Sales Operations Specialist Resume Samples

Description :

1. Providing new business sales support for functions related to new business/pre-sales activity for medical, life dental and public sector.
2. Quoting large new business commercial, public sector, (medical, dental, vision, life 100+), grx for non-experience groups.
3. Quoting small to large conversion for existing groups, processing paperwork and updating atlas.
4. Submitting group to underwriting upon receipt of all required information.
5. Analyzing case information and performs initial field underwriting on certain size cases as appropriate.
6. Requesting groups to be terminated through commissions and sending term report. Terming group in Atlas.
7. Submitting group to case installation upon receipt of underwriting approval.
8. Answering the case-specific questions from brokers/clients concerning existing groups.
9. Updating sales tracking systems with case information during the presale process as defined.

Experience

10+ Years

Level

Consultant

Education

Associates

Description :

1. Managing new customer onboarding documentation and pricing agreements for all regional medical customer.
2. Handling international (Germany) supplier documentation (i.e. Device trackers, complaints and monthly reports) while adhering to company beliefs, standards, policies, procedures and all safety and quality requirements.
3. Designing process improvement methods for ongoing growth of sales operations team.
4. Creating and maintaining process instructional manuals for sales ops and pre-authorization.
5. Participating in team meetings for international launch of new product and process improvement programs.
6. Assisting with the implementation of new SW tools (CRM/NAV) for system cut-over.
7. Helping implement Sharepoint tool and create a file structure for the sales ops team.
8. Document management-maintain and update sales ops shared drive files and forms.
9. Providing front line support and system support facilitation to field sales team regarding sales infrastructure.
10. Coordinating with the warehouse regarding the distribution of inventory to the field sales team to maintain appropriate.

Experience

2-5 Years

Level

Junior

Education

BS

Description :

1. Managing the data that lives in salesforce: account creation, assignment, user visibility, data hygiene, to pipeline and forecasting.
2. Providing support for sales and all cross-functional teams - CRM usage, ad hoc report requests.
3. Executing mass data updates in Salesforce for sales and all cross-functional teams.
4. Performing weekly closed won opportunity audits to ensure CRM and ERP are aligned.
5. Owning the monthly sales operations stats workbook highlighting teams contribution to sales.
6. Developing and streamlining the processes to maintain data hygiene within salesforce. Com.
7. Leading salesforce.com training calls for domestic, international sales teams and new hires.
8. Documenting sales, reporting processes, and system faqs to drive increased salesforce adoption.
9. Tracking the company-wide KPIs - new customers, lost customers, and customer activity.
10. Developing methods to streamline and improve reporting efforts cited above collaborate with commissions team to ensure sales reps are comped accurately.

Experience

7-10 Years

Level

Senior

Education

BS

Description :

1. Drafting and negotiating the domestic and international software royalty agreements, including professional services agreements, consultant agreements, vendor agreements, customer service agreements, and revenue-share agreements.
2. Guiding deal structure and managing deal processes, while balancing risk and opportunity.
3. Working collaboratively with accounting/finance, legal, sales, engineering and other stakeholders as appropriate to produce agreements that meet the full range of corporate policy.
4. Assisting the Account Managers with accurate forecasting and quarterly revenue expectations.
5. Tracking and reporting the quarterly pipeline activity and forecast upside to CFO and VP of sales.
6. Training all users on new CRM through in-person training, webinars, and conference calls.
7. Receiving exceeds performance review for CRM implementation/upgrade project.
8. Improving customer experience project: responsible for improving the end user experience when accessing and navigating.

Experience

7-10 Years

Level

Senior

Education

BS

Description :

1. Responsible for providing support and administrative coordination for the sales/renewal process for sales teams, including sales management.
2. Assisting in preparation and distribution for client legal agreements, attachments, proposals, purchase orders and business correspondence as required.
3. Processing signed and executing the renewal contracts in the sales force automation system and liaising with sales operations.
4. Preparing client usage statistics for sales team prior to renewal conversations.
5. Demonstrating the ability to support incoming sales calls when sales team members are away from the office.
6. Processing the product or service cancellations. Creating the cancellation forms and routing to the appropriate internal product group or accounting for processing.
7. Maintaining and meeting all contracts requested by the account manager on behalf of the client.
8. Responsible for researching and resolution of product delivery and invoicing challenges in behalf of the Customer/Account Manager. 

