Sales Operations Specialist II

hace 3 semanas


Madrid, Madrid, España Ansys A tiempo completo
Job Title: Sales & Order Operations Specialist IIJob Summary

The Sales & Order Operations Specialist II is an integral member of the team, responsible for managing the end-to-end process for renewal and new sales. This role performs duties for department managers, partners with an assigned team of account managers to support sales cycles and business objectives, and acts as the primary point of contact for internal and external customers. The specialist requires knowledge and accurate execution of company policies and procedures.

Main 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. Independently own/manage a topic by expanding knowledge base in a designated area, train new and existing Sales & Order Operations staff; create and maintain training materials, develop and/or enhance presentation skills, suggest improvements to current reference materials. Prerequisite: must have participated in New Employee Onboarding.
  • Order Preparation and Fulfillment: 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.
  • Communication and Teamwork: 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.
  • Customer Support: Acts 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.
  • Renewal Opportunities: 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.
  • Company Policies and Procedures: Performs audit of own work or that of others to ensure conformance with established procedures.
  • Order Verification: Analyzes outgoing and incoming paperwork such as purchase orders and license contracts for compliance and accuracy, determines and administers revenue and support splits if required, ensures all internal approvals are secured.
  • Training and Support: Provides 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.
  • Customer Administration: 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.


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