Sales Operations Specialist

ACAMS; Miami (FL); On-site; USD 54,000 - 145,000; Full time

Job summary

ACAMS is seeking a Sales Operations Specialist to support the Global Sales function in Miami, FL. This role combines data analysis, process management, and stakeholder communication, offering a strong introduction to corporate sales. Responsibilities include managing lead assignments, territory management, and supporting reporting tasks.

Benefits

EEO employer commitment towards diversity

Qualifications

• Bachelor's degree preferred or 2-4 years sales operations experience.
• Proficient in MS Excel and strong data analysis skills.
• Exceptional oral and written communication skills.

Responsibilities

• Execute lead management assignment processes in Salesforce.
• Support regional sales teams with transactional opportunity tasks.
• Assist sales team with internal reports and customer issue resolution.

Skills

Data analysis

Problem solving

Communication

Prioritization

Education

Bachelor's degree preferred

2-4 years of relevant experience

Tools

MS Excel

Job description

Join to apply for the Sales Operations Specialist role at ACAMS

Join to apply for the Sales Operations Specialist role at ACAMS

Who We Are

ACAMS is a leading international membership organization dedicated to providing opportunities for anti-financial crime (AFC) education, best practices, and peer-to-peer networking to AFC professionals globally. With over 100,000 members across 180 jurisdictions, ACAMS is committed to the mission of ending financial crime through the provision of anti-money laundering/counterterrorism-financing and sanctions knowledge-sharing, thought leadership, risk-mitigation services, ESG initiatives, and platforms for public-private dialogue. The association’s CAMS certification is the gold- standard qualification for AFC professionals, while its CGSS and CCAS certifications are for sanctions professionals and AFC practitioners working in the crypto space, respectively. ACAMS’ 60+ Chapters globally further amplify the association’s mission through training and networking initiatives.Visitacams.orgfor more information.

Opportunity at a Glance

The Sales Operations Specialist role helps support the Global Sales function by managing territory definitions, ensuring pipeline hygiene, and handling additional administrative tasks as needed. This role can be a great introduction to the fast-paced world of corporate sales, and combines data analysis, process management, and stakeholder communication.

Responsibilities

• Execution of lead management assignment processes to ensure that sales leads are being assigned to the proper Sales Executive and to ensure that existing leads are updated upon territory changes/new hires.
• Execution of Territory Management rules in Salesforce CRM. Ensure that Accounts are assigned to the proper salesperson and that all existing account ownership is updated upon territory changes and/or new hires.
• Perform UAT testing of sales related bugs and enhancements in conjunction with colleagues in Operations.
• Utilize the Request for Proposal (RFP) library to respond to commonly asked questions on RFPs & vendor request forms.
• Support regional sales teams with transactional opportunity management tasks.
• Assist the sales team with running internal reports such as: Attendee reports, spend reports, global reports.
• Coordinate with the Service Operations team to resolve any pending customer issues or cases.
• Process tax exemptions requests for the Americas and EMEA regions.
• Perform other duties as needed, including following up on open invoices.
  
  

Qualifications

• Bachelor's degree preferred, or 2-4 years of relevant experience in sales operations, customer service, or corporate sales
• Proficient in MS Excel, data analysis skills, and affinity to dig deep into details
• Distinctive problem solving and analysis skills (commercial, operational, organizational, global) and experience analyzing large data sets
• Must have strong prioritization skills and the ability to handle multiple projects with competing priorities
• Exceptional oral and written communications skills.
• Experience with fast-paced, sales-force driven business models preferred
• Experiencing serving and interacting with end customers via a sales support, sales, or customer service role is preferred
• Languages: English (required) & Spanish (preferred)
  
  

EEO

We are proud to be an EEO employer M/F/D/V. At ACAMS, we welcome everyone and have a strong commitment towards diversity and inclusion. We encourage our Colleagues to be their true authentic selves and support laws that prohibit discrimination everywhere we do business. We also maintain drug-free workplace.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

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