Sales and Operations Planning Specialist
Terradot
ERP
Job Level
Mid-LevelSenior
Tech Stack
ERPETL
About the role
- Act as the product-solution owner for each customer’s installation and adoption across Sales, Implementation, and Customer Success to maintain fidelity to original product-solution vision; manage new customer requests and scope creep in the implementation phase
- Engage with customers during the Sales process to understand and identify specific customer’s operational needs and use cases
- Architect compelling, tailored solutions using Just Appraised product suite to optimize, streamline, and unburden customer’s workflow
- Scope expected product functionality delivered within Statements of Work based on detailed software and configuration specifications for each customer’s installation; translate ambiguous customer requests into tightly scoped requirements
- Set expectations of time, effort, and cost implications of custom features or additional functionality that may be available beyond standard implementations
- Maintain expert-level knowledge in key product functionality and capabilities, and leverage insights from implementations to lead product enhancements
- Closely collaborate with Sales, Implementation Engineering, and Customer Success teams to coordinate successful and timely launch and adoption, including participating in daily stand-ups, kickoff meetings, training, and UAT
- Requires travel 10-15 business days / quarter
Requirements
- Attention to detail, strong organizational and communication skills (both verbal and written) and an ability to think clearly on one’s feet
- Ability to build relationships and develop trust with stakeholders quickly
- Ability to listen and understand customer needs
- Ability to multi-task and deal with shifting priorities
- Ability to translate between technical and non-technical audiences with ease and comfort, be able to speak persuasively in both contexts and break down complex needs to the intended audience
- Ability to build empathy with customers and maintain user-centered mindset, to understand their needs, use cases, and goals, and relay this information to the broader Just Appraised team
- Strong critical thinking and problem solving to know in which contexts to apply our solutions to meet customer needs and when additional Product development is needed
- Ability to understand, prioritize, and estimate level of effort and implications of different parts of a project, and recognize when to flag risks to timeline or success criteria
- Ability to work cross-functionally
- Demonstrated ability to continuously learn, work independently, and make decisions with minimal supervision
- Nice-to-Haves: Knowledge and understanding of JSON
- Nice-to-Haves: Strong understanding of systems and data integration
- Nice-to-Haves: Experience with ETL pipelines using RESTFul APIs and file-based data exchanges
- Nice-to-Haves: Experience with databases and large ERP systems
