Director – Retirement Sales Operations Business Partner

About the role

The Director – Retirement Sales Operations Business Partner role is critical to the execution and enablement of the Retirement business strategy. The role supports Retirement leadership, acts as a trusted partner to senior stakeholders, and enables effective execution of sales priorities through data, reporting, insight, and process support.

Responsibilities

• Strategic Partnership & Sales Enablement
• Contribute to sales strategy discussions by providing insight and structure across:
• Annual planning relating to sales-focused activities
• Market segmentation, opportunity identification and cross-selling
• Pipeline management, lead tracking and sales forecasting
• Sales Performance, Reporting & Insights
• Deliver leadership-ready reporting and insights that support decision making and prioritization, including the ongoing management of Retirement market metrics.
• In coordination with Marketing, ensure that sales campaigns are appropriately measured and outcomes are shared.
• Operational Delivery & Seller Support
• Implement and maintain standardized processes which support senior Retirement sellers in their day-to-day sales activities.
• Oversee and guide a centralized offshore support team, ensuring timely, high quality handling of queries and requests made by senior Retirement sellers.
• Act as a senior escalation point for more complex operational or data related issues, applying judgement to resolve or redirect appropriately.
• Support Lead Relationship Managers of complex accounts, providing targeted operational and commercial insight to support successful client outcomes, as needed.
• Tools, Data & Process Adoption
• Work with Retirement leadership to drive adoption of global Sales Operations tools and processes, including CRM related training and enablement.
• Coordinate initiatives focused on CRM data integrity and hygiene, partnering with Business Operations and other stakeholders as required.
• Leadership Engagement & Decision Support
• When needed, actively participate in Retirement growth/sales meetings, using data and insights to shape discussion, decisions and priorities.
• Own or support meeting follow-up actions, ensuring agreed outcomes are tracked and progressed.
• Collaboration, Influence & Stakeholder Management
• Build and maintain strong, credible relationships with senior Retirement stakeholders, including business, sales and business operations leaders and key internal partners.
• Work closely with the HWC Global Sales Operations Leader to meet the evolving Sales Operations needs of the Retirement business and to deliver priority initiatives and special projects.
• Where appropriate, partner with local Sales Operations colleagues to align local Retirement sales operations activities with global Retirement priorities and processes, and to drive adoption of best practices.
• Continuous Improvement & Capability Building
• Identify opportunities to enhance or develop tools, processes and ways of working that improve efficiency, insight and seller experience.
• Develop junior colleagues and undertake people management responsibilities, where applicable.
• Professional Representation
• Represent the Sales Operations function and WTW with integrity, credibility and professionalism in all interactions.

Qualifications

• Experience in Sales Operations or Sales Management at a large multinational organization
• Strong understanding of sales performance, pipeline management and leadership reporting
• Highly analytical; comfortable working with imperfect or evolving data and turning it into clear insight
• Skilled at building effective relationships with stakeholders at all levels of a global organization
• Comfortable managing ambiguity and helping shape processes that are still emerging
• Demonstrable communication, negotiation and influencing skills
• Competent in Microsoft tools – primarily excel (Vlookups, pivot tables and advanced formula) and PowerPoint
• Experience in a CRM system is required
• Comfortable using AI-enabled tools to improve efficiency and analysis; curious and proactive in adopting new technologies.
• Adherence to WTW values: client focus, teamwork, integrity, respect and excellence