Sales Operations Specialist 2
Core
Supports the Opportunity to Order function by creating, revising, and tracking quotes and orders, managing dashboards, and handling contract documentation for a global software company.
Role type
Sales Operations Specialist
Builds
Quote and order packets, contract documents, and sales forecasts for the US and Canada markets.
Domain
Industrial software / Computer Aided Design (CAD)
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Opportunity to Order (O2O) process knowledge, quote creation, order packet validation, sales forecasting, pipeline monitoring, contract document management, Microsoft Office proficiency
Preferred skills
Salesforce.com experience, Business Objects database familiarity, understanding of customer discounting and product rights
Technologies
Salesforce.com, Microsoft Office, Business Objects, Icertis, Avalera CertCapture, DAMEX
Responsibilities
Create, revise, and submit quotes and orders; monitor dashboards for RFQs; provide contract documentation via Icertis; manage pipeline for payer numbers and credit requests; support sales forecasting and tracking
Seniority
Mid-level, individual contributor
