Sales Operations Associate

About IRIS IRIS Software Group is one of the UK's largest privately held software companies, trusted by 100,000+ businesses, schools and accountancy firms to keep their operations running. Our software pays 1 in 6 UK employees, supports over 12,000 schools, and is relied on by 91 of the top 100 UK accountancy firms. We're a Great Place to Work® certified employer, recognised for our commitment to well-being, inclusion and development - and we're growing fast. At IRIS Software Group, we help organisations run more efficiently through software and services that support thousands of businesses every day. Behind every successful commercial team is accurate data, clear reporting and reliable forecasting. That is where our Revenue Operations team comes in. As a Revenue Operations Associate , you will help our Sales, Marketing and Customer Success teams make better decisions by turning data into clear, useful insights. You will work with reports, dashboards, forecasts and large datasets to help leaders understand performance, identify opportunities and plan for future growth. Excel will be one of your main tools in this role, so you will need to be confident using formulas, lookups, Pivot Tables and working with detailed data. This is a great opportunity for someone at the beginning of their career who is highly numerate, enjoys solving problems and wants to develop valuable commercial and analytical skills. You may have gained relevant experience through university, an internship, a placement, a project or an entry-level office role. 🧾 Why This Role Matters Good business decisions depend on accurate information. The reports, analysis and forecasts you produce will help our commercial teams understand where we are performing well, where there may be risks and where new opportunities could be developing. By improving the quality and visibility of our data, you will help our teams work more effectively, make better decisions and ultimately deliver better outcomes for our customers. 👥 About the Team You'll Join You will join our Revenue Operations team of around 10 colleagues based across the UK and India. The team works closely with Sales, Marketing, Customer Success and senior leaders across IRIS. Together, they manage commercial reporting, sales forecasting, pipeline visibility, data quality and performance analysis. You will be supported by experienced colleagues while gaining exposure to how a global software business operates. Over time, this role could lead to opportunities across Revenue Operations, Sales Operations, Business Analytics, Commercial Operations, Data and wider business functions. 📊 What You'll Be Doing You will support the team by: Maintaining sales forecasting processes across our global sales teams. Monitoring sales performance against targets, budgets and forecasts. Building and maintaining Excel-based reports, models, dashboards and trackers. Working with large and complex datasets while maintaining a high level of accuracy. Identifying and correcting data quality issues within Salesforce. Supporting pipeline hygiene and ensuring commercial data is complete and reliable. Preparing weekly, monthly and quarterly forecast presentations for senior leaders. Analysing sales trends, pipeline movement, conversion rates, win and loss trends and forecast accuracy. Producing clear analysis that highlights risks, opportunities and key business insights. Working with sales leaders to improve forecasting and pipeline management. Supporting revenue planning and performance review processes. Using CRM, reporting and forecasting tools to support accurate decision-making. Communicating findings clearly to colleagues across the business. 🔎 What We’re Looking For Strong Excel skills are one of the most important requirements for this role. We would love to hear from you if you have: Strong working knowledge of Excel, including formulas, lookups and Pivot Tables. Confidence working with large datasets, spreadsheets and detailed information. Strong numerical and analytical ability. Excellent attention to detail and accuracy. The ability to identify trends, patterns and potential data issues. Good organisational skills and the ability to manage several tasks at once. The ability to work to deadlines. Clear written and verbal communication skills. Confidence explaining simple findings or updates to others. A positive, proactive approach and willingness to learn. The ability to work well in a fast-paced environment. Some exposure to Revenue Operations would be helpful, but we understand that candidates at this level may still be developing their experience. It would be great if you also have: Some experience or understanding of Revenue Operations, Sales Operations or Business Analytics. Exposure gained through employment, university, an internship, a placement or a relevant project. Experience using Salesforce or another CRM platform. Familiarity with Power BI, Tableau or similar reporting tools. An understanding of forecasting, pipeline management, sales performance or revenue tracking. Experience supporting reports, dashboards or data analysis. A degree in a numerate, business or analytical subject, or equivalent relevant learning. A relevant Revenue Operations, Sales Operations or Business Analytics certification. You do not need to meet every desirable requirement to apply. If you have strong Excel skills, enjoy working with data and are keen to learn, we would be pleased to hear from you. 🎁 What You’ll Gain A strong introduction to Revenue Operations within a global software business. Support and guidance from experienced colleagues. The opportunity to build advanced Excel, reporting and data analysis skills. Experience working with Salesforce, Power BI and commercial reporting tools. Exposure to senior leaders and global commercial teams. A better understanding of how Sales, Marketing and Customer Success work together. Opportunities to develop into Revenue Operations, Sales Operations, Business Analytics or Commercial Operations roles. A role where your work will have a visible impact on business decisions and customer outcomes. If you are looking for a role where you can build valuable skills, grow your confidence and see the impact of your work, we would love to welcome you to the team at IRIS. #LifeAtIRIS Why You’ll Love Working Here Impact: Your work will influence millions globally. Growth: Continuous learning and career development opportunities. Belonging: A culture that celebrates diversity and empowers every individual. Ready to Apply? Click Apply - we’re excited to learn about your unique perspective and experience. If you need adjustments during the process, let us know. We’re committed to making this opportunity accessible to everyone. What to expect from our hiring process Our process is designed to be fair, transparent and straightforward. Stages vary depending on the role — more senior positions may involve additional steps, and some areas include role-specific assessments such as a technical test or case study — but typically you can expect: Application review — we assess your experience and potential Initial call — a short conversation to learn about you and share more about the role Skills assessment — tailored to the position, e.g. case study, coding challenge or portfolio review Final interview — meet the team and explore how you'll make an IMPACT at IRIS We'll always walk you through the specific stages at the start of the process so you can prepare with confidence. If you need any adjustments or accommodations during the process, let us know, we’re committed to making this experience accessible for everyone.