Sales Operations

Job description

We are a leading global software company dedicated to the world of computer aided design, 3D modeling and simulation— helping innovative global manufacturers design better products, faster! With the resources of a large company, and the energy of a software start-up, we have fun together while creating a world class software portfolio. Our culture encourages creativity, welcomes fresh thinking, and focuses on growth, so our people, our business, and our customers can achieve their full potential.

Key Responsibilities:

Supports the Account Teams in the selling process through quoting (direct sales) and proposal creation.

• O2O Workflows (Internal Platform). Supports and monitors the entire O2O process from submission, workflow, approval (ensure approval justifications are captured, clean orders are checked off) to CAA acceptance with final delivery, billing and revenue recognition.
• Assists sales teams to ensure requirements for order submission are fulfilled (e.g. payer and credit limit set up, EES requirements, ECC / Damex requirements etc.)
• Handles or coordinates complex queries on products, pricing, licensing, install data including non-standard, trade-in or 3rd party products
• Checks billing status and notifies sales or finance to send invoice with address in local language as needed. Same for Hardware delivery, as needed.
• Review of manual orders to ensure clean order submission (COD, EULA, PST, GSLA, PO...., policy clearance and sign off)

Process and Tools

• Proficient in Corporate tools - CRM and O2O
• Participates in UAT, identifies and clarifies issues and/or enhancement requests.
• Assists in local deployment including notification and guidance to local internal users and partners
• Coordinates with zone support team for new users, partners or organizational change set up
• Provides tools support to local users
• Conducts training and knowledge transfer to local users (new user, refresh training as appropriate)

Global Policies

• Be familiar with Corporate Policies (High Gear) and performs policy validation and collection of approvals ahead of time. This also includes facilitation of the contract and legal bidding document approval as needed.
• Understands company processes and policies related to sales

Sales Forecasting & Tracking

• Maintains and updates order tracking list
• Assists in reporting and forecast process

Partner Support

• Performs Partner support (i.e. webkey creation for partners, P2O training to partners, demo licenses application etc.).
• Involved in the Partner onboarding, termination process, reseller agreement, quarterly performance points (PFP) analysis, partner Transfer Price and MDF process.

Qualifications:

• Complex analysis of policy, workflows, process and system tools and transactions to facilitate timely
• and accurate transactions that comply with prevailing policy and process guidelines.
• Transactional processing of Quote and/or proposal activities in adherence with prescribed policy and
• Bachelor’s degree in administration, International relations or relevant experience.
• Requires a minimum of 1-2 years’ experience in administration activities
• Normally follows established procedures on routine work, requires supervisory instructions only on new
• Fluency in written and spoken English is essential for international sites
• Knowledge Microsoft office

We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status.