Process Associate

6 days ago

Bengaluru, India Siemens Full time

**Job Title - Process Associate - Opportunity to Cash**

We provide transactional and digital Opportunity-to-Cash services from lead generation to the collection of incoming payments. We support Siemens businesses in driving top-line growth, profitability, cash conversion and customer intimacy. We are increasing efficiency across different businesses through process reengineering, simplification, digital services and Opportunity-to-Cash integration. We act as one global team, jointly delivering maximum value to our customers as their trusted Partner of Choice by driving E2E processes and digital transformation in an entrepreneurial way.

**Change the future with us**
- Responsible for new customer account set up and modifications.
- Works individually within our Customer Relationship Management (CRM) System (Salesforce) to maintain customer and project information.
- Serve as a champion for our CRM System.
- Manages our customer survey process.
- As needed, coordinates with other division departments to resolve issues with customers and retain high satisfaction levels.
- Provide ad-hoc training/coaching, support and guidance to sales representatives and sales support team when necessary.

**Opportunity Management**:

- Review bid solicitation requests from customers and screen them to help determine if they are worth pursuing.
- Create new opportunities in Salesforce CRM.
- Collects / organizes and downloads bidding documents (plans, specifications, ongoing addenda when published) for sales.
- Manage opportunities in Salesforce CRM through the sales stages.

**Bid Preparation**:

- Assists sales executives with bid documentation and qualifications by completing and reviewing necessary bid forms.
- Assists throughout the entire project risk review process (completing all necessary internal forms/presentations & online Siemens tools).
- If necessary, responsible for working with customer to obtain US Government Federal Acquisition Regulations (FAR) clauses for legal review.
- If necessary, request documents to support a bid submission (e.g. Bid Bonds, Safety Policy, Resumes, Insurance Certificates, etc.).
- Coordinate and schedule project review/approval meetings.
- Submission of Opportunities for Booking.
- Prepare and submit project bookings.
- Address questions from the Booking Coordinator as necessary.
- Responsible to perform all duties in support of both US and Canada Mentors, trains, and helps direct activities of the Sales Support Team.

**We don’t need superheroes, just super minds -**
- Higher Secondary School Certificate required
- 3+ years of experience supporting a sales team preferably in construction or engineering
- Prefer knowledge of building construction process and terms
- Prefer proficiency with Customer Relationship Management Software (Salesforce preferred), SAP and Microsoft Office (Outlook, Word, Excel and PowerPoint)
- Excellent organizational and verbal and written communication skills.

**We’ve got quite a lot to offer. How about you?**

**Organization**: Global Business Services

**Company**: Siemens Technology and Services Private Limited

**Experience Level**: Experienced Professional

**Full / Part time**: Full-time

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