Roles & Responsibilities
As an OMNI agent, you will be responsible for processing simple to complex deals and handling inquiries from the client with high accuracy and efficiency
- Prepare and finalize contracts/ legal documents for signature.
- You will use deductive reasoning to make sound business decisions.
- You will follow best practices and work cross-functionally with multiple teams to complete the above tasks and other daily job functions.
- You will be required to multitask between tools in maintaining client databases, validating order information and verifying payment terms with high attention to detail and sense of urgency.
- You will ensure compliance to all company and business policies, administer all open sales orders, and ensure appropriate order flow.
- You will provide optimum assistance to sales.
- You should have working knowledge on contract structures, contract fallback, redlining and extensive deal desk experience.
- You should ensure seamless and friction-less deals with focus on deal velocity.
- You will learn and process all products offered in the logo.
- Review and validate contract request intake form from Sales including validating customer information and existing contract information in CRM system
- Identify the need for, seek, and record cross-functional or business stakeholder approvals for various components of the commercial or contractual package
- Validate customer-signed documents and submit for booking
- Escalate in a timely and professional manner any issues that prevent the completion of tasks and achievement of SLA and targets
- Respond and action in a timely professional manner any escalations received
Minimum Qualifications
- Graduate of a 4 year course or equivalent experience.
- Proficiency in financial systems such as SAP, Oracle or other enterprise ERP and quote to cash systems. Strong familiarity with Salesforce CRM and CPQ and Oracle is a big advantage
- Experience handling complaints; driven to deliver an excellent customer experience through resolutions and adherence to response times
- 3 years’ experience in Deal desk or Contract Management or Sales support
- Experience working and managing communications, with multiple cross-functional teams/stakeholders.
- Has experience in participating with process improvement projects (contributor/participant)
Key Skills
- Team oriented/team player
- Situational/contextual awareness with the ability to assess the impacts of one’s work.
- Excellent critical and analytical thinking
- High attention to detail, and high level of professionalism
- Proactive, self-motivated, self-starter, minimal supervision
- Excellent analytical skills and strong decision-making skills committed to resolution and compliance
- Strong organizational, time and workflow management skills
ProjectGreen
Job Type: Full-time
Salary: $60,000.00 - $650,000.00 per year
Schedule:
Ability to commute/relocate:
- Austin, TX: Reliably commute or planning to relocate before starting work (Required)
Education:
Experience:
- Contract management: 3 years (Required)
- Sales support: 3 years (Required)
Work Location: One location