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About the Role
This high-impact leadership role is responsible for overseeing and transforming the Enterprise Boarding process. The goal is to build a faster, simpler, more consistent, and best-in-class experience for clients, sellers, and internal teams. You will report into the Head of AI & Operational Success and work within a function that combines AI, CRM, Sales Process, and Business Intelligence capabilities to enhance commercial execution and operational performance.
Responsibilities
- Own the Enterprise sales and boarding transformation agenda, creating a faster, simpler and best-in-class experience.
- Define the future-state operating model, including process design, governance, ownership, handoffs, data visibility and success measures.
- Identify and remove friction across opportunity progression, onboarding, implementation, activation and early-life support.
- Build and deliver a prioritised improvement roadmap that balances speed, quality, client experience, risk control and commercial impact.
- Lead, coach and develop a high-performing team of process improvement and sales acceleration analysts.
- Set clear priorities and focus the team on the highest-impact transformation and business-as-usual activity.
- Build a culture of accountability, curiosity, collaboration, pace and continuous improvement.
- Strengthen team capability across process improvement, stakeholder management, Salesforce, data analysis and transformation delivery.
- Act as the senior business owner for Salesforce-enabled process improvement across Enterprise Sales and Boarding.
- Partner with CRM, Product, Technology and Operations to turn business needs into scalable Salesforce enhancements.
- Improve Salesforce adoption, data quality, reporting and visibility to reduce manual effort and support predictable onboarding outcomes.
- Connect CRM, BI and process design to create a clearer, more effective Enterprise operating model.
- Build trusted senior relationships across Commercial, Risk, Compliance, Legal, Operations, Product, Technology, CRM, BI and regional teams.
- Establish governance, escalation routes and decision forums that keep delivery moving and process issues visible.
- Represent Enterprise Sales Process in senior forums, providing clear updates on progress, risks, dependencies, decisions and outcomes.
- Align functions and regions around shared accountability for scalable, commercially practical process improvement and client experience.
- Define and track KPIs for sales efficiency, onboarding performance, client experience and transformation impact.
- Use data and BI insight to identify root causes, performance gaps and measurable improvement opportunities.
- Establish a continuous improvement discipline that reduces rework, manual effort, cycle time, escalations and ambiguity.
- Embed improvements into standard ways of working so change is sustainable, not a one-off fix.
- Identify practical AI, automation and workflow opportunities that improve processes, productivity and client experience.
- Partner with AI, CRM, BI and Technology teams to pilot and scale governed improvements with clear business value.
- Encourage innovation focused on simplifying work, improving quality, creating capacity and supporting measurable outcomes.
- Stay close to emerging technology and process improvement approaches that can modernise Enterprise sales and onboarding.
Requirements
- Significant experience leading business process, operational improvement, sales process or commercial operations transformation in a complex, matrixed organisation.
- Proven ability to lead and develop high-performing teams, set clear priorities, build capability and create momentum around practical change.
- Strong understanding of Enterprise sales, onboarding, implementation, client lifecycle or revenue operations, with hands-on experience using Salesforce or comparable CRM platforms to improve workflow, data and reporting.
- Excellent cross-functional leadership, communication and executive storytelling skills, with the ability to simplify complexity, influence senior stakeholders and deliver through teams outside your direct line.
- Strong analytical, programme management and commercial mindset, with the ability to use data, governance and roadmap discipline to deliver measurable improvements in speed, quality, client experience and business outcomes.
Skills
- Salesforce
- CRM
- AI
- Business Intelligence
- Process Improvement
- Sales Process
- Operational Success
- Data Analysis
- Transformation Delivery
- Stakeholder Management
- Programme Management
- Lean
- Six Sigma
- Operating Model Design
- RACI
- Transformation Governance
- BI Reporting
- Multi-region Delivery
Location
- Global
Work Type
- Full-time
Experience Level
- Director
About the Company
- Our inclusive and global teams win together every day. We’re proud to have the best minds in the industry, who you can learn from as you grow your career. The people, the energy, the connections – it’s unmatched. Come and be part of an ever-evolving company and get dynamic opportunities that go beyond borders.
- Globalpayers think like a client, act like an owner and win as one team. We’re curious and innovative – always finding better ways to deliver impact. We empower each other to make decisions, and it’s our passion that drives excellence in everything we set out to do.