About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Summary

The team leader for the Sales Operations function in APAC is responsible for managing, leading, and coaching the Sales Associates function within APAC Sales. Providng leadership and guidance, with overall accountability for the performance management and career development programs of the team. They will oversee the assignment and allocation of work to the sales associates supporting the business development team, ensuring that the sales process is followed.

This role aims to enhance sales performance, streamline processes, and ensure alignment with overall business objectives. The ideal candidate will possess strong leadership skills, a deep understanding of sales processes, project management acumen, and a proven track record of driving sales growth and change.

As a player/manager, the individual will also act as the primary lead for sales opportunities and support the sales manager(s) as required from a sales enablement perspective.  Playing a leading role in supporting the RFP and sales teams by gathering accurate information from the business and reviewing RFP responses to ensure they are customized to prospects' needs. Additionally, they will provide outstanding support to sales managers in developing new business opportunities and assist the broader relationship management team on re-bid opportunities.

This role reports to the Global Head of Sales Operations for Asset Servicing to align with global objectives and best practices.

Major Duties

Training & Team Management

Provides leadership and guidance to Sales Associates, fostering an environment which encourages
employee participation, teamwork, and communication.Conducts the performance management process for Sales Associates.Identifies training and development needs and establishes performance standards for the unit.Identifying the talent within the group and aligning operations in the group to maximize performance based on individual talents.Maintains communication with the Heads of Sales and Sales Managers to anticipate needs effectively and provide support required.Allocates workload across the Sales Associates.Encouraging the use of the Sales Academy tools for all new business opportunities – to avoid overinvesting in the wrong opportunities, underinvesting in the right opportunities, or missing opportunities altogether.  Including:Meeting planners (for each meeting)Opportunity Worksheets (per opportunity)Decision Grid (per opportunity)Drive and encourage Sales Managers, Deal Managers, and other Sales Associates to genuinely differentiate Northern Trust during the sales process.Encourage and support taking new opportunities through the deal review process.Responsible for the training and coaching of new starters to be proficient in the sales process and following the above criteria.

Sales Operations Optimization

Capacity planning; working with Global Head of Sales Operations and Heads of Sales in APAC  for prioritizing workloads and key deals ensuring that the allocation of sales resource is suitably split.  This is to be continually reviewed to load balance resource and manage any capacity constraints.Acting as the main point of contact for internal and external contacts on larger deals involving Sales Operations.  Working with the Sales Group and Client Servicing Teams to define the services that will be provided to new and existing clients.Supporting deal review management and governance to feed into the broader business planning.  Working with Global Head of Sales Operations and Heads of Sales to lead the deal review meetings (set up, reporting and attendance).Working with the Head of Sales to manage the pipeline at key end of quarter and end of year reporting dates. Mitigating risk by effective capacity management, governance, planning and reporting.Supporting decisions to determine Sales Operations optimal operating model and staffing needs including hiring decisions.Supporting the ARC process for direct reports in conjunction with Global Head of Sales Operations. Manage ad-hoc projects (Compliance/Audit/Regulatory requirements).Drive adoption of CRM tools and ensure data integrity for accurate forecasting and reporting.Champion the use of AI-driven tools and analytics to enhance sales performance and client insights.Identify and implement AI solutions to automate workflows and improve decision-making.Coordinate with global operations to align on best practices and shared services.

Sales Enablement – Key Deal Responsibilities

Work closely with the sales managers providing oversight and support for the deal, including:Supporting the Sales Manager with the development of the relationships with the client and all stakeholders throughout the deal.Works with the Sales Managers regarding the preparation, support and coordination all aspects of the sale & preparing commercials.  Ongoing support for sales presentations and due diligence visits, supporting sales material, briefing memos and sessions, agendas, etc.Oversee the project plan to manage the deal and revise as appropriate to meet changing needs and requirements.Oversee the communication of plan internally and externally to obtain full buy in by all parties.Supports the deal team to manage relevant stakeholders to ensure effective and efficient implementation of the deal project.Receives and reviews reports regularly on the progress of the deal and updates the Heads of Sales on the deal status.Provides comprehensive, in-depth consulting and leadership to team and partners.

Knowledge/Skills

Highly flexible and adaptable to change.Sound commercial understanding and risk management skills.Solid understanding of management of internal governance procedures. Excellent level competency and confidence in IT Skills.Advanced PowerPoint skills.High quality interpersonal skills, excellent oral and written communication skills are required to interact with stakeholders/clients.High EQ and EI.Ability to manage well under pressure and work to tight deadlines.Strong and flexible work ethic.High level of attention to detail and time management.Strong analytical and organizational skills.Easily prioritizes own and possibly others’ daily workloads, ability to multi-task while working efficiently and accurately under pressure.Ability to engage key business owners around the key deals and optimization of resource Support sales operations optimization; have input into the qualification of “into” or “out of” any significant sales opportunities within the region.Ability to coach on deal management across strategic opportunities/initiatives on large complex deals.Dynamic candidate, self-starter, with a desire to work in a very collegiate team and have the ability to work independently.To act with integrity at all times and embrace the philosophy of treating customers fairly.Demonstration of initiative, accountability and focus on quality.Embracing AI to streamline and regenerate stale/admin centric processes.

Experience Required

This is a highly networked role that requires an ability to work under pressure and manage multiple challenging deadlines.  It requires strong people management skills in a dynamic sales environment.

5 years of previous management experience5 or more years of related experience, within a Project or Program Management role with an exposure to a sales environment within the financial sector.  Having the ability to manage complex, multi-workstream projects, with proven experience of managing large complex global projects.Previous experience of stakeholder management – the ability to work alongside Global Heads, Heads of Sales and other Senior Executives to drive strategic initiatives.  Manage virtual teams and inputs from a variety of stakeholders.Understanding of the Financial Services Industry from an operational and product perspective.Expertise in CRM systems, data analytics, and sales enablement tools. Excellent communication, stakeholder management, and problem-solving skills.

 

Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.

We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.