Sales Operations Coordinator

Simpro Software; Leeds; On-site; GBP 35,000 - 55,000; Full time

Job summary

Simpro Software is seeking a Sales Operations Analyst to streamline contract processes, liaise with customers and internal teams, and support orders, amendments, renewals and settlements. You will ensure data integrity in internal systems and assist with handovers to implementation and billing teams.

Ideal candidates have at least 2 years in a similar role, excellent organisational skills, and strong communication.

Qualifications

• 2+ years of experience in a similar role.
• High degree of organisation and initiative.
• Ability to adapt to changing priorities in a fast-paced environment.
• Excellent communication skills.
• Proficiency with CRM tools, especially Salesforce.

Responsibilities

• Process, update, and maintain customer orders and contract details in internal systems.
• Field, facilitate, create & process order amendments.
• Manage general enquiries & orders related to ownership transfers, data migrations, renewals.
• Coordinate with internal teams to resolve contract queries, including disputes and negotiations.
• Hand over customers to implementation, bookings and stock teams post-sale; create internal tasks as needed.
• Perform licence & billing audits, data cleansing as delegated by leaders.

Skills

2+ years exp

Organised

Communication

Adaptable

Tools

Salesforce

Job description

Job Context

The Sales Operations Analyst ensures that the processes surrounding participation, variation, execution, compliance, and administration of contracts are carried out efficiently and effectively. They liaise with customers and internal stakeholders to facilitate and process orders, adjustments, amendments, payments, terminations, negotiations, and other generalised requests to support the cross-functional collaboration of the broader Simpro Group teams.

What You’ll Do

• Process, update, and maintain customer orders and contract details within internal systems in line with strict policy, procedure and compliance


• Field, facilitate, create & process order amendments


• Manage general enquiries & subsequent orders related to ownership transfers, data migrations, contract renegotiation & renewals


• Work with other internal teams to manage and resolve contract queries, including disputes and negotiations.


• Effectively manage the handover of customers to implementation, bookings and stock teams post-sale, including creating any internal jobs, work orders, follow-up tasks, or notes.


• Other regular ad hoc duties (such as licence & billing audits, allowances, corrections, and data cleansing), as delegated by the Head of Department or other leaders from the Finance or Revenue Operations teams.


• Responsible for checking the financial health of new customers in line with agreed CV levels.


• Manage all incoming commercial enquiries, track interactions and maintain accurate and current customer records in the CRM.

What You’ll Bring

• 2+ years experience in a similar role


• High degree of organisation and initiative and a sharp eye for detail


• Demonstrated ability to adapt to fluctuating and changing priorities and procedures in a fast-paced and dynamic environment


• Exceptional communication skills


• Proficiency/experience with Salesforce or similar CRM tools

Our Core Values

• We Are One Team


• We Are Customer Centric


• We Are Growth Minded


• We Are Accountable


• We Celebrate Success

Simpro, AroFlo, BigChange & ClockShark are equal opportunity employers with a best-of-class onboarding program and supportive team environments. This means that we want everyone to feel welcome and offer equal opportunities for everyone, regardless of age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex or sexual orientation, or any other non-performance factor.

Please note: no agencies will be accepted in the recruitment of this role. Any CVs provided to Simpro Software by agencies will be treated as a gift.