Business Operations Specialist I

Sales Operations Specialist 1

The Sales Operations Specialist 1 is responsible for providing internal support for the PPT sales organization and PPT channel partners. Expected to manage multiple priorities, have a high level of attention to detail, follow a process and interact with other departments within PPT including Pre-sales, Operations, IT and Finance, to manage all issues to completion. Responsible for managing each step in the contract revision and approval process.

What you’ll be doing:

• Processing contract revisions (i.e equipment location changes, customer address changes, equipment adds, equipment drops, mid-term pricing change processes, etc)
• Self-audit according to pre-defined thresholds for region, following the audit checklist.
• Providing direct Sales Operations support, addressing queries, resolving accounting inquiries, and maintaining effective communication with stakeholders while ensuring timely follow-up with the sales team
• Using good time management skills to manage high volumes of work, multiple priorities, and competing demands while adhering to established guidelines and processes.
• Using strong attention to detail to self-audit work before submission, ensuring accuracy and compliance with pre-agreed financial thresholds.
• Meets performance and productivity targets and delivers work within agreed and published Service Level Agreements (SLAs).
• Uses Microsoft CRM, Dynamics CE, Servicepath, Outlook and Excel to review and maintain accurate records.
• Maintains clear and accurate case management records to track progress, ensure a complete case history, use apply basic root cause analysis to support accurate data reporting.
• Follows and updates Standard Operating Procedures (SOPs) to ensure an accurate, current, and reliable knowledge base.

What we’re looking for:

• Strong attention to detail and organizational skills.
• Good communication skills and ability to explain complex issues.
• Operates with a sense of urgency and a drive for accuracy in completed work.
• Fast learner and enjoys problem solving.
• Positive and flexible mindset, with the ability to work extended hours when required, particularly during month-end periods.
• Proficiency in CRM/ERP systems, good excel skills and other Microsoft applications.
• Must be able to manage multiple priorities and competing demands.

Bonus Points:

• N/A

Education:

• 1+ yrs experience in a sales support, contracts admin or similar customer service role, AND/OR
• Bachelor’s degree

Travel:

• 5%