layiq

/la·yiq/adjective

worthy; deserving; fitting; suitable.

A role, opportunity, or path that merits attention, time, and pursuit.

LAYIQ - Sales Excellence Administrator at Upchurch

Administer the sales excellence operating system
Serve as the day-to-day administrator of the Sales Excellence program — the practical operating routines, sales resources, templates, and reference material that help commercial teams work consistently.
Maintain the annual and quarterly commercial workplan, initiative calendar, action register, decision log, and leadership-ready operating views.
Turn CMO direction into practical meeting materials, workback plans, owners, due dates, and reliable follow-up.
Identify process gaps, data-quality concerns, overdue commitments, and unowned actions; present clear next-step recommendations to the appropriate leader.
Strengthen forecast, pipeline, and performance discipline
Support accurate forecast administration by organizing and reconciling approved CRM, finance, ERP, and line-of-business reporting sources.
Prepare forecast-review rollups, variance analysis, exception lists, dashboards, and meeting materials covering hard backlog, soft backlog, pipeline, priority pursuits, and planned revenue/profit contribution.
Help leaders inspect opportunity stage, probability, value, timing, owner, next step, risk, and information quality before forecast commitments are presented.
Work with Finance and commercial leaders to clarify missing, stale, conflicting, or potentially duplicative information, while preserving source references and reporting discipline.
Support commercial inputs for large-project and executive reviews as directed by the CMO, maintaining source clarity and evidence traceability.
Advance enterprise account management and cross-selling
Administer the Strategic and Key Account program, including account designation support, account-lead and executive-sponsor records, account-plan cadence, review readiness, and follow-up actions.
Maintain enterprise account maps that show customer relationships, service/solution penetration, relationship holders, next opportunities, buyer influence, sponsorship, and cross-line-of-business opportunity.
Prepare strategic-account and customer-growth reviews focused on profitable growth, customer outcomes, relationship risk, and accountable next actions.
Coordinate cross-selling opportunities among relevant lines of business while respecting established customer relationships and commercial ownership.
Maintain sales process resources and enablement
Maintain current commercial sales resources, including account-planning tools, go/no-go guidance, qualification references, conversation-planning tools, and large-project commercial practices.
Coordinate reviews, updates, approvals, version history, access expectations, and the retirement of superseded materials with document owners and the CMO.
Build practical adoption tools — checklists, agendas, templates, facilitation guides, quick-reference sheets, and training logistics — that help teams apply approved practices in their normal work.
Track enablement participation, field feedback, methodology adoption, and requested improvements; recommend updates through the appropriate governance path.
Run the management cadence and continuous improvement loop
Plan and facilitate the administrative backbone of cross-line-of-business sales meetings, forecast reviews, strategic-account reviews, and CMO-led Sales Excellence forums.
Prepare agendas, pre-reads, dashboards, decisions, action lists, and post-meeting follow-up; keep owners and due dates visible until actions are completed, re-scoped, or formally closed.
Coordinate “One Upchurch” collaboration topics, customer wins, lessons learned, and cross-selling stories so they produce useful action rather than one-way updates.
Maintain simple operating rules for field completeness, report refreshes, metric definitions, source references, and record ownership.
Recommend practical CRM, SharePoint, Monday.com dashboard, or workflow improvements that reduce manual effort while preserving information quality and traceability
Required Qualifications
7+ years of progressively responsible experience in sales operations, commercial operations, revenue operations, business planning, strategic-account support, executive administration, or a similar business coordination role.
Demonstrated ability to manage a complex operating rhythm: recurring reviews, agendas, pre-reads, action registers, dashboards, and follow-up across multiple senior stakeholders.
Strong working knowledge of CRM reporting, Excel or similar analysis tools, PowerPoint/Google Slides, and collaboration/document-management tools.
Ability to interpret commercial data such as pipeline, forecast, backlog, revenue, margin, probability, customer exposure, and action status.
Exceptionally strong organization, written communication, meeting facilitation, prioritization, professional discretion, and follow-through.
Proven ability to work constructively across functions, build trust, and raise incomplete information professionally.

Sales Excellence Administrator

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