Sales Operations Specialist

Job Description:

This role involves diverse responsibilities to support sales operations and deal management in a dynamic business environment. As a deal coordinator and analyst, you will work closely with teams such as legal, sales, customer success, professional services, and information security. Your role will combine sales operations, deal management, project coordination, and administrative support to ensure smooth progression of deals from initial quoting and order generation to final contract execution. You will also maintain operational efficiency and provide analytical insights throughout the process.

Key Areas of Responsibility:

• Serve as the primary liaison and coordinator between cross-functional teams to ensure effective deal progression and resolve any issues or concerns.
• Collaborate closely with sales teams to understand customer requirements and align proposed deals with business objectives and pricing strategies.
• Coordinate with legal operations and contracting teams to manage contract review and approval processes, ensuring compliance with company policies and regulatory requirements.
• Work alongside information security teams to address any data privacy or security concerns raised during the deal negotiation process.
• Partner with professional services teams to scope project requirements, track the status of statements of work, and ensure accurate pricing for SaaS subscriptions and integrations.
• Act as a central point of contact for all deal-related inquiries and escalations, ensuring timely resolution and alignment with overall business objectives.
• Maintain documentation of deal status, potential risks, and critical milestones, providing regular communication with all stakeholders and updates as needed.
• Assist Deal Operations with general administrative responsibilities, including quoting and generating order forms.

Basic Qualifications:

• 3+ years of experience in sales operations, deal management, or a related role.
• Understanding of legal and contract management.
• Attention to detail, especially when reviewing contracts, pricing proposals, and project scopes, to ensure accuracy and completeness to minimize errors and mitigate risks.
• Comfortable partnering and engaging with cross-functional teams to ensure optimal deal support for sales.
• Strong proficiency in Microsoft Word and Excel.
• Experience in Sales Operations, Business Operations, Sales, or Finance.
• Ability to prioritize tasks based on urgency, impact on deal progression, and alignment with business objectives. Focus on high-priority tasks while delegating or scheduling less urgent tasks accordingly.
• Effective communication skills.