participates in recruiting efforts. Continually
Manages multiple assignments and group. raises the bar.
customer requests/processes
concurrently, prioritizing accordingly. Required to regularly interface with sales Defines the organizational vision and
managers and/or sales directors within the communicates to front line leaders and
Ability to help train geographically organization. broader team.
dispersed teams on systems, processes
and best practices. Gathers user requirements succinctly, and Leads and sets vision for organizational
updates, assesses, and communicates status to leadership reviews, talent management and
Escalates problems and roadblocks as team members (if required). organizational design.
needed.
Manages multiple assignments and processes
concurrently, prioritizing accordingly – within
and outside of their team, including actively
participating in relevant work streams.

Ability to help train geographically dispersed


teams on systems, processes and best practices.

Escalates matters at the right time that may have


increased business risks and influences others
through their professional experience.

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Amazon Confidential Sales Operations Leveling Guide October 2017

Conducts performance management activities Conducts performance management activities for Conducts performance management activities
People Manager for team members evaluating performance team members evaluating performance against for team members evaluating performance
Responsibilities against goals/objectives to include the annual goals/objectives to include the annual review and against goals/objectives to include the annual
review and compensation processes. compensation processes. review and compensation processes.

Sets clear expectations and builds robust launch Sets clear expectations and builds robust launch Sets clear expectations and builds robust
plans and assigns goals for new team members. plans and assigns goals for new team members. launch plans and assigns goals for new team
members.
Coaches and provides performance feedback Completes and communicates comprehensive
based on project milestones or completed work organizational capability planning process to cater Plays a significant role in career development
product. for future organization needs. of others and actively seeks out development
opportunities for directs and mentors others.
Serves as a front line manager for routine Proven capability of developing and attracting
questions and guidance. high caliber talent. Drives hiring efforts, develops people through
coaching and providing feedback, and creates
a network of potential internal and external
talent.

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