The Sales Operations Team supports the back-office administration for sales operations processes internally within Trintech. The primary responsibilities of the Sales Operations Specialist will be to provide daily support to the Sales team as it relates to Customer Contracts and Sales Processes.
The successful candidate will be professional, responsive, and a motivated team player who is interested in building a career while helping to grow the business. Sales Operations Specialist, the team member will support assigned accounts by liaising with various internal teams or providing administrative data throughout various processes including the sales process, renewals, contracting and maintenance of data related to customer assets.
Primary Responsibilities
- Use Salesforce to generate quotes, track opportunities and report status.
- Create, review, and finalize customer order forms and supplemental materials as needed for both new and existing customer subscription deals with varying terms.
- Assist the sales team in structuring pricing and discount contract terms.
- Assist in preparation of deal summary packages.
- Audit opportunity values and deal splits to ensure they align with executed contracts.
- Anticipate problems and initiate actions to ensure customer orders are processed efficiently.
- Provide quality control and ensure the completeness and consistency of all contracts and subsequent purchase orders.
- Maintain contract admin systems (Salesforce, DocuSign, etc.) with accurate information.
- Document and share processes related to requesting contracts, sales process, and deal desk processes to ensure sales team members are informed and enabled.
- Partner closely with cross-functional teams outside of Sales to achieve overall business objectives.
- Other related duties to support internal administrative data and processes.
- Clean, validate, and maintain Salesforce data to ensure accuracy and completeness.
- Monitor and manage data quality metrics, identify gaps, and take corrective action.
- Perform routine data audits and de-duplication across Salesforce and related systems.
- Collaborate with cross-functional teams to gather data requirements and ensure data consistency across business units.
- Document data management processes and contribute to best practices in CRM data governance. Handle renewals-related customer requests
Qualifications
- 3+ years of experience in Sales Operations related role
- Experience using CRM technology such as Salesforce.com
- Excellent interpersonal, presentation, and communication skills
- Proficient in using a MS Word, Excel, PowerPoint, SalesForce
- Ability to prioritize and manage multiple tasks and projects to meet deadlines in a dynamic detail-oriented environment
- Strong reporting, query, and analytical skills
- Strong organizational skills and an ability to learn and process new information quickly and be resourceful.
- Ability to work both autonomously and within a team environment across multiple groups
