Sales Support Representative

hace 2 semanas

Barcelona, Barcelona, España Kofax A tiempo completo

Sales Support Representatives enable Sales AE's to focus maximum time on selling by supporting on admin tasks and being the primary link to all other back-office functions to help ensure orders as processed compliantly but as efficiently as possible.


Key Responsibilities:

Supports Account Executive (AE) and Customer with all customer-impacting questions and requests:

PROVIDE PRIMARY POINT OF CONTACT & HANDLE INQUIRIES
AND REQUESTS

  • Redirect requests/issues to appropriate functions
  • Ownership of issues through to resolution
  • Refer to "Common Requests" for examples
  • Provide information on our solutions and services
  • Answer product questions
  • Uncover new opportunities
  • Transition potential opportunities to Sales

COMMUNICATE WITH FIELD REP

  • Interact with Sales AE to ensure PS request to provide SOW
  • Interact with Sales AE to ensure Education for custom proposals
  • Provide customer or partner data
  • Share contacts and historical knowledge

PROACTIVE REVIEW OF OPPORTUNITIES

  • Proactive review of opportunities in Deal Desk Dashboard running through checklist
  • Check for existing terms on each transaction or issue correct Contract template for new customers
  • Track all assigned deals through to closure
  • Flag all items that need approvals and ensure approvals are sought for all items
  • Verify credit limits through Accounts Receivable and support resolution of overdue invoices
  • Engage Deal Managers and/or Legal to handle complex agreements and negotiations
  • Ensure revenue recognition compliance with Rev Rec rules

GENERATE QUOTES

  • Generate quotes for softwareonly transactions with BOM's following Licensing rules
  • Check proactively with OF team for complex BOM's or large/strategic deals to ensure no mistakes

CREATE ORDER PACKAGES FOR WON ORDERS

  • Compile all documentation in an order package
  • Create and submit an order package to OF team
  • Ensure PO is reviewed and correct as soon as received
  • Verify timely shipping of software/licenses before deadlines for Rev Rec
  • Ensure CRM Oppty data is updated to reflect final booked deal
  • Monitor software and hardware shipments
  • Provide updates to Sales Operations leaders
  • Archive all contract paperwork

ENSURE EFFECTIVE TEAMWORK

  • Support rest of team where help is needed (bandwidth or product expertise)
  • Own projects to help improve processes and systems to make team more effective & efficient

Required Skills:

  • Understanding of SOX rules and regulations
  • Fluent language skills in English & local language as a minimum
  • Will require an understanding of the business context and rationale for our products and services as well as the business of our resellers.
  • Needs to be customerservice oriented and understand the value of accuracy and reliability.
  • Needs to work with confidence within a team environment to ensure that overall team targets are achieved.
  • Key attributes of the job are friendly and efficient manner and empathy with the customer's requirements such as the need for accuracy, reliability and goodattitude.
Required Experience

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