Digital Identity Sales Operations Specialist

2 weeks ago

Delaware, United States LexisNexis Risk Solutions FL Inc. Company Full time
About the Role

This is a Digital Identity Strategic Sales Operations Specialist position within LexisNexis Risk Solutions FL Inc. Company.

About the Team

The Strategic DI Sales Team specializes in driving sales growth through targeted data integration and digital solutions. With a unique understanding of market dynamics, this team delivers solutions that meet the needs of clients today and grow to tackle the obstacles of the future. It is a close-knit and extremely successful team that thrives on collaboration and innovation.

Key Responsibilities
  1. Support organizational growth through ensuring completeness, accuracy, and timeliness of contract creation and processing.
  2. Ensure that contractual terms and provisions follow processes, guidelines, and policies.
  3. Elevate to the appropriate decision maker when significant legal or financial risk is identified.
  4. Assist internal stakeholders as needed with training, including providing guidance on how to set up opportunities and submit requests within Salesforce.
  5. Perform daily monitoring of Salesforce dashboards to validate and process all closed opportunities.
  6. Collaborate closely with Finance, Sales Operations, and Billing to provide timely updates regarding sales orders.
  7. Update and maintain process-related reference documents.
  8. Daily interactions with Strategic Sales Team and internal partners.
  9. Understand policies and procedures thoroughly.
  10. Respond and assist in producing reports, analysis, and proposals simultaneously in a fast-paced and hectic environment where high-volume sales are at stake.
  11. Complete regular, scheduled reporting as required by sales leaders and their teams (monthly/quarterly/annual).
  12. Track renewal and POS goals, ensuring all data is updated and accurate in Salesforce.
  13. Manage projects of various types and sizes.
  14. Establish and maintain sales operations processes and policies.
Specific Tasks
  1. Performing Financial Reporting: 90-Day Funnel Report, ad hoc reporting, forecast coordination, funnel hygiene, sales report, household report, monthly financial review deck, monthly revenue report, needle mover report, T&E report, VC audit.
  2. Coordinating Deals: deal review, contract review, billing reporting, auditing, analytics, billing errors, credit resolution.
  3. Performing Customer-Related Reporting: account assignments, audits, coordination of transfers, report requests, Salesforce questions, usage reporting.
  4. Coordinating Meetings: ad hoc meeting setup, monthly financial review, quarterly townhall review, executive rotations.
  5. Providing Presentation Support: monthly financial review presentation, quarterly townhall presentation, account business reviews.
  6. Other: attend leadership and team meetings, manage calendars, CER, employee spirit requests, expenses, logistics, maintain email distribution lists, maintain employee roster, monthly birthday list, new hire/travel/interview assistance, onboarding new hires, order supplies and promo items, team travel/PTO updates, quarterly nominations, special projects, team management, travel arrangements, WinWire's and other strategic wide emails.
  7. Perform all other duties as assigned.
Qualifications
  1. Have a BS/BA or equivalent.
  2. Have proven technology sales experience.
  3. Have experience using Salesforce or similar.
  4. Have strong oral and written communication skills as well as presentation skills.
  5. Have strong organizational and forecasting skills.
  6. Have demonstrated outstanding networking capabilities and exhibit a professional demeanor, business maturity, and technical (PC and applications) knowledge.
  7. Have proficiency with Microsoft Software – Outlook, Word, Excel, PowerPoint.

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