Job
Description
Key Responsibilities: Managing and Enhancing the Professional Services (PS) Sales Queue Process, ensuring that PS Sales requests are prioritized and delegated in a timely manner. Ownership of Negotiating, Quoting, and Forecasting Reporting, Dashboarding, and trend analysis of PS Salesforce (SFDC) Queues and Sales. SFDC Data quality auditing and ownership. Professional Services Sales Ownership of negotiation, commercials, and internal systems management of PS deals Support of Service Sales Managers with opportunity, quote, and commercial requests. Creation, tracking, and analysis of Salesforce Opportunities, Quotes, Cases, and Accounts with associated key metrics and fields. Process: Owns PS Queues in Salesforce. Audits and helps team manage opportunity field values: Partner with Salesforce technical team to enhance current process and workflow. Monitors status of opportunities and cases to ensure data integrity and timely responses. Creation and management of a PS Sales enhancement process. Owns Quick Reference Guides (QRGs), coordination with Global Learning Services (GLS), creating and communicating process updates to the Field organization Provides ongoing observations and process recommendations to PS leadership and PS COE Reporting: Work with Salesforce Team and Professional Services Operations to design/develop critical views and reporting Alignment to opportunities Case queue aging Opportunity close trends Customer trends Provides weekly reporting to Services Delivery leadership, S/SMs, SSM Director Communication/Tracking: Conducts office hours 2x/week to answer questions from Field areas. Comfortable with enabling the field on the process including setting expectations on following processes. 1/1 weekly reviews conducted with team members to review status, delays/bottlenecks, observations/trends; assist where needed What You'll Bring Proficient in Salesforce in the following areas Accounts, Opportunities, Quotes Reports and Dashboards Communicates effectively with colleagues and customers Mindset of collaboration across Planview teams MS Word MS Excel Adobe Acrobat (optional) Experience writing and/or reviewing statements of work. Desired Attributes: Curious Mindset, Problem solving, Critical Thinking, Self-Driven / Motivated, Organized / Detail Oriented
