Management of Salesforce (SFDC) opportunities from Pipeline to Close.
Updating of Stages and Forecast Category.
Adding/Updating of Products and Revenue Allocation.
Producing pricing support documents.
Processing deals with finance.
Assisting in preparing templates for Statements of Work and initial Contract submissions.
Coordination of Professional Services Automation (PSA) platform.
Coordinating Pricing Assistants for Resource Hours and Budgets.
Creating Projects and Assigning Principals in Charge and Project Managers.
Attend pipeline calls/ team meetings with internal clients as requested and perform Salesforce and PSA updates post-call.
Cross functional Team coordination (Business Leads, Contracting, Finance, Sales, etc.) to ensure smooth processing of opportunities.
Continuous, pro-active coordination with internal client contacts and business personnel, to foster and maintain relationships.
Maintain the team’s document repository making sure information are up to date.
Accomplish other Ad-Hoc tasks, business initiatives and special projects as needed.
Help in strategic planning and analysis with Account Managers/PICs as needed.

Bachelor's Degree
2-3 years of experience in sales support and customer service
Finance/Sales Operations/Customer Relationship Management background is preferred
Strong Excel knowledge
Preferrable with experience of Microsoft 365 applications (Outlook, Teams, SharePoint, etc.)
SAP and SFDC or any other CRM system knowledge is a benefit
Strong team player and accepts coaching opportunities positively
Flexibility and willingness to join a dynamic and fast-paced working environment

Sales Operations Analyst

Key skills