Essential Duties
- Lead a team of Sales Operations Support Specialists which supports NRI’s Account Executives by providing client-facing quotes, booking orders, and addressing post-sales requests as appropriate.
- Coach Sales Operations Support Specialists on NRI and partner business processes and answer day to day questions
- Distribute incoming requests in service request management system, ensuring appropriate and efficient division of labor, meeting service level agreements (SLAs)
- Provide occasional overflow support as necessary.
- Proactively review and escalate aging requests to ensure SLA compliance.
- Coordinate time off requests and coverage for team members, ensuring adequate coverage for business operations.
- Ensure new orders are booking accurately and based on complete required information according to NRI standard business processes, and according to SLAs.
- Coordinate month end booking process, ensuring that all targeted orders are booked on time.
- Address initial escalation requests from internal and external clients including Sales, Application Solution and Design (presales engineering), and Finance teams, both for old business and new business
- Assist Sales Operations Support Specialists in directing out of scope requests to appropriate Core or partner teams to ensure requests are addressed.
- Understand the industry environment.
- Attend both internal and external meetings as needed (typically via Microsoft Teams or Cisco Webex with camera on)
- Participate in online training sessions provided by our key partners as appropriate.
- Represent and deliver on NRI goals, mission and values.
- Continually looking for ways to maximize efficiency and better meet the needs of our clients, recommending process improvements and assisting in change management activities associated with business process changes that impact the team.
Knowledge, Skills, and Abilities
- Bachelor’s degree in business administration, Sales, Marketing, or a related field.
- 3-5 years of leadership experience.
- Excellent written and verbal communication skills.
- Comprehensive understanding of standard quote to cash business processes.
- Strong working knowledge of Salesforce, Salesforce Service Cloud, Salesforce CPQ, and service request management systems (Zendesk, ServiceNow, etc.)
- Process Expert: Strong process management skills and financial acumen.
- Excellent analytical and problem-solving skills.
- 5+ years of experience with quote-to-cash workflow for consulting services, managed services, software as a service (SaaS), and infrastructure solutions.
- Proficient in Salesforce and Microsoft Office (Outlook, Excel, Word and PowerPoint).
Top Skills
What We Do
In North America, NRI is a business and technology solutions consultancy. Guiding our clients from insight to execution, we design and deliver solutions that fuel growth, grow profitability, and deliver innovation with impact.
When you partner with NRI, you gain more than hands-on collaboration from our North American team—you connect to a global network of cross-functional experts working to keep you ahead of change.
We strategize and advise, build and transform, and protect and manage the critical systems and strategies that power modern business. From optimizing operations to driving seamless digital adoption, our solutions don’t just solve problems—they create lasting momentum.









