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Sales Operations Specialist

4 months ago

Boston, United States PTC, Inc. Full time

Our world is transforming, and PTC is leading the way.?Our software brings the physical and digital worlds together, enabling companies to improve operations, create better products, and empower people in all aspects of their business.

Our people make all the difference in our success. Today, we are a global team of nearly 7,000 and our main objective is to create opportunities for our team members to explore, learn, and grow - all while seeing their ideas come to life and celebrating the differences that make us who we are and the work we do possible.

Sales Operations Specialist, ServiceMax

Overview

The Sales Operations Specialist is an essential partner to the ServiceMax (SMAX) business unit and Revenue operations team. They act as part of the operational frontline in ensuring SMAX customer success by executing an efficient order management process and delivering seamless solution provisioning.

As a Sales Operations Specialist, you will execute a system-based order process delivering the ServiceMax software to end customers through the Salesforce.com platform. Working cross-functionally with Sales Operations, Finance, and Customer Support, you will gain a deep understanding of SalesForce.com Reporting, Dashboards, Analytics, Channel Management and Servicemax License provisioning.

If you are looking for an opportunity to join a tenured team and become a trusted resource within the sales organization, while supporting Award Winning, mission critical FSM software - this could be for you

Responsibilities

  • Processing New Bookings, Amendments and Renewals Orders through utilizing Salesforce.com for the ServiceMax business unit of PTC including, but not limited to:

  • Delivering initial ServcieMax solution purchases through ServiceMax provisioning processes

  • Placing service orders for cancellations, renewals, reductions and add-ons

  • Managing activation dates and transfer requests

  • Maintaining active license records ensuring Customers are accurately provisioned per their contract

  • Creating and maintaining ServiceMax product installations links and templates to be delivered to Customers

  • Maintaining Customer Data Integrity in SFDC

  • Handling Ad hoc Customer audit requests or support requests from the Sales team

  • Ensure timely service delivery and accurate license management, maximizing revenue recognition timing and limiting Royalities cost exposure

  • Working cross functionally across the organization to ensure alignment and accuracy amongst sales, customer, and finance operations teams

Minimum Qualifications

  • Bachelor's Degree in Finance, Accounting or similar

  • 0-3 years working experience

Skills and Knowledge

  • Excellent written and verbal skills

  • Mathematically adept

  • Strong organizational skills

  • Process and detail oriented

  • Ability to prioritize, change gears and adapt to changing requests from business

  • Proficiency with Excel

  • Basic understanding of SFDC a plus

  • Experience in order/customer operations a plus

At PTC, we believe in the power of diverse ideas and perspectives. As a global company that values and respects all identities, cultures, and perspectives, we strive to create an inclusive PTC for ALL through an environment where everyone feels like they belong and are empowered to bring their true, authentic selves to work. Proud to be an Equal Opportunity and Affirmative Action Employer, we welcome applicants from all backgrounds and hire without regard to race, national origin, religion, age, color, ethnicity, ancestry, marital status, sex (including pregnancy), sexual orientation, gender identity, gender expression, genetic identity, disability, veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.

Life at PTC is about more than working with today's most cutting-edge technologies to transform the physical world. It's about showing up as you are and working alongside some of today's most talented industry leaders to transform the world around you.

If you share our passion for problem-solving through innovation, you'll likely become just as passionate about the PTC experience as we are. Are you ready to explore your next career move with us?