Director of Dealer Operations leading a large team in the investment industry. Focused on service delivery, training, and strategic improvements.
About the role
- Sales Operations Executive supporting global sales representatives and teams to achieve KPIs at cybersecurity company. Involves contract management, CRM input, and process optimization in hybrid environment.
Responsibilities
- Ensuring that all contracts closed are accurately uploaded onto the CRM system
- Input in deployment information, using knowledge gained from the technical side of the business to verify the validity of different combinations of products when inputting them into the system
- Input financial data which will feed into our financial database, Workday
- Ability to identify and use problem solving techniques in order to ensure complete deal and data accuracy at all times
- Constantly striving to look for ways to improve the speed and accuracy of the deal process
- Ability to meet tight deadlines at month end and work quickly and efficiently to ensure that all tasks are completed within the given time frame
- Process amendment letters and alterations to customer’s contracts
- Ability to build relationships with other teams including the Sales, Finance, Legal and Development team in order to increase process workflow, particularly during the busy month end period
- Act as CRM support for the global sales team, answering any email queries sent through to shared mailboxes
- Troubleshoot issues – be able to quickly identify the source of the issue and find a solution, while keeping excellent communication with the Sales team while the issue is being fixed
- Liaise with the Salesforce Admins and Architects to fix any issues that arise
- Identify areas for improvement and come up with new ideas to optimise business processes
Requirements
- Must be able to work independently to numerous personal and team deadlines
- Ability to interact and build rapport with all levels of sales/data management
- Very strong organisational and independent project management skills
- Competency with Microsoft Office Suite, for creation of reporting slide decks and original sales documents for distribution
- An understanding of formulas, functions, and pivot tables in Excel
- An understanding of standard forecasting methodology, KPI reporting, sales planning strategy, and the overall enterprise sales cycle is desirable
- Desirable experience using Salesforce and Workday
Benefits
- 23 days’ holiday + all public holidays, rising to 25 days after 2 years of service
- Additional day off for your birthday
- Private medical insurance which covers you, your cohabiting partner and children
- Life insurance of 4 times your base salary
- Salary sacrifice pension scheme
- Enhanced family leave
- Confidential Employee Assistance Program
- Cycle to work scheme
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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