Sales Operations Specialist

2 weeks ago


Toronto, Ontario, Canada Allocate Full time

About the Role

The Sales Operations Specialist is a critical member of the Allocate team, responsible for providing exceptional support to our sales team. As the frontline representative for Sales Operations, you will be the go-to person for sales, marketing, finance, and product teams.

Key Responsibilities

The Sales Operations Specialist will be responsible for:

  • Managing the inbound sales inbox help requests
  • Triage requests, handling basic commercial queries
  • Managing commercial processes, including:
    • Quote to cash lifecycle
    • Renewals
    • Adherence to commercial standards
    • Cleanliness of sales data
  • Drafting of contract amendments
  • Review of legally binding documents, such as Master Services Agreements
  • Document management
  • Other tasks as required by the Sales Systems and Commercials Manager

Delivering Results

The Sales Operations Specialist will be measured on the following metrics:

  • Accuracy and timeliness of responses to queries
  • Ability to assist on other matters, as required

Requirements

To be successful in this role, you will need:

  • Finance or business background
  • Experience with CRM platforms (ideally Salesforce)
  • Knowledge of quote to cash lifecycle
  • Strong communication skills
  • Ability to lead without authority
  • Willingness to adapt and learn

Desirable Skills

The following skills are highly desirable:

  • Prior experience working with a global sales team
  • Exposure and some experience creating and improving organizational processes
  • Experience working in the healthcare industry, preferably hospitals
  • Prior experience with contract negotiations, ideally in excess of $10,000
  • Knowledge of SAAS business model


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