Sales Operations Specialist
Envysion, a leading provider of video-based SaaS technology solutions for retailers, including fast casual restaurants, convenience stores and wireless dealers, is seeking a Sales Operations Specialist. This position will be primarily responsible for ensuring the accuracy of data being captured in Salesforce and Zuora prior to Order/Data Entry processing by working closely with CSMs, Finance, and Project Team Leads, as well as managing all Sales Operations Requests, such as Renewals, Change Orders, and Bulk Order break-outs. Also assigned to this position will be Key Customer Order and Data Entry tasks related to Sales Operations. Attention to details, following established workflows, documenting new action items, and collaborating with others to best serve our customers internally and externally, are all requirements of this role.
Core Functions
- Audit customer orders for any conflicts, omissions, or discrepancies and resolve appropriately by working with Sales, Customer Success team, and Finance prior to entry into our database.
- Work with Customer Success Managers, Finance, and Project Team Leads to ensure accurate data gathering for new customer set up in business systems to ensure alignment of accounts, sites, subscriptions, and billing.
- Work with Customer Success Managers and Finance to support data/order entry requirements related to managing existing customer accounts. This could include updating spreadsheets in Google docs or Smartsheet, for example.
- Data entry support to help maintain accuracy of sales data in Salesforce.com CRM and Zuora billing systems as necessary.
- Assist Order/Data Entry team in processing bulk orders, Renewals, Change Orders, and other Sales Administration tasks as needed.
Competencies & Skills
- Excellent communication and interpersonal skills
- Excellent attention to detail
- Strong problem-solving skills
- Professionalism, dependability, and excellent attendance
- Ability to multitask, prioritize and manage time effectively
- Flexibility to work overtime when required
- The candidate must have at least 1 year of experience in an order processing and/or data entry role.
- Proficiency with Microsoft Office Suite, Google: Mail; Calendar; Drive; Docs
- Ability to work at a computer for up to 8 hours
- Previous CRM database experience in either Salesforce.com or other similar program
Experience & Education
- High School GED or Equivalent
- Minimum of 1 year Data Entry skills. 2-3 years in Order processing/Data Entry strongly preferred
Envysion is proud to be an Equal Opportunity Employer, committed to workplace diversity.