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Sales & Order Operations Specialist II - Business Process Expert
hace 2 meses
The Sales & Order Operations Specialist II is a key member of the Ansys team, responsible for managing the end-to-end process for renewal and new sales. This role involves performing duties for department managers, partnering with an assigned team of account managers to support sales cycle and business objectives, and acting as the primary point of contact for internal and external customers.
Key Responsibilities- Process Management - Subject Matter Expert: Designated Go-To on the team for 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.
- Sales Cycle and Related Workflow Responsibilities: Preparation of Quotation proposals, legal forms, and licensing requests. Review quotations for completeness and in accordance with Generally Accepted Accounting Principles (GAAP), accuracy, and adherence to company policy for new and renewal sales efforts. Partner with an assigned group of Account Managers to prepare, review, process, and expedite sales orders and related workflow and services. Act as the primary contact for Ansys customer needs; respond to questions on order status, account issues; license configuration, etc. for all new and renewal software orders.
- Customer Relationship Management (CRM) Administration: 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.
- Audit and Compliance: 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. Verify order entry for completeness.
- Account Management Support: Meet regularly with account managers to review opportunities and plan for end of quarter activity; coordinate with technical staff to resolve Customer Portal access problems & license installation issues.
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 German and English. Extended hours required at the end of the quarter.
Skills and Attributes- Strong teamwork and customer service orientation.
- 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.
