About the position
Aligned to several Americas regions and territories, the Sales Operations Specialist will support the forecasting process and advise the sales force in commercial sales transactions. The role involves attending regional forecast calls and performing pipeline analysis to ensure forecast accuracy. The specialist will analyze and review current customer licensing, products, and usage to identify new revenue opportunities, suggest creative pricing and payment solutions balancing customer needs and pricing policies, review Quotes and Order Forms for accuracy and completeness, ensure all Orders are approved within pricing and discount policies, interface with Deals Desk, Finance, and Legal as needed (i.e., revenue recognition), and support the sales organization’s requirement for Customer licensing compliance.
Responsibilities
- Attend regional forecast calls and perform pipeline analysis to ensure forecast accuracy.
- Analyze and review current customer licensing, products, and usage to identify new revenue opportunities.
- Suggest creative pricing and payment solutions balancing customer needs and pricing policies.
- Review Quotes and Order Forms for accuracy and completeness.
- Ensure all Orders are approved within pricing and discount policies.
- Interface with Deals Desk, Finance, and Legal as needed (i.e., revenue recognition).
- Interface with Order Management to ensure accuracy of booked sales opportunities in the ServiceNow sales automation tool.
- Support sales organization’s requirement for Customer licensing compliance.
Requirements
- Experience in leveraging or critically thinking about how to integrate AI into work processes, decision-making, or problem-solving.
- 2-4 years of proven experience in Sales Operations in a software sales organization.
- Organized, with excellent attention to detail and the ability to work in a fast-paced environment.
- Proficient in PPT, Word, and Excel.
- Experience with a CRM system.
- Has been in a role supporting Sales Reps and Sales Territories.
- Strong listening, analytic, and organizational skills.
- Ability to prioritize to meet business needs.
- Effective communicator, both written and verbal.
- Team player with a positive attitude ready to work in a fast-paced environment.
- Results driven.
Benefits
- Base pay of $78,200 - $121,300.
- Equity (when applicable).
- Variable/incentive compensation.
- Health plans, including flexible spending accounts.
- 401(k) Plan with company match.
- Employee Stock Purchase Plan (ESPP).
- Matching donations.
- Flexible time away plan.
- Family leave programs.
