Key Duties and Responsibilities

• Sales Cycle and Related Workflow Responsibilities
  • Engage with sales reps to prepare, review, process and expedite sales orders and related workflow and services.
  • Research and understand account data, order history, discounting and/or special pricing situations to help with quote proposal generation.
  • Preparation of contracts following internal policies and legal procedures.
  • Act as the primary contact for customers on order-related questions such as order status, account issues, license configuration etc.
  • Involve stakeholders (Account Managers, Legal, Finance, Business Operations etc.) to ensure timely submission and processing of revenue.
  • Perform post-order procedures, such as revenue reconciliation and order split, etc.
  • Meet regularly with account managers to review opportunities, take proactive actions for smooth closing of deals.
  • Coordinate with technical staff to resolve Customer Portal access problems & license installation issues
  • Instruct and support Channel Partners on order process.
  • Train team members and sales team on sales policies and processes.
  • Analyze all outgoing and incoming paperwork such as purchase orders and license contracts for compliance and accuracy, determine and administer revenue and support splits, ensure all internal approvals are secured. Verifies order entry for completeness.

• Account Data Administration and reporting
  • Registration and update of account and contact data.
  • Administers renewal opportunities within the CRM, including revenue reconciliation activities for accurate forecast and planning.
  • Ensure data accuracy in internal reporting and tracking sheets.

• Continuous Improvement
  • Support opportunities for improvement in process and automation and propose solutions for more efficiency.
  • Plan and execute mid-term projects, involving several stakeholders.
  • Work with the global team on implementing new processes and systems, through giving feedback on local exceptions and supporting on testing.