
Sales Operations Associate
3 days ago
Job Summary
(Primary purpose & general description of the role)
:
The Associate Sales Support Specialist supports outside sales professionals to maximize revenue with existing clients and target prospects through both pre-close and post-sales activities. This role allows outside sales professionals to maximize selling time and revenue generation.
Principle Duties & Responsibilities
:
- Assist the broader Sales Excellence team and outside sales professionals
- Perform conflicts checks
- Assist sales with submitting quotes within internal system
- Coordinate assignments for project managers
- Liaise with the forensics team and submit tickets within internal system
- Prepare litigation profiles for sales
- Assist with billing inquiries/issues
- Prepare and submit simple cost estimates for clients
- Manage contracting process including document creation from templates, submitting contracting requests, coordinating with internal and external stakeholders, and contract negotiation support
- Create and ensure proper setup of new projects within internal systems
- Coordinate with sales, project management, collections, operations, and billing teams to ensure seamless delivery of services
- Proactively identify opportunities to take on tasks that free the outside sales professionals to interact more with clients and prospects
- Perform other related duties as assigned
Qualifications / Work Experience /Skills
- Graduate
- Knows end-to-end Salesforce
- Strong written and verbal communications skills to clearly and succinctly address client needs
- Strong organizational skills
- Strong attention to detail including the ability to thoroughly quality check work product
- Ability to build trusted and lasting relationships with both external and internal customers and peers
- Familiarity with Microsoft Office tools (Outlook, PowerPoint, Word, Excel)
- Demonstrate a consistently high activity level and be extremely self-motivated
- Ability to work independently as well as with a team
- Demonstrate a commitment to exceptional customer service
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