Experience

7-10 Years

Level

Senior

Education

BA

Description :

1. Assisted in pricing, quotes, and order processing for Simplivity regional sales managers.
2. Managed the partner onboarding - work with channel sales team and legal from point of partner
3. Worked with legal on contract review and contract management in salesforce.com and legal suite.
4. Granted partner portal access to partner users - trained/troubleshoot partners who access the partner.
5. Daily supported the channel partners through partner inbox and sales operations support ticket.
6. Defined and documented the processes for partner portal access and partner onboarding deal.
7. Managed deal registration process for simplivity - conflict check and approve all deal registrations.
8. Set up new accounts and contacts in salesforce.com through the deal registration process.
9. Trained and supported the sales team in the deal registration process for the company.
10. Supported the partner community and regional sales managers in the deal registration process.
11. Reported deal registration metrics and compliance to upper management on a weekly basis.

Experience

7-10 Years

Level

Senior

Education

BA

Description :

1. Managing the projects, creating and refining processes, and serving as a line of communication between our outside sales team, and the corporate headquarters. 
2. Providing updated sales numbers to each Regional Vice President of sales, allowing them to see progress toward their month, quarter, and annual goals.
3. Gathering forecasting and committing numbers from the sales team at the beginning of each month. Compiling these numbers and report them to the executive team along with a metric that compares their actual sales to their forecast.
4. Overhauled $2m royalty program, reducing errors and de-bookings by 80%.
5. Developed simple and user-friendly templates that reduced manual credit errors by 50%.
6. Working with end users to provide best practices and tips on systems/tool usage including training, documentation, and support.
7. Supporting the integration of new products and services, regulatory requirements, tools, technologies, and markets into existing operations.
8. Working with finance, legal and logistics departments to ensure customer pos comply with customer contracts, international law and us revenue standards.

Experience

7-10 Years

Level

Management

Education

MBA

Description :

1. Assisting field reps and inside sales with product and process questions and quote preparation.
2. Responsible for managing and processing Polaris, VTLs, server migrations, and new contract orders.
3. Processing sales orders through to accounting and implementation/services teams.
4. In-depth knowledge of all sales programs and be able to enforce guidelines or seek approval from an appropriate authority on special requests.
5. Responsible for understanding the order flow process (for standard and custom orders) to identify problem areas and resolve or advise.
6. Working closely with the Purchasing Manager to process, issue purchase order and set up 3rd party orders.
7. Obtaining a quote from 3rd party vendor (dell) for customer hardware quoting.
8. The first line of contact for all hardware inquiries sent to Hwconfig for sizing a server and other hardware inquires.
9. Coordinating with other departments to ensure proper guidance and pricing are current.
10. Assisting the sales and other departments, such as legal with order issues and solving problems that prevent orders from being booked and fulfilled.

Experience

10+ Years

Level

Management

Education

Associates

Description :

1. Responsible for processing all customer purchase orders sent via ERP and email, ensuring that all orders are entered timely and accurately.
2. Daily communication with two 3PLs to ensure that all customer orders are shipped on time and in full.
3. Inventory level tracking to ensure that all orders received by customers will ship in full to avoid any short ships.
4. Communication with multiple carriers to keep good relationships and to get the best shipping rates available.
5. Daily coordination with carriers to ensure that delivery appointments are made. Ensure that all shipments are delivered to customers per their delivery date and time requirements.
6. Providing top-notch customer service and keep good lines of communication open with all customers.
7. Ensuring all samples for potential buyers are shipped timely, accurately, and safely.

Experience

5-7 Years

Level

Executive

Education

BS

Description :

1. Collaborating with domestic and international offices to align marketing materials and business proposals to convey the brand's message.
2. Devising specific strategic plans using sales tools that specifically help customers and improve the relationships that are correlated with good service.
3. Managing proposal efforts within corporate headquarters to assist remote sales offices.
4. Working closely with the regional sales teams and subject matter experts to help create and build account development and capture plans for multi-million dollar opportunities.
5. Assisting in marginal sales profits as it relates to commitment, cost control, and cost reduction by identifying strategic areas of improvements through working with the associated functional groups.
6. Responsible for training new sales managers and marketing specialist on corporate sales marketing operations procedures and processes.
7. Analyzing and quantifying data to strategically prepare specific marketing and sales plans.
8. Traveling internationally to provide training and support on sale processes, along with presenting marketing product information.

Experience

10+ Years

Level

Management

Education

BA