Sales Operations Executive

About the role

Sales Operations plays a crucial support role, ensuring compliance with internal requirements during the initiation of the contractual billing process for the sales team. The team has deep knowledge of the tools used in sales and invoicing and provides troubleshooting assistance to the sales community and other support functions to keep key processes on schedule.

Key responsibilities

• Conduct compliance reviews and close winning opportunities.
• Create and submit Invoice Request Forms and Credit Note requests.
• Monitor successful dispatch of invoices and credit notes to clients.
• Complete and archive supplier registration forms required by clients.
• Complete invoice portal registrations.
• Support Client Services on membership card orders.
• Assist with Certificates of Assistance creation when the self‑service portal does not support the use case.
• Support the sales team with opportunity setup in Salesforce (SFDC).
• Provide assistance on Certificate of Subscription creation where applicable.
• Maintain data accuracy of contractual and transactional billing addresses in SFDC.
• Provide feedback on existing sales operations processes to the Team Lead or Sales Enablement for continuous improvement.
• Provide administrative support for standard and non‑standard client reports such as business reviews or SLA reports.

Required profile

• Computer literate with proficiency in Microsoft Office (Word, Excel, PowerPoint, Visio) and CRM applications, specifically Salesforce.
• Action‑oriented and energetic when tackling challenging tasks.
• Strong planning skills to accurately scope task length and difficulty.
• Culturally sensitive and able to work in a multilingual, multicultural environment.
• Excellent communication and interpersonal abilities.
• Customer‑focused with experience in an operationally or commercially focused analytical or customer service role.
• Exposure to cross‑border sales engagements, including experience selling to emerging markets.

Required skills

• Microsoft Word
• Microsoft Excel
• Microsoft PowerPoint
• Microsoft Visio
• Salesforce (SFDC)