Description:
The OPIS Sales Operations Team builds, maintains, and analyzes reports critical to the sales organization’s operations. This role sits within the Sales Operations Team and interacts with the entire sales organization, enhancing operating efficiency and excellence across sales functions.
Key Responsibilities
- Provide support and administrative coordination throughout the sales and renewal process for Sales teams, including Sales Management.
- Discuss and explain contractual guidelines of OPIS products with account managers, finance, product managers, sales leadership, and other stakeholders.
- Assist in preparation and distribution of client legal agreements, attachments, proposals, purchase orders, and business correspondence.
- Process signed and executed renewal contracts in Salesforce and liaise with Sales Operations.
- Handle product or service cancellations, including creating cancellation forms and routing to the appropriate internal teams.
- Maintain all contracts requested by account managers on behalf of clients.
- Research and resolve product delivery and invoicing challenges, providing clear explanations to Sales team members or clients.
- Ensure accurate and timely submissions of client cancellations to Order Validation (OV) by month-end.
- Submit accurate client data edits/changes for uploading into SAP.
- Assist sales teams with outstanding orders pending information or purchase orders to support revenue recognition.
Qualifications / Skills
- Experience in sales support, sales administration, or customer service.
- Experience supporting and processing contracts.
- Applied working knowledge of MS Office applications, particularly Word and Excel.
- Highly organized with the ability to prioritize tasks effectively.
- Attention to detail and ability to multitask.
- Experience working with Salesforce and/or NetSuite.
- Excellent written and verbal communication skills.
- Experience supporting multiple business lines.
- Professional interaction with clients and peers.
- Ability to work under moderate supervision and handle multiple tasks under pressure.
- Team-oriented, cooperative, and reliable.
- Experience documenting processes and procedures.