Sales Operations Specialist

NWN Carousel•Exeter, CA

13d•Remote

About The Position

The Sales Operations Specialist role is responsible for assisting with sales orders. This role involves working with Sales to manage opportunities in SalesForce for accurate forecasting, supporting a primary territory (with potential for broader US support), and ensuring the timely and accurate compilation of required documents for order initiation. The specialist will also be responsible for using OEM/Vendor/Disti tools for quote/deal registrations and cost verification, assisting Sales with uploading Vendor SKUs/pricing into SalesForce for quoting, and maintaining a working understanding of the Order Process. Frequent interaction with sales, presales, finance, and service delivery teams is expected.

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.
Demonstrated comfort with adopting emerging AI tools and technologies to optimize processes, improve collaboration, and drive operational effectiveness.

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 commission (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

Assisting with sales orders.
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.