Sales Operations Specialist

NWN Carousel•Exeter, CA

21d•Hybrid

About The Position

The Sales Operations Specialist role is responsible for assisting with sales orders and supporting Pacific Time hours. This role will support a primary territory but may also be asked to support another area anywhere in the US. The specialist will work with Sales to help with Opportunity management in SalesForce to keep info updated for forecasting requirements that roll up to executive management on a weekly basis. They will review weekly SalesForce reports to ensure supported territory deals are updated and assist Sales/Pre-sales in supporting the use of SalesForce reports. The role involves actively working with Sales Support – Business Operations, to ensure all required documents are compiled for order initiation. Responsibilities include working in OEM/Vendor/Disti tools/systems to complete registrations for quotes/deals to verify costs, and assisting Sales in uploading Vendor SKU’s/pricing into SalesForce for quoting. Frequent interaction with sales, presales, finance, and service delivery is expected. A working understanding of the Order Process is required, ensuring quotes are built with all content captured and orders are submitted in a timely manner. Other responsibilities may be assigned.

Requirements

4 – 10 years’ experience in the IT industry
Possesses a Sales DNA and understands how to positively impact Sales Velocity.
Skills working with SalesForce, with Sales/Pre-sales in forecasting/quoting position.
Knowledge of vendor partner programs and processes.
NetSuite, Salesforce, Excel, Word, Outlook and PowerPoint experience.
Thorough knowledge of the NWN Opportunity to Cash process or ability to quickly learn.
Excellent communication skills.
Excellent problem solving/dispute resolution skills required.

Nice To Haves

Product and recurring bookings experience is preferred or proven knowledge in other positions.
OEM relationship experience (Preferred).
Knowledge of sales cycles and commissions (Preferred).
Knowledge of how Account Executives are motivated and comfortable working with Account Executives (Preferred).
Project management skills (Preferred)
Time and priority management skills (Preferred)

Responsibilities

Assist with sales orders.
Support Pacific Time hours.
Work with Sales to help with Opportunity management in SalesForce to keep info updated for forecasting requirements that roll up to executive management on a weekly basis.
Support of a “primary territory”, but may also be asked to support another area anywhere in the US.
Review weekly the SalesForce reports to ensure supported territory deals are updated.
Assist Sales/Pre-sales in supporting the use of SalesForce reports.
Actively work with Sales Support – Business Operations, to ensure all of the required documents are compiled so that the order process may be initiated.
Responsible for working in OEM/Vendor/Disti tools/systems to complete the registrations for quotes/deals to verify costs.
Assist Sales in getting the Vendor SKU’s/pricing uploaded into SalesForce to help complete quoting.
Frequent interaction with sales, presales, finance and service delivery.
Working understanding of the Order Process, ensuring when quotes are build all content is captures and orders are submitted in a timely manner.
Other responsibilities as assigned.