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Sales Operations Specialist Ellie Mae
THIS JOB HAS EXPIRED
Summary of Responsibilities: Exhibit a sales & customer service-oriented approach to order management and sales support. Understand all procedures required to process sales orders in an accurate and timely manner and in full compliance with company policies using Order Entry, CRM and/or Financial systems. Take full ownership and, most importantly, a customer-oriented approach to the entire order management cycle - processing, monitoring and tracking all customer contracts/orders. Provide superior support to the sales organization to enhance and/or enable the sales process ? acting as a liaison for the sales organization to ensure customer operational needs are resolved, orders are processed quickly, accurately and ensuring maximum customer satisfaction. Identify process and systems improvements, participate on teams and coordinate ad hoc projects to improve and support the customer contracting process.Primary Responsibilities & Objectives:
Manage entire order management process cycle, from contract creation through fulfillment & tracking
Work closely with Accounting in regards to order processing, billing/payment issues, arrangements
Support both Sales and Customer Support in their efforts to assist existing and potential clients
Primary Salesforce.com CRM subject matter expert and Sales Administrator to all Sales divisions in coordination with Sales Operations Manager
Assist with implementing and maintaining workflow automation of tasks and approvals through use of CRM system as well as maintain all documents & agreements in CRM
Enforce account ownership rules within our CRM system and in full compliance with Sales Process and business guidelines
General administrative duties related to sales, including managing contracts, e-filing, and general accounts maintenance in CRM
Participate in the establishment of team goals to excel in order processing, contract management and implementation & enhancement of procedures and performance standards to achieve those goals
Assist in conducting periodic maintenance of account/contact records in CRM system as well as enforcing data management/data integrity rules and guidelines with sales reps
Daily management of post-sales, product-related account activities such as, but not limited to: approval and creation of new clients, data management, account ownership enforcement, processing returns and refunds, license forfeitures and new license contracts
Interact daily with all levels of the company: Sales, Legal, management team, IT/MIS and other departments.
Qualifications, Skills and Education:
Salesforce.com CRM system experience mandatory
Self-starter with a proven track record in a sales support role with top notch customer service skills
Excellent attention to detail and proven organizational skills, able to prioritize and multi-task and see projects/assignments to completion
Proficiency with MS Word, MS Excel, MS PowerPoint and customer database management systems
Proficiency with ERP systems in an order processing function such as Great Plains, Oracle or similar
Experience working in an extremely fast-paced environment, Mortgage/Banking experience a plus
Highly autonomous; strong analysis, problem-solving and decision-making skills
Team player and also possesses ability to work independently, make judgment calls and take ownership of outcome from those decisions
Proven leadership and negotiation skills, works well with all levels, able to successfully manage cross-departmental expectations
Excellent written and verbal communication skills
| Location: | Pleasanton, CA United States |
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THIS JOB HAS EXPIRED
Ellie Mae
Investors: Alloy Ventures, Alta Partners, Windspeed VenturesAll Jobs: at Ellie Mae
| Web Site: | www.elliemae.com |
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| Headquarters: | 4140 Dublin Boulevard Suite 300 Dublin, CA 94568 United States |
| Industry: | Software |
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