Baker Tilly US

Sales Operations Associate

Baker Tilly US

full-time

Posted on:

Location Type: Office

Location: Bangalore • India

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About the role

  • Maintain regular cadence of communication with the sales operations team to confirm accuracy and facilitate the integrity of the sales process.
  • Verify and validate accuracy on vendors invoices and client billings between Workday and Salesforce and approve for Accounts Payable to process.
  • Build a high-volume of sales renewal opportunities and quotes in preparation for the Customer Success Manager to start the annual renewal process.
  • Initiate the Intapp process in Salesforce for new service opportunities ensuring the process is complete prior to an opportunity becoming closed won.
  • Build projects for new service opportunities in preparation for set up in client care and maintain accuracy of all fields.
  • Identity operational and data gaps, locate root causes, and participate in solution planning.
  • Maintain sales document templates and tool library within SharePoint.
  • Open to learning additional responsibilities related to opportunity sales process.

Requirements

  • 2+ years’ experience in a sales support role, ideally in a subscription-based business model.
  • Knowledge of the steps of the sales cycle in Software-as-a-Service offering
  • 1+ years’ experience in Salesforce.
  • 1+ years’ experience and/or exposure to formatting complex sales documents including order schedules and statements of work.
  • Advanced computer skills including superior proficiency in Microsoft Office Suite Applications (Excel, Word, PowerPoint, Outlook, etc.)
  • Confident in ability to multitask and follow through effectively with multiple projects at a time.
  • The ability to adapt quickly to change with a positive attitude.
  • Excellent time management skills with the ability to prioritize while working independently.
  • Proven written, oral communication, and critical thinking skills.
Benefits
  • Equal opportunity/affirmative action employer
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
SalesforceWorkdayMicrosoft Office SuiteExcelWordPowerPointOutlooksales document formattingdata analysissales cycle knowledge
Soft Skills
communicationmultitaskingtime managementadaptabilitycritical thinkingindependenceproblem-solvingattention to detailcollaborationpositive attitude