Sales Operations Specialist

3 weeks ago

Philadelphia, United States CenTrak Full time

Mission:

The Sales & Partner Operations Specialist, [East/West] Territory delivers essential support services to our customers, our authorized resellers, and CenTrak’s sales organization, enhancing sales force productivity and effectiveness, with a focus on customer success. As a key member of the Sales & Partner Operations team, we seek to provide insight and resources to develop more deals, that are more profitable, and with better customer outcomes.

Responsibilities:

Sales & Partner Operations Support Services

Provide primary sales operations & customer lifecycle support to Sales Director(s), Certified Resellers, and Enterprise Account Managers in assigned territory. 

 CRM (Salesforce) Admin & Documentation Maintains consistency and accuracy of data in CenTrak’s CRM (Salesforce), including data objects like customer & reseller accounts, contacts, roles, addresses, reseller level, Open and update Salesforce Opportunities as directed. Verifies the Opportunity Bill of Material (BOM) is complete, and Opportunity close date is entered by sales team Provide International/National reseller, Government reseller, & specialty reseller support including monitoring, reviewing, and approving quotes and configurations as directed for reseller-sold opportunities. Create new and/or maintain & improve existing Sales & Partner Operations standard operating procedure documentation with a focus on continuous improvement.  Configure Price Quote (CPQ), iQuoteXpress, Support Provide assistance to assigned Sales Director(s) and Enterprise Account Managers to develop quotes and pre-sales SOWs for customer and resellers. Engage with Sales Engineer(s), Product Management, and/or Service SMEs to ensure accuracy and completeness of quotes as needed. Provide tier 1 quote approval for sales proposal of a specific opportunity threshold Responsible for training assigned Sales Director(s) and Enterprise Account Manager(s) on the quote tool and tier 1 troubleshooting on iQuoteExpress software. Complete quotations for existing customers or resellers $x for proper order processing and adhere to the established standard operating procedures (SOPs)  Facilitate Product Request Forms (PRFs) by managing requests from resellers and/or customers in Salesforce for additional products (ship ahead, samples, sales concessions, etc.).   Prospective Customer Lead Distribution & Inbound Calls Responsible for properly distributing inbound lead inquiries to the appropriate sales or reseller as defined. Complete associated documentation in CRM (Salesforce) and/or direct inquiries internally as needed. Respond to customer inquiries from marketing@centrak.com and sales@centrak.com and irect to appropriate internal resources as required.  Schedule and maintain weekly/bi-weekly meetings with assigned Sales Director(s), Certified Resellers, and Enterprise Account Managers in assigned territory. Accountable to capture meeting minutes & maintain list of action Responsible for providing information to resellers regarding order status, product availability, confirmed ship dates, technical support cases, PRF & Return Materials Authorization (RMA) status, training availability & certification status, Quarterly participation in reseller business review meetings.

Recurring Revenue Renewal Quoting

Responsible for tracking term renewal & providing quotations for customer & partner System Maintenance Agreements (SMA) and Software-as-a-Service (SaaS) to CenTrak Inside Sales Executive(s) for assigned territory Maintain appropriate reports to monitor renewals one hundred eighty (180) days prior to the term renewal date. Determine the fees based on purchase and products in-use. Apply appropriate discounts. Revise as needed upon the direction of the Inside Sales Executive(s)

People Management 

 Outstanding communication, analytical, project, and program management skills  Must work well individually or as a member of a team   Must interact effectively with all levels of management and staff, internally and externally   Must be highly organized and be attentive to detail   Self-starting with solid follow-through and multi-tasking capabilities   Exhibit company values of ownership, empowerment, and trust through action 

Qualifications 

 Bachelor’s Degree   5+ Years’ work experience   Proficient use of Microsoft Office Suite of Products and Cloud-based CRM tools   Deep knowledge of Salesforce and CPQ tools desired   Experience working in direct or channel sales, sales operations or healthcare IT systems integrator business operations preferred   Proven ability to understand complex technology solutions - specifically integrated hardware and software systems in the healthcare environment is ideal   Eastern time zone preferred 

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