Senior Business Consultant – Sales Operations

vor 12 Stunden

Zürich, Zürich, Schweiz Callista Group AG Vollzeit CHF 80'000 - CHF 120'000 pro Jahr

For our client, a leading global provider of end-to-end software and cloud technology solutions, we are searching for an experienced Business Consultant to drive process excellence and digital transformation in global Sales Operations.

In this role as part of the IT you will partner with Business Stakeholders from Sales, Sales Delivery, Marketing, and Architects to design, optimize, and implement CRM-driven processes in Microsoft Dynamics 365 Sales. Your focus will be on lead-, account- and opportunity management, forecasting, pipeline visibility, and account planning—ensuring that the global sales organization operates efficiently and data-driven.

Key Responsibilities:

  • Capture, analyze, and document business requirements related to sales, marketing and customer master data processes, including lead management, opportunity handling, forecasting, and account planning.
  • Advise stakeholders on CRM best practices, process optimization, and effective usage of Microsoft Dynamics 365 Sales features.
  • Translate business needs into functional and technical specifications for solution design and implementation teams.
  • Develop and execute test cases, user acceptance criteria, and validation scenarios to ensure high-quality solution delivery.
  • Support the implementation, rollout, and adoption of optimized CRM and sales workflows across global regions.
  • Collaborate with sales leadership to enhance pipeline transparency, improve forecast accuracy, and drive user adoption of CRM tools.
  • Provide input to training, communication, and change management activities to ensure business alignment and successful adoption.

  • Maintain clear documentation of requirements, workflows, and test results following corporate governance standards.

  • Bachelor's or Master's degree in Business Administration, Business Informatics, or a related discipline.

  • 5+ years of experience in business consulting, sales operations, or CRM implementation—preferably within global organizations.
  • Strong knowledge of Microsoft Dynamics 365 Sales (or comparable CRM systems).
  • Deep understanding of sales operations, forecasting, pipeline management, opportunity lifecycle, and account planning.
  • Experience with requirements management, process design, and UAT (User Acceptance Testing).
  • Analytical and structured thinker with the ability to bridge business and technical perspectives.
  • Strong stakeholder management and communication skills, with experience working in international, cross-functional teams.
  • Fluent in English (written and spoken); German is an advantage.

Join us and be part of a dynamic team that is dedicated to creating innovative solutions for our clients. If you are passionate about product management and have the skills and experience we are looking for, we would love to hear from you

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