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Executes operational activities related to quote, price, configuration, deal registration, order management process, invoicing, and contract life-cycle management to ensure that sales orders are successfully completed from quote to delivery and credited appropriately assigned for sales compensation
Produces deal documentation and configures systems to reflect ordering processes
Generates invoices and client billing in accordance with service and product agreements
Records, updates and validates customer and deal information in systems produces reports and analyses of sales processing activities
Provides overall support for sales processing activities for an assigned or multiple business areas or groups
Demonstrates comprehensive knowledge and mastery in multiple sales processing areas
Reviews and provides oversight of all sales processing documentation and systems
works with stakeholders to identify areas for process improvement and propose changes to increase quality awareness and culture in the organization
Develops customized data collection forms, methods and reports in response to business requests
Provides guidance to less-experienced staff members
Requirements
High school or equivalent secondary education certification required
Bachelor's degree preferred
Typically 4 - 6 years experience
Accountability
Active Learning
Active Listening
Bias
Business
Coaching
Creativity
Critical Thinking
Cross-Functional
Design Thinking
Empathy
Follow-Through
Group Problem Solving
Growth Mindset
Intellectual Curiosity (Inactive)
Interprets Data
Long Term Planning
Managing Ambiguity
Operational Performance
Operations Processes
Personal Initiative
Process Changes
Process Improvements
Sales
Proficient in multiple word processing, spreadsheet, and presentation software packages
Expert user of electronic sales documentation, order management, and bid and quote systems and tools
Complete understanding of basic and advanced order processes, systems configurations and documentation requirements