Sales Operations Specialist

4 weeks ago

Kirkland, Canada IQVIA Full time

**POSITION OVERVIEW**:
This role supports local operational and sales activities to help drive efficiencies and corporate compliance. This position collaborates with all internal departments to ensure smooth and effective sales/project support from initial set-up, through to delivery, supporting the sales cycle and guiding operational processes within the organization.

**RESPONSIBILITIES / DELIVERABLES**:

- Works with our Customer Relationship Management (CRM) system to input and execute all order processing responsibilities.
- Ensure receipt and completeness of client documentation to ensure timely billing (signed contract, PO, internal approvals, etc.)
- Creates projects and assigns resources in CRM to enable time entry and project tracking
- Ensures accuracy of project information (products, project start and end dates, resources)
- Liaises with all internal departments to help monitor the sales pipeline to ensure consistency, accuracy and tracking of scheduled deliveries
- Processes new user CRM license requests. Assists new and existing users as required to resolve any system related issues by working with the global IT Support team.
- Provides guidance and training to new and existing users on CRM functionality and operational compliance
- Other tasks and special projects of an administrative nature as required

**Minimum Experience & Specialized Knowledge Required**:

- 2-5 years of experience working in sales/project administration/customer service environment
- Strong knowledge of Microsoft Office Applications (specifically Excel) and Internet Tools
- Knowledge of Salesforce or other CRM software an asset
- Detail-oriented with strong organizational, communication and execution skills.
- Demonstrated success in using problem-solving skills to provide excellent customer service to all internal departments
- Demonstrated success in a fast-paced environment, preferably involving teams support and customer engagement.
- Strong analytical skills, with the ability to manage competing priorities, multi-task, and work independently and within a team environment
- IQVIA is proud to be an equal opportunity employer and we are committed to creating a diverse and inclusive environment. We do not discriminate on the basis of any applicable prohibited ground of discrimination, including but not limited to race, religion, colour, national origin, gender, sexual orientation, age, marital status, or _disability. Accommodations_ for applicants with disabilities are available at all stages of the recruitment process upon request. If you have a physical impairment or a disability that requires an accommodation, we encourage you to disclose this during the recruiting process so that IQVIA can appropriately accommodate you._

**DESCRIPTION DU POSTE**:
Ce rôle supporte les activités opérationnelles et ventes locales afin d’aider à améliorer l'efficacité et la conformité de l'entreprise. Ce poste offre une collaboration à tous les départements internes pour assurer un soutien assidu et efficace aux ventes/projets, de la configuration initiale à la livraison, en soutenant le cycle de vente et en guidant les processus opérationnels au sein de l'organisation.

**RESPONSABILITÉS**:

- Travaille avec le système de gestion de la relation client (CRM) afin de saisir et exécuter toutes les responsabilités de traitement des commandes
- S'assure de la réception et de l'exhaustivité de la documentation du client afin d’assurer une facturation périodique adéquate (contrat signé, bon de commande, approbations internes, etc.)
- Crée des projets et affecte des ressources dans CRM afin de permettre la saisie du temps et le suivi des projets
- S'assure de l'exactitude des informations du projet (produits, dates de début et de fin du projet, ressources)
- Assure la liaison avec tous les départements internes pour assurer la surveillance du processus des ventes afin d'assurer la cohérence, l'exactitude et le suivi des livraisons prévues
- Traite les demandes de licence CRM des nouveaux utilisateurs. Aide au besoin les utilisateurs, nouveaux et existants, à résoudre tout problème lié au système en travaillant avec l'équipe mondiale de support informatique
- Offre conseil et formation aux utilisateurs, nouveaux et existants, sur la fonctionnalité CRM et la conformité opérationnelle
- Autres tâches et projets spéciaux de nature administrative selon les besoins

**Expérience mínimale et connaissances spécialisées requises**:

- 2 à 5 ans d'expérience dans un environnement de vente/administration de projets/service à la clientèle
- Connaissance de Salesforce ou d'un autre logiciel CRM un atout
- Souci du détail et solides compétences en matière d'organisation, de communication et d'exécution
- Compétence en résolution de problèmes afin de fournir un excellent service à tous les départements internes
- Capacité de travailler dans un environnement en évolution rapide et d’encourager le

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