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Sales Operations Specialist II
hace 2 meses
Job Summary:
The Sales & Order Operations Specialist II plays a critical role in managing the end-to-end process for renewal and new sales, ensuring seamless execution of company policies and procedures. This position requires strong teamwork and communication skills, with the ability to work with internal departments in a professional manner.
Key Responsibilities:- Project Management: Subject Matter Expert Designated Go-To on the team for a specific topic(s) for new and existing Sales & Order Operations staff.
- Apply sense of urgency, independence in problem-solving, knowing where to find information, who to involve, how to apply Sales policies, creation of complex quotations and order scenarios with minimal supervision.
- Strong teamwork and communication skills required. Ability to work with all internal departments in a professional manner.
- Prepare, review, process, and expedite sales orders and related workflow and services.
- Act as the primary contact for ANSYS customer needs; responding to questions on order status, account issues; license configuration etc. for all new and renewal software orders.
- Administer all renewal opportunities within the CRM; including revenue reconciliation activities; creating sales queries/reports to track opportunities, following up with customers and maintaining an accurate renewal forecast within the CRM.
- Support account administration activities including completion of supplier Corporate Data forms, prepare and distribute License and ASC changes, Name change form, Transfers and Assignments including securing required approvals and submit required paperwork to Business Operations.
- Provide support for reconciling actual revenues to forecast and plan as well as helping new Account Managers with training on the proper paperwork and protocol for sales order processing.
- Involvement in CRM Data maintenance and administration.
- Update existing CRM records with current information, which may include updating pricing and products for existing renewal opportunities, removing duplicate entries, account reassignments, logging notes, or other activities as directed.
- Associate degree in business or accounting (two-year program) or related field with a minimum of 3 years of experience in a sales operations, sales support, finance or legal support role, in a corporate setting. Bachelor's degree desirable.
- At least 1 year of sales order processing experience.
- Fluent in English.
- Extended hours required at end of quarter.
- Strong teamwork and customer service oriented.
- Highly motivated and results-driven; copes effectively with complexity and change.
- Excellent verbal and written communication and interpersonal skills; ability to build relationships.
- Demonstrates good judgment in problem-solving and issue escalation.
- Ability to handle confidential information.
- Working knowledge of CRM and knowledge of Quote to Cash scenarios including Quotation preparation.
- Must be organized and detail-oriented.
- Ability to multitask and prioritize in a fast-paced, deadline-driven environment.
- Working knowledge of presentation and spreadsheet software, such as Microsoft PowerPoint and Excel.
About Ansys:
Ansys is a world-leading provider of simulation and 3D design software for product design, engineering, and manufacturing. We empower innovators across industries to push boundaries, drive innovation, and create a better world. Our commitment to diversity, equity, and inclusion is at the core of our values, and we strive to create a workplace where everyone feels valued, respected, and empowered to succeed.
Why Join Ansys?
At Ansys, you'll have the opportunity to work with the sharpest minds and most visionary leaders across the globe. Our team is passionate about pushing the limits of world-class simulation technology, empowering our customers to turn their design concepts into successful, innovative products faster and at a lower cost. We offer a dynamic and inclusive work environment, with opportunities for growth, learning, and development. Join us and be part of a team that's changing the world
