[Remote] Sales Operations Specialist (CA)
Note: The job is a remote job and is open to candidates in USA. NWN is a leading AI-powered technology solutions provider for innovative organizations in North America. The Sales Operations Specialist role involves assisting with sales orders, managing opportunity data in SalesForce, and supporting sales operations to ensure timely and accurate order processing.
Responsibilities
- Work with Sales to help with Opportunity management in SalesForce to keep info updated for forecasting requirements that roll up to executive management on a weekly basis
- Support of a “primary territory”, but may also be asked to support another area anywhere in the US
- Review weekly the SalesForce reports to ensure supported territory deals are updated
- Assist Sales/Pre-sales in supporting the use of SalesForce reports
- Actively work with Sales Support – Business Operations, to ensure all of the required documents are compiled so that the order process may be initiated
- Responsible for working in OEM/Vendor/Disti tools/systems to complete the registrations for quotes/deals to verify costs
- Assist Sales in getting the Vendor SKU’s/pricing uploaded into SalesForce to help complete quoting
- Frequent interaction with sales, presales, finance and service delivery
- Working understanding of the Order Process, ensuring when quotes are build all content is captures and orders are submitted in a timely manner
- Other responsibilities as assigned
Skills
- 4 – 10 years' experience in the IT industry
- Possesses a Sales DNA and understands how to positively impact Sales Velocity
- Skills working with SalesForce, with Sales/Pre-sales in forecasting/quoting position
- Knowledge of vendor partner programs and processes
- NetSuite, Salesforce, Excel, Word, Outlook and PowerPoint experience
- Thorough knowledge of the NWN Opportunity to Cash process or ability to quickly learn
- Excellent communication skills
- Excellent problem solving/dispute resolution skills required
- Product and recurring bookings experience is preferred or proven knowledge in other positions
- OEM relationship experience (Preferred)
- Knowledge of sales cycles and commissions (Preferred)
- Knowledge of how Account Executives are motivated and comfortable working with Account Executives (Preferred)
- Project management skills (Preferred)
- Time and priority management skills (Preferred)
Benefits
- Medical, dental, and vision plans
- Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)
- Income protection through disability and life insurance
- A 401(k) with company match
- Unlimited PTO
- Paid company holidays
- Hybrid/remote work
- Paid bonding leave for eligible employees
- Employee discounts
- Access to our Employee Assistance Program (EAP)
- Accident, critical illness, long-term care, and hospital indemnity coverages
- Legal and identity theft protection
- Pet insurance
- Supplemental life insurances
- Referral bonuses
- Charitable donation matching
- Allowances for eligible roles
Company Overview