The Sales Operations Analysts supports the sales organisation by ensuring that sales activities, client acquisition, and revenue targets for the different client segments are aligned with strategic objectives while maintaining compliance with internal policies and regulatory standards. provides the operational and analytical backbone for the sales team. The Sales Performance Specialist acts as the bridge between strategy, data, and execution, ensuring that sales processes, CRM systems, and reporting frameworks support ARM Group's growth and cross-subsidiary collaboration
Job Details
CRM & Data Management
Manage and optimize the firm's CRM platform for data accuracy and usability. Ensure leads, client interactions, and conversion data are consistently updated.
Support segmentation of clients (Retail/Mass Affluent, HNI, Institutional) within CRM.
Automate recurring reports and integrate CRM data with finance and operations systems.
Sales Operations and Process Optimization
Map, document, and improve end-to-end sales workflows across subsidiaries and segments.
Identify bottlenecks in client onboarding, lead routing, and deal closure.
Recommend process automation or digital solutions to reduce cycle time.
Collaborate with IT to implement CRM enhancements or workflow automations.
Maintain proper records of sales activities, approvals, and compliance sign-offs.
Sales Support & Enablement
Coordinate periodic sales review meetings and business performance sessions.
Maintain repository of product materials, sales decks, FAQs, and proposal templates and ensure all materials and communications adhere to regulatory guidelines.
Support onboarding of new sales staff with system and process training.
Manage incentives, commissions, bonuses, and reward tracking against performance metrics.
Prepare strategic insights for periodic management and board reports.
Cross-Functional Collaboration
Partner with Product, Marketing, and Finance to align campaigns with sales data.
Work with IT/Data Analytics to develop dashboards and data pipelines.
Collaborate with subsidiary sales teams to identify cross-sell opportunities.
Liaise with Compliance and Operations to ensure regulatory alignment in sales documentation.
Support audit requests and risk reviews related to sales processes and data
Sales Performance Monitoring
Work with Sales Performance Analyst to track, and monitor sales performance dashboards (daily, weekly, monthly) for segment assigned
Analyze trends in AUM growth, inflows/outflows, product penetration, and conversion rates.
Conduct pipeline analysis and forecasting to guide decision-making
Requirements
Technical Skills
Analytical and quantitative skills; ability to interpret data for commercial decisions.
Proficiency in KPI tracking and performance reporting.
Understanding of investment markets and products (mutual funds, bonds, equities, trusts, estate planning etc)
Detail-oriented with strong organizational and process-mapping abilities.
Ability to coordinate across teams sales, finance, compliance, marketing, and operations etc.
Advanced Excel / Power BI
Knowledge of CRM platforms (Salesforce, Zoho, Microsoft Dynamics)
Financial modelling & performance reporting
Strong data visualization and storytelling ability
Behavioural Skills
Strong communication and presentation skills
Proactive, collaborative, and commercially minded.