Sales Operations Executive

Requirements

• This position is ideal for someone looking to work as part of a dynamic global team, supplementing our Sales representatives, Directors, and VPs to help them achieve their KPIs.
• The successful applicant will be energetic, flexible to a dynamic workload, analytical, and highly organised
• The candidate must be able to adjust their workflow due to numerous ad hoc requests and varying business needs
• The successful applicant will make this role their own
• There are endless possibilities of how they can make a difference within the team, using initiative and problem solving skills to suggest improvements to the day‑to‑day running of processes and manage their own projects when bringing these visions to life
• Must be able to work independently to numerous personal and team deadlines, while consistently identifying areas for improvement
• Ability to interact and build rapport with all levels of sales/data management
• Very strong organisational and independent project management skills
• Competency with Microsoft Office Suite, for creation of reporting slide decks and original sales documents for distribution
• An understanding of formulas, functions, and pivot tables in Excel
• An understanding of standard forecasting methodology, KPI reporting, sales planning strategy, and the overall enterprise sales cycle is desirable
• Desirable experience using Salesforce and Workday

What the job involves

• This role offers the candidate the opportunity to have a direct impact on overall corporate success
• Our Sales Operations Executive team provide order processing and general operational support to the global sales teams
• This position interacts regularly with numerous senior staff across several internal teams, so requires a confident and professional individual
• Ensuring that all contracts closed are accurately uploaded onto the CRM system
• Input in deployment information, using knowledge gained from the technical side of the business to verify the validity of different combinations of products when inputting them into the system
• Input financial data which will feed into our financial database, Workday
• Ability to identify and use problem solving techniques in order to ensure complete deal and data accuracy at all times
• Constantly striving to look for ways to improve the speed and accuracy of the deal process
• Ability to meet tight deadlines at month end and work quickly and efficiently to ensure that all tasks are completed within the given time frame
• Process amendment letters and alterations to customer’s contracts
• Ability to build relationships with other teams including Sales, Finance, Legal and Development team in order to increase process workflow, particularly during the busy month end period
• We recently transitioned from our internally built CRM to Salesforce, and the changeover is still in progress as we continue refining the new system and optimising our business processes
• While we have a dedicated Salesforce Admin team that is responsible for supporting the business through this change, Sales Operations continue to support the sales team to help them navigate the new system
• Act as CRM support for the global sales team, answering any email queries sent through to shared mailboxes
• Troubleshoot issues – be able to quickly identify the source of the issue and find a solution, while keeping excellent communication with the Sales team while the issue is being fixed
• Liaise with the Salesforce Admins and Architects to fix any issues that arise
• Identify areas for improvement and come up with new ideas to optimise business processes

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