Sales Operations Specialist II
hace 1 mes
Job Summary
The Sales & Order Operations Specialist II plays a vital role in managing the end-to-end process for renewal and new sales. This position requires strong teamwork and communication skills, with the ability to work with all 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.
- Sales Cycle and Related Workflow Responsibilities: Preparation of Quotation proposals, legal forms, and licensing requests. Reviews quotations for completeness and in accordance with GAAP, accuracy and adherence to company policy for new and renewal sales efforts.
- Partnering with an assigned group of Account managers, 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.
- Administers 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.
- Involve appropriate customers and internal groups (Account Managers, inside sales, Legal, Business Operations etc.) to assure timely submission and processing of revenue.
- Research and understand historical accounts, product order history, discounting and/or special pricing situations to help with quote proposal generation as needed.
- Performs audit of own work or that of others to ensure conformance with established procedures.
- Analyze outgoing and incoming paperwork such as purchase orders and license contracts for compliance and accuracy, determine and administer revenue and support splits if required, ensure all internal approvals are secured.
- Verifies order entry for completeness. Request and provide peer reviews to ensure accuracy.
- Meet regularly with account managers to review opportunities and plan for end of quarter activity; meet with direct Supervisor or Manager to review objectives.
- Coordinate with technical staff to resolve Customer Portal access problems & license installation issues.
- 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.
- Create temporary and evaluation license keys appropriate for distribution to prospects and customers.
- 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.
Requirements
- 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 judgement 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
At Ansys, we know that changing the world takes vision, skill, and each other. We fuel new ideas, build relationships, and help each other realize our greatest potential. We are ONE Ansys. We operate on three key components: the commitments to our stakeholders, the behaviors of how we work together, and the actions of how we deliver results.
Our Commitments
- Amaze with innovative products and solutions.
- Make our customers incredibly successful.
- Act with integrity.
- Ensure employees thrive and shareholders prosper.
Our Values
- Adaptability: Be open, welcome what's next.
- Courage: Be courageous, move forward passionately.
- Generosity: Be generous, share, listen, serve.
- Authenticity: Be you, make us stronger.
Our Actions
- We commit to audacious goals.
- We work seamlessly as a team.
- We demonstrate mastery.
- We deliver outstanding results.
Inclusion is at our core
We believe diverse thinking leads to better outcomes. We are committed to creating and nurturing a workplace that fuels this by welcoming people, no matter their background, identity, or experience, to a workplace where they are valued and where diversity, inclusion, equity, and belonging thrive.
Welcome what's next in your career at Ansys
At Ansys, you will find yourself among the sharpest minds and most visionary leaders across the globe. Collectively we strive to change the world with innovative technology and transformational solutions. With a prestigious reputation in working with well-known, world-class companies, standards at Ansys are high — met by those willing to rise to the occasion and meet those challenges head on.
Creating a place we're proud to be
Ansys is an S&P 500 company and a member of the NASDAQ-100. We are proud to have been recognized for the following more recent awards, although our list goes on: Newsweek's Most Loved Workplace globally and in the , Gold Stevie Award Winner, America's Most Responsible Companies, Fast Company World Changing Ideas, Great Place to Work Certified (Belgium, China, Greece, France, India, Japan, Korea, Spain, Sweden, Taiwan, and ).
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