Lead Associate - Sales Operations

WTW is a leading advisory, broking, and solutions company with a storied history dating back to 1828. From the Titanic in 1912 to supporting the Moon Buggy in 1971, we have a legacy of turning risk into growth opportunities. 

Our Lisbon Regional Delivery Hub is at the heart of this innovation, with a vibrant team of +300 professionals dedicated to excellence every day.

You will be part of an exciting and innovative team – Sales Operations, designed to create a more effective and efficient sales apparatus to drive accelerated growth and a superior client experience compared to our peers. Our objective is to support sales and client facing colleagues through operationalising sales enablement activity. This is an excellent opportunity for an ambitious professional to further advance their careers.

As a Lead Associate in GB Sales Operations, you will play a pivotal role in supporting WTW’s Health, Wealth & Career (HWC) Segment in Great Britain. You will collaborate with global and local teams to drive sales enablement, operational excellence, and client experience. This role blends data analysis, project management, process optimization, and campaign execution to support the entire sales lifecycle. The ideal candidate is collaborative, analytical, and action-oriented with a deep understanding of sales operations and tools. 

Strategic Business Partnership & Sales Enablement

• Collaborate with GB HWC and Sales Operations leaders to translate strategic priorities into actionable operational plans. 

• Recommend and implement process improvements to enhance sales efficiency, productivity, and accuracy. 

• Coordinate planning and communication between Global, European, and local sales teams. 

• Work closely with Marketing and HWC leadership to develop, execute, and track sales campaigns and events. 

   

Data Analysis & Performance Insights

• Analyse sales data and metrics to identify trends, performance gaps, and growth opportunities.

• Partner with analytics teams to develop dashboards, scorecards, and ad hoc reports that deliver actionable insights to sales leaders and client teams.

• Monitor and report on key performance indicators (KPIs), including sales and pipeline performance, conversion rates, velocity, and campaign ROI.

• Manage top-end opportunities to ensure appropriate leadership awareness and support, increasing the likelihood of successful outcomes.

   

CRM & Data Management

• Maintain and improve data accuracy for HWC GB in CRM.
• Support CRM data hygiene efforts aligned to HWC GB priorities.

• Train and guide sales teams on CRM best practices to ensure consistent usage and reporting accuracy.

   

Campaign & Project Management

• Lead the coordination and execution of sales campaigns, ensuring clear ownership and follow-through. 
• Support marketing with priority client targeting, registration tracking, and engagement metrics for campaigns such as webinars or conferences. 
• Oversee post-event lead management, ensuring leads are allocated to appropriate senior sellers, sending reminders, and monitoring follow-up and conversion rates. 

• Provide regular updates to leadership on campaign activities and successes.

   

Delivery of global sales enablement processes:

• Drive cross-business account management initiatives for priority clients, identify growth actions, and report progress to leadership. 
• Coordinate independent client review interviews for priority clients to elevate client experience, identify growth opportunities, and protect revenue. 
• Ensure HWC leverages the Client at Risk process to identify, track, and report on revenue at risk scenarios. 

Education & Experience:

• Bachelor's degree in Business Administration, Marketing, Operations, or a related field.
• Eperience in Sales Operations, Continuous Improvement/Excellence, Project Management or Business Operations roles.
• Experience working in a global, matrixed organization is a strong advantage.

Technical Skills:

• Proficient in CRM platforms.
• Strong Excel and data analysis skills; familiarity with tools like Power BI or Tableau is a plus.