Sales Operation Specialist

About the role

This is a Digital Identity Strategic Sales Operations Specialist position

About the team :

The Strategic DI Sales Team specializes in driving sales growth through targeted data integration and digital solutions.

With a unique understanding of market dynamics, this team delivers solutions that meet the needs of clients today and grow to tackle the obstacles of the future.

It is a close-knit and extremely successful team that thrives on collaboration and innovation.

You will be responsible for :

Supporting organizational growth through ensuring completeness, accuracy and timeliness of contract creation and processing.

Ensuring that contractual terms and provisions follow processes, guidelines, and policies.

Escalating to the appropriate decision maker when significant legal or financial risk is identified.

Assisting internal stakeholders as needed with training, including providing guidance on how to set up opportunities and submit requests within Salesforce.

Performing daily monitoring of Salesforce dashboards to validate and process all closed opportunities.

Working closely with Finance, Sales Operations and Billing to provide, in a timely manner, updates regarding sales orders.

Updating and maintaining process-related reference documents.

Daily interactions with Strategic Sales Team and internal partners.

Understanding policies and procedures thoroughly.

Responding and helping produce reports, analysis, and proposals simultaneously in a fast pace and hectic environment where high volume sales are at stake.

Completing regular, scheduled reporting as required by sales leaders and their teams (monthly / quarterly / annual.)

Tracking renewal and POS goals, ensuring all data is updated and accurate in Salesforce

Managing projects of various types and sizes.

Setting up and maintaining sales operations processes and policies.

Specific Tasks :

Performing Financial reporting : 90 Day Funnel Report, ad hoc reporting, forecast coordination, funnel hygiene, sales report, household report, monthly financial review deck, monthly revenue report, needle mover report, T&E report, VC audit.

Coordinating deals : deal review, contract review, billing reporting, auditing, analytics, billing errors, credit resolution.

Perfroming customer-related reporting : account assignments, audits, coordination of transfers, report requests, Salesforce questions, usage reporting.

Coordinating meetings : ad hoc meeting setup, monthly financial review, quarterly townhall review, executive rotations.

Providing presentation suppor t : monthly financial review presentation, quarterly townhall presentation, account business reviews.

Other : attend leadership and team meetings, manage calendars, CER, employee spirit requests, expenses, logistics, maintain email distribution lists, maintain employee roster, monthly birthday list, new hire / travel / interview assistance, onboarding new hires, order supplies and promo items, team travel / PTO updates, quarterly nominations, special projects, team management, travel arrangements, WinWire’s and other strategic wide emails.

Performing all other duties as assigned.

Qualifications :

Have BS / BA or equivalent.

Have proven technology sales experience.

Have experience using Salesforce or similar.

Have strong oral and written communication skills as well as presentation skills.

Have strong organizational and forecasting skills.

Have demonstrated outstanding networking capabilities and exhibit a professional demeanor, business maturity, and technical (PC and applications) knowledge.

Have proficiency with Microsoft Software Outlook, Word, Excel, PowerPoint