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Sales Operations Associate
2 weeks 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
· Create and maintain accurate data within including accounts, opportunities, and contacts
· 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
Job Type: Full-time