Job Description
We are actively seeking a Sales Operations Analyst to -
- Coordinate the flow of information across multiple groups, such as Sales, Professional Services, Legal, Revenue Accounting, Operations, etc. to facilitate the deal process.
- Ensure that the execution of the deal review and approval process follows company policies and guidelines.
- Act as principal point of contact between sales, customers, and legal for providing guidance related to the company’s commercial contracting requirements and processes, including communicating standard responses and gathering further information, as required
- Validate and accurately approve customer quotes via various channels, including email, sales quotations and online portals through order management systems.
- Monitor status of deal review to ensure timely acceptance. Proactively communicate with sales representatives regarding delays or issues that may arise during deal review.
- Successfully advise and educate sales teams and other internal stakeholders on business policies and processes and provide ongoing guidance and coordination throughout contract lifecycle
- Work with the Enterprise Data team to adhere to data quality policies, such as consolidating duplicate accounts, updating customer information and taxable status.
- Maintain accurate and up-to-date documentation to keep track of changes/updates to orders with relevant approvals per policy.
- Lead or participate in projects to improve internal processes and build for scale
- Takes on special projects, additional tasks and responsibilities as needed, which includes covering for team members’ absence.
Qualifications
Minimum qualifications
- 5+ years of deal desk, contract review and/or order to cash experience
- Bachelor’s degree in finance, accounting or related field
- High proficiency in computer software programs (Excel and Word)
- Knowledge of generally accepted accounting and bookkeeping principles and procedures
- Proven ability to work efficiently with minimal supervision.
Preferred qualifications
- Salesforce CPQ experience strongly preferred
- Software/SaaS billing experience preferred
- Multi-lingual always a plus
Additional Information
All your information will be kept confidential according to EEO guidelines.
*insightsoftware cannot provide sponsorship*
** At this time insightsoftware is not able to offer sponsorship to candidates who are not eligible to work in the country where the position is located. **insightsoftware About Us: Hear From Our Team - InsightSoftware (wistia.com)Background checks are required for employment with insightsoftware, where permitted by country, state/province.At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law.
We are proud to be an equal opportunity workplace.
