Sales Operation Specialist

Relx - Oklahoma City, OK

Full-time

Oklahoma City, OK

Management of Companies and Enterprises

About the position

The Sales Operation Specialist role at LexisNexis Risk Solutions focuses on supporting the Strategic Digital Identity Sales Team by ensuring the accuracy and timeliness of contract processing, managing sales operations processes, and providing analytical support. This position is integral to driving sales growth and operational efficiency within the organization, requiring collaboration with various internal stakeholders and a strong understanding of Salesforce and financial reporting.

Responsibilities

• Supporting organizational growth through ensuring completeness, accuracy and timeliness of contract creation and processing.
• Ensuring that contractual terms and provisions follow processes, guidelines, and policies.
• Escalating to the appropriate decision maker when significant legal or financial risk is identified.
• Assisting internal stakeholders as needed with training, including providing guidance on how to set up opportunities and submit requests within Salesforce.
• Performing daily monitoring of Salesforce dashboards to validate and process all closed opportunities.
• Working closely with Finance, Sales Operations and Billing to provide timely updates regarding sales orders.
• Updating and maintaining process-related reference documents.
• Daily interactions with Strategic Sales Team and internal partners.
• Understanding policies and procedures thoroughly.
• Responding and helping produce reports, analysis, and proposals simultaneously in a fast-paced environment.
• Completing regular, scheduled reporting as required by sales leaders and their teams.
• Tracking renewal and POS goals, ensuring all data is updated and accurate in Salesforce.
• Managing projects of various types and sizes.
• Setting up and maintaining sales operations processes and policies.
• Performing Financial reporting: 90 Day Funnel Report, ad hoc reporting, forecast coordination, funnel hygiene, sales report, household report, monthly financial review deck, monthly revenue report, needle mover report, T&E report, VC audit.
• Coordinating deals: deal review, contract review, billing reporting, auditing, analytics, billing errors, credit resolution.
• Performing customer-related reporting: account assignments, audits, coordination of transfers, report requests, Salesforce questions, usage reporting.
• Coordinating meetings: ad hoc meeting setup, monthly financial review, quarterly townhall review, executive rotations.
• Providing presentation support: monthly financial review presentation, quarterly townhall presentation, account business reviews.
• Attending leadership and team meetings, managing calendars, CER, employee spirit requests, expenses, logistics, maintaining email distribution lists, maintaining employee roster, monthly birthday list, new hire/travel/interview assistance, onboarding new hires, ordering supplies and promo items, team travel/PTO updates, quarterly nominations, special projects, team management, travel arrangements, WinWire's and other strategic wide emails.
• Performing all other duties as assigned.

Requirements

• Have BS/BA or equivalent.
• Have proven technology sales experience.
• Have experience using Salesforce or similar.
• Have strong oral and written communication skills as well as presentation skills.
• Have strong organizational and forecasting skills.
• Have demonstrated outstanding networking capabilities and exhibit a professional demeanor, business maturity, and technical (PC and applications) knowledge.
• Have proficiency with Microsoft Software - Outlook, Word, Excel, PowerPoint.