Solutions Ops

Who are we?

“Hustle Mode ON” is the motto we live by.
- Whatfix has been named among the top 20 B2B tech companies like Adobe, PayPal, and Cisco.
- With YoY revenue growth of over 65%, we have also been recognized among the top 20 fastest-growing SaaS companies worldwide in the SaaS 1000 list.
- Recognized by Forrester and Everest Group as a 'Leader' in the digital adoption space, and listed by LinkedIn among one of the Top 5 startups in India in 2020
- Listed in Deloitte Technology Fast 500 among fastest-growing companies in North America for 2022 and 2021 and recognized as Great Place to Work 2022-2023
- Whatfix has been named a Silver Winner in Stevie's Employer of the Year 2023.
- Our Customer centricity is also evident from a Customer rating of 4.67 on G2 Crowd & 4.7 on Gartner Peer Insights

What would you get to do?

An Operations Manager would drive efficiency, automation, and data-driven decision-making within our Solutions and Pre-Sales teams. This role will optimize pre-sales processes, resource allocation, forecasting, and performance tracking, ensuring a seamless connection between solutions, sales, and customer success.

Key Responsibilities

1. Pre-Sales & Solutions Process Optimization
- Define and optimize the end-to-end pre-sales to post-sales workflow.
- Create playbooks and best practices for solutioning, demos, and technical validations.
- Optimize the handoff between pre-sales solutions and implementation teams.

**2. Pipeline & Forecasting for Solution Teams
- Track and analyze SC/SE involvement across deals, Leading and Lagging Metrics, Qualification rates, Demo Conversions, POC success rates, and technical win rates.
- Work with Sales Ops to ensure solutioning efforts align with revenue goals and forecast accuracy.
- Provide real-time dashboards tracking pre-sales workload, deal velocity, and conversion rates.
- Analyze POC success rates, demo-to-deal conversions, and solution impact on revenue.

**3. Collaboration Between Sales, Solutions & Customer Success
- Align SCs/SEs with high-priority deals and ensure optimal resource utilization.
- Build feedback loops between pre-sales, post-sales, and product teams to refine offerings.
- Ensure that technical solutions meet customer needs while maintaining profitability.

**4. Data-Driven Decision Making & Automation
- Maintain a centralized RevOps dashboard for insights on solution team performance.
- Analyze win/loss trends and provide actionable insights for improvement.
- Automate solution recommendations using AI and predictive analytics.
- Improve data hygiene and completeness within CRM & pre-sales tools.

**5. Knowledge Management & Reusable Assets
- Maintain a solution repository with reusable playbooks, templates, and best practices.
- Automate RFP/RFI responses, solution architectures, and demo environments.
- Standardize battle cards and competitive intelligence resources for solution teams.

**6. Governance, Compliance & Risk Management
- Ensure compliance with solutioning, security, and regulatory policies in solutioning.
- Monitor and mitigate risks in solution deployment and technical feasibility.

Who you are?
- 5+ years of experience in Revenue Operations, Pre-Sales Ops, or Sales Ops.
- Strong expertise in CRM tools (Salesforce, HubSpot, SAP CRM, etc.).
- Experience with data analytics, dashboarding, and forecasting tools.
- Understanding of technical solutioning, demos, and proof-of-concepts (POCs).
- Knowledge of automation, AI-driven insights, and process optimization.
- Strong collaboration skills with Sales, SCs/SEs, and Customer Success teams.
- Experience in managing solution repositories and sales enablement assets.
- Prior work in a B2B SaaS, Enterprise

Note:

- We strive to live and breathe our Cultural Principles and encourage employees to demonstrate some of these core values - Customer First; Empathy; Transparency; Fail Fast and scale Fast; No Hierarchies for Communication; Deep Dive and innovate; Trust, Do it as you own it.
- We are an equal opportunity employer and value diverse people because of and not in spite of the differences. We do not discriminate on the basis of race, religion, color, national origin, ethnicity, gender, sexual orientation, age, marital status, veteran status, or disability status