Sales Operations Manager
Role Overview: The Manager, Sales & Client Management (SCM) will lead a team responsible for managing and optimizing the end-to-end process from Pagero quote creation to contract execution within IFS for OneSource sales representatives. This role will ensure seamless transitions between sales stages, maintain data integrity, and support the sales team in achieving their targets. The manager will also drive strategic initiatives to improve processes and performance.
About The Role
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Team Leadership:
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Lead, mentor, and develop a team of SCM professionals.
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Foster a collaborative and high-performance culture within the team.
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Conduct regular performance reviews and provide constructive feedback.
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Quote Management:
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Oversee the creation, tracking, and management of Pagero sales quotes in IFS for Heritage TR sales representatives.
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Ensure all quotes are accurately created and updated in a timely manner.
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Collaborate with sales representatives to ensure quotes are progressing through the sales pipeline.
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Contract Process:
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Manage the contract generation process, ensuring all necessary approvals and documentation are obtained.
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Work closely with deal desk, commercial strategy, legal, and finance teams to ensure contracts comply with company policies and commercials.
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Facilitate the electronic signature process and ensure contracts are stored appropriately.
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Data Integrity and Reporting:
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Maintain accurate and up-to-date records of all sales activities and contracts in IFS.
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Generate regular reports on sales pipeline status, contract execution, and other key metrics.
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Identify and resolve any data discrepancies or issues.
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Process Improvement:
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Continuously evaluate and improve the opportunity to contract process to enhance efficiency and effectiveness.
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Implement best practices and provide training to sales team members on IFS usage and processes.
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Stay updated on IFS features and functionalities to leverage new tools and capabilities.
About You
Education: 4-year college degree (preferred majors: Business, Marketing, Communication, or other liberal arts).
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Experience: 5+ years in sales or account management in a direct sales environment, with at least 2 years in a leadership role.
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Knowledge: Strong knowledge of SAP, SFDC, Excel, MS Office; Comprehensive knowledge of Thomson Reuters products/processes a plus.
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Skills:
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Proven leadership and team management skills.
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Excellent problem-solving and analytical skills.
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Strong organizational and prioritization skills.
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Ability to work independently and in a team.
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Strong communication skills; service-oriented.
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Ability to troubleshoot and make decisions based on business objectives.
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Confident, customer-oriented phone presence.
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Proven ability to manage multiple projects to completion.
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What's in it For You?
You will join our inclusive culture of world-class talent, where we are committed to your personal and professional growth through:
Hybrid Work Model: We’ve adopted a flexible hybrid working environment (2-3 days a week in the office depending on the role) for our office-based roles while delivering a seamless experience that is digitally and physically connected
Wellbeing: Comprehensive benefit plans; flexible and supportive benefits for work-life balance: flexible vacation, two company-wide Mental Health Days Off; work from another location for up to a total of 8 weeks in a year, 4 of those weeks can be out of the country and the remaining in the country, Headspace app subscription; retirement, savings, tuition reimbursement, and employee incentive programs; resources for mental, physical, and financial wellbeing.
Culture: Globally recognized and award-winning reputation for equality, diversity and inclusion, flexibility, work-life balance, and more.
Learning & Development: LinkedIn Learning access; internal Talent Marketplace with opportunities to work on projects cross-company; Ten Thousand Coffees Thomson Reuters café networking.
Social Impact: Ten employee-driven Business Resource Groups; two paid volunteer days annually; Environmental, Social and Governance (ESG) initiatives for local and global impact.
Purpose Driven Work: We have a superpower that we’ve never talked about with as much pride as we should – we are one of the only companies on the planet that helps its customers pursue justice, truth and transparency. Together, with the professionals and institutions we serve, we help uphold the rule of law, turn the wheels of commerce, catch bad actors, report the facts, and provide trusted, unbiased information to people all over the world.
Do you want to be part of a team helping re-invent the way knowledge professionals work? How about a team that works every day to create a more transparent, just and inclusive future? At Thomson Reuters, we’ve been doing just that for almost 160 years. Our industry-leading products and services include highly specialized information-enabled software and tools for legal, tax, accounting and compliance professionals combined with the world’s most global news services – Reuters. We help these professionals do their jobs better, creating more time for them to focus on the things that matter most: advising, advocating, negotiating, governing and informing.
We are powered by the talents of 26,000 employees across more than 70 countries, where everyone has a chance to contribute and grow professionally in flexible work environments that celebrate diversity and inclusion. At a time when objectivity, accuracy, fairness and transparency are under attack, we consider it our duty to pursue them. Sound exciting? Join us and help shape the industries that move society forward.
Accessibility
As a global business, we rely on diversity of culture and thought to deliver on our goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. Thomson Reuters is proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace.
We also make reasonable accommodations for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law.
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