Executive, Sales Operations

Role Overview

Support Global Sales teams with location of existing terms, invoices etc. Opportunity Management – Monitor Salesforce stages and ensure that for the life cycle of the opportunity remains updated.

What You Will Do

Ensure successful completion of the Deal Intake Form and any supplementary documents, Contract Processing – Reconcile all final contracts with data inputted into Salesforce and work with Global Sales Teams to make any corrections, Contract Signing and dissemination to clients – Utilize the DocuSign tool to complete signatory, return signed agreements to clients and provide Welcome Form/Client Self-Service logins/

Why It Might Be a Fit

Provide refresher training to Global Sales Team on Sales Completion Process as and when required, Management Reporting – Reporting to the Middle Office Senior Manager on key role activities, Act as verifications for regional Sales Pipelines and Sales Numbers

Requirements

• Bachelor’s degree or equivalent experience in Management, Sales or Analytics.
• 1-2 years of relevant business experience, preferably in Sales, or Sales Operations.
• Experience in using Salesforce.com CRM system.
• Ability to work well within a team and communicate effectively to share their findings with others.
• Understanding of the importance of Data and data quality.
• Strong analytical skills utilizing Microsoft packages to gain insights to provide strategic recommendations.

Benefits

• healthcare
• retirement planning
• paid volunteering days
• wellbeing initiatives