Sales Operations Executive 1

About the role

Sales Operations plays a crucial support role, ensuring compliance with internal requirements during the initiation of the contractual billing process for the sales team. The Sales Operations team possesses a deep understanding of the tools used in sales and invoicing processes. They provide support and troubleshooting assistance to the sales community and other support functions, ensuring key processes are executed in a timely manner

Key responsibilities

• Compliance review and opportunity close winning
• Creation and submission of Invoice Request Forms and Credit Note requests
• Monitoring successful dispatch of invoices and credit notes to clients
• Completion and archiving of supplier registration forms required by our Clients
• Completion of invoice portal registrations
• Support to Client Services on membership card orders
• Support to Certificates of Assistance creation, when self-service portal doesn’t support the use case
• Support to sales team on opportunity setup in SFDC
• If and where appliable support to sales team on Certificate of Subscription creation
• Maintaining data accuracy of Contractual and Transactional Billing Addresses in SFDC
• SFDC PowerUser
• Provide feedback on existing sales operations processes to Sales Operations Team Lead and/or the 

Job Profile

• Computer literate (MS Word, Excel, PowerPoint, Visio and CRM applications and specifically SFDC)
• Action Oriented – Is action oriented and full of energy for the things that he/she sees as challenging.
• Planning – Accurately scopes out the length and difficulty of tasks and projects.
• Cultural sensitivity and awareness – Ability to work in a multi-lingual, multi-cultural environment where collaboration is the norm.
• Good communication and interpersonal skills

Required Experience

• Experience in an operationally / commercially focused analytical and/or Customer Services role.
• Exposure to working in a cross-border engagement sales environment including previous working