Key Duties and Responsibilities

• Engaging with sales representatives to prepare, review, and expedite sales orders and related workflow processes.
• Researching account data, order history, and special pricing to support quote proposal generation.
• Preparing contracts in accordance with internal policies and legal requirements.
• Acting as the primary contact for customers regarding order status, account issues, and license configurations.
• Coordinating with stakeholders—Account Managers, Legal, Finance, Business Operations—to ensure timely order processing and revenue submission.
• Performing post-order procedures such as revenue reconciliation and order splits.
• Regularly meeting with account managers to review opportunities and proactively facilitate smooth deal closures.
• Collaborating with technical staff to resolve portal access and license installation issues.
• Supporting and instructing Channel Partners on order processes.
• Training team members and sales staff on sales policies and procedures.
• Analyzing paperwork for compliance and accuracy, administering revenue splits, and verifying order completeness.