Reviewing signed contracts and supporting documentation to ensure that Client's CRM reflects contractual obligations, ensuring successful product delivery and compliance with Company policies
Acting as a liaison between Sales, Legal, Energy Markets, and Finance teams regarding commercial contracting questions and ensure accuracy, compliance, and timely execution of customer agreements.
Making consistent, positive contributions to establishing and maintaining an inclusive team culture of professional excellence
Supporting system and process improvement projects with involvement in requirements gathering, design, testing & launch of enhancements
Using quantitative and qualitative analysis to support the broader sales and operations teams by supporting report and dashboard creation/management and synthesizing data into actionable recommendations
Coordinating the flow of data and documentation among internal teams
Providing training on both a scheduled and ad-hoc basis for members of the client's sales organization
Utilizing client's CRM system to track key activities in the sales process to ensure compliance and completeness
Skills:
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Activities, duties, and responsibilities may change or new ones may be assigned at any time with or without notice.
Education:
B.S./B.A.
1-3 years relevant professional experience (in a Sales Operations or related role preferred)
Highly productive and efficient, with an ability to multi-task across a broad set of deadline-oriented tasks and with minimal supervision
Excellent attention to detail
Proficiency in productivity tools, specifically MS Office
Strong verbal and written communication skills; able to tailor a written or verbal communication to multiple cultural environments
Prior CRM experience (e.g. Salesforce); ability to build reports and dashboards
Strong quantitative aptitude
A need to assume responsibility for work
A drive to achieve excellent outcomes that is internal, constant & self-imposed
Certifications & Licenses:
Proficiency in productivity tools, specifically MS Office
Skills Required :
Sales Operation
Documentation
CRM Experience
Operations
Contracts
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