Sales Operations Coordinator

simpro; Leeds; On-site; GBP 32,000 - 45,000; Full time

Job summary

Simpro in Leeds is seeking a Sales Operations Analyst to ensure efficient processing of contracts and related orders. You will liaise with customers and internal teams to support cross-functional workflows from order intake to renewals.

The role requires at least 2 years in a similar position, strong organization and communication, and experience with Salesforce or similar CRM tools. You will handle amendments, data cleansing, and ensure accurate CRM records.

Qualifications

• 2+ years experience in a similar role.
• High degree of organisation and initiative.
• Ability to adapt to fluctuating priorities in a fast-paced environment.
• Exceptional communication skills.
• Experience with Salesforce or similar CRM tools.

Responsibilities

• Process and maintain customer orders and contract details in internal systems.
• Create and process order amendments.
• Manage enquiries and orders related to ownership transfers, data migrations, renewals.
• Coordinate with internal teams to resolve contract queries and disputes.
• Hand over customers to implementation, bookings and stock teams post-sale, including creating internal tasks and notes.
• Licence and billing audits, data cleansing and other ad hoc duties as needed by Finance or Revenue Operations.
• Check the financial health of new customers in line with CV levels.
• Maintain accurate and current customer records in the CRM.

Skills

Organisational skills

Attention to detail

Adaptability

Communication skills

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.