We are seeking a proactive and detail-oriented Sales Operations Executive to support our Commercial teams by ensuring smooth and efficient execution of sales operations, accurate quote management, and effective client servicing. This role plays a vital part in the sales lifecycle, from opportunity management and pricing through to subscription renewals and invoicing.
Skills/knowledge required:
- Proven experience in Sales Support, Sales Operations, or Sales Administration role.
- Preferably familiarity with Salesforce (or similar CRM).
- Understanding of pricing processes and quote management.
- High level of attention to detail and organizational skills.
- Ability to work cross-functionally and manage multiple tasks simultaneously.
- Strong communication skills, both written and verbal.
- Preferably have knowledge of subscription-based business models
Responsibilities/duties:
Account & Opportunity Management:
- Manage and maintain deposit accounts.
- Verify and close Salesforce opportunities to support sales performance tracking.
- Complete and submit supplier onboarding and compliance forms as required.
- Prepare and complete subscription quotes assigned by Commercial teams with precision and timeliness.
- Conduct audits of quotes as requested by Commercial teams to ensure compliance and consistency.
- Support the triaging and monitoring of the quote and audit requests assigned to the outsourced service provider daily.
- Ensure accurate and timely invoicing of sales and subscription agreements.
- Complete credit checks on new and existing clients.
- Manage credit hold and suspension processes in line with internal policies and client agreements.
- Review and analyse client analytics to support retention and upsell opportunities.Facilitate the auto-renewal subscription process, ensuring accuracy and customer communication.
- Generating and contributing to regular reporting on sales performance, quote turnaround times, and audit findings.
Process Improvement:
- Identifying opportunities to streamline workflows or improve automation.