Sales Operations Associate

Job Summary

(Primary purpose & general description of the role)

:

The Associate Sales Support Specialist supports outside sales professionals to maximize revenue with existing clients and target prospects through both pre-close and post-sales activities. This role allows outside sales professionals to maximize selling time and revenue generation.

Principle Duties & Responsibilities

:

· Assist the broader Sales Excellence team and outside sales professionals

· Create and maintain accurate data within Salesforce.com including accounts, opportunities, and contacts

· Perform conflicts checks

· Assist sales with submitting quotes within internal system

· Coordinate assignments for project managers

· Liaise with the forensics team and submit tickets within internal system

· Prepare litigation profiles for sales

· Assist with billing inquiries/issues

· Prepare and submit simple cost estimates for clients

· Manage contracting process including document creation from templates, submitting contracting requests, coordinating with internal and external stakeholders, and contract negotiation support

· Create and ensure proper setup of new projects within internal systems

· Coordinate with sales, project management, collections, operations, and billing teams to ensure seamless delivery of services

· Proactively identify opportunities to take on tasks that free the outside sales professionals to interact more with clients and prospects

· Perform other related duties as assigned

Qualifications / Work Experience /Skills

· Graduate

· Knows end-to-end Salesforce

· Strong written and verbal communications skills to clearly and succinctly address client needs

· Strong organizational skills

· Strong attention to detail including the ability to thoroughly quality check work product

· Ability to build trusted and lasting relationships with both external and internal customers and peers

· Familiarity with Microsoft Office tools (Outlook, PowerPoint, Word, Excel)

· Demonstrate a consistently high activity level and be extremely self-motivated

· Ability to work independently as well as with a team

· Demonstrate a commitment to exceptional customer service

Job Type: Full-time