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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in leading sales operations teams, managing quote-to-cash processes, and ensuring compliance with service level agreements. Proficient in Salesforce and service request management systems, with strong analytical and problem-solving capabilities.
Highest-signal resume keywords
Leadership ExperienceSalesforce ProficiencyQuote-To-Cash Workflow ExpertiseProcess Management SkillsExcellent Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Quote-To-Cash ProcessesProcess ManagementFinancial AcumenAnalytical SkillsProblem-Solving Skills
Soft Skills
CoachingTeam CoordinationCommunication Skills
Tools & Technologies
SalesforceSalesforce Service CloudSalesforce CPQZendeskServiceNowMicrosoft Office
Industry Keywords
Sales OperationsClient-Facing QuotesOrder BookingPost-Sales RequestsChange Management
Tech Stack
Tools & technologiesCloudServiceNow
About the role
Key responsibilities & impact- Lead a team of Sales Operations Support Specialists supporting Account Executives with client-facing quotes, order booking, and post-sales requests.
- Coach specialists on NRI and partner business processes and answer day-to-day questions.
- Distribute incoming requests in the service request management system and ensure efficient workload allocation and SLA compliance.
- Provide overflow support and proactively escalate aging requests.
- Coordinate team time-off requests and coverage.
- Ensure new orders are booked accurately, completely, and according to standard processes and SLAs.
- Coordinate the month-end booking process.
- Handle initial escalations from Sales, Application Solution and Design, and Finance teams for old and new business.
- Direct out-of-scope requests to appropriate Core or partner teams.
- Attend internal and external meetings, typically via Microsoft Teams or Cisco Webex.
- Participate in partner training sessions.
- Represent NRI goals, mission, and values.
- Recommend process improvements and assist with change management activities.
Requirements
What you’ll need- Bachelor’s degree in business administration, Sales, Marketing, or a related field.
- 3-5 years of leadership experience.
- Excellent written and verbal communication skills.
- Comprehensive understanding of standard quote to cash business processes.
- Strong working knowledge of Salesforce, Salesforce Service Cloud, Salesforce CPQ, and service request management systems (Zendesk, ServiceNow, etc.)
- Strong process management skills and financial acumen.
- Excellent analytical and problem-solving skills.
- 5+ years of experience with quote-to-cash workflow for consulting services, managed services, software as a service (SaaS), and infrastructure solutions.
- Proficient in Salesforce and Microsoft Office (Outlook, Excel, Word and PowerPoint).
Benefits
Comp & perks- Health, Vision, and Dental Insurance
- Life Insurance
- Health/Dependent Care Flexible Spending
- 401(k) Plan
- Short-Term and Long-Term Disability Coverage
- Generous Vacation and Flex Time Off Programs
- Company Paid Holidays
- Training and Development Opportunities
- Collaborative, results-oriented work environment
- Opportunity to work with large, sophisticated, and progressive clients throughout North America
- Discretionary bonus plan based on company and individual performance
