The Sales Operations team ensures the efficiency and effectiveness of PrismHR’s entire Sales organization. The Sales Operations Specialist works closely with the Sales team throughout the deal cycle, through the creation, review, and verification of details on negotiated agreements. This role ensures the accuracy of sales records and that sales is being carried out within the scope of the company while adhering to business rules. 

You work to improve workflows, remove roadblocks, and promote efficiencies in the sales pricing and order process.  

*Working knowledge of Salesforce is a must

RESPONSIBILITIES

• Review and verify incoming deals for accuracy, including but not limited to: confirming contract terms, contact and billing information, pricing, business policies, existing legal agreements/pre-existing terms, and promotions.

• Create quotes, schedules and amendments that reflect product upgrades, software renewals, and add-ons which may include cumulative discounting structures.

• Work with Sales teams, Management, Legal and Accounting to ensure negotiated deals are documented properly and in alignment with policies.

• Operate as an escalation point to business partners for quote-to-cash operations and ensure compliance with published sales and business approval policies.

• Help coordinate system tie-outs and delivery timing details with Services, Accounting and Customer Service teams.

• Guide sales teams in the deal flow process and ensure smooth handoffs to order fulfillment teams

• Drive enhancements to the quote-to-order processes and policies

• Support and track annual contract updates and renewals. Assist in preparation of product and price list integration.

• Prepare pipeline reports and sales data, KPIs and board reports

EXPERIENCE

• Bachelor’s Degree or related experience required

• Experience with Salesforce.com is required

• 2+ years of high-volume transaction processing experience in an enterprise-level business environment. 

• Responsible for several concurrent tasks, ability to multitask and respond quickly

• Experience working with transactions of varying degrees of complexity using a CRM or ERP system. 

• Deep knowledge of purchasing processes and pricing agreements. 

• Willing to go the extra mile with a strong work ethic; self-directed and resourceful

• Agility, adaptability and the ability to handle multiple tasks in a fast paced environment