Sales Operations Executive

January 2022

Role Overview:

The role of the Sales Operations Executive is to provide support to the Sales Team. This includes speaking with customers, processing orders and updating Customer Relationship Management (CRM) records to ensure the smooth operation of the business.  This is a role with very positive impact on company and sales efficiency, and our ability to operate and grow the business.

You will have solid experience in a similar role, with advanced administration skills and organisation, excellent communication skills both written and oral, and willingness to flex your working hours occasionally to liaise with international colleagues or to meet specific business objectives.

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About the Role

The Sales Operations Executive in each region is accountable and responsible for:

Customer Data Management

  • Entering data into the company’s CRM system(s) in a timely way.
  • Managing record keeping and communication history to enable a single view of Partner and Customer from which to gain useful insight.
  • Helping Channel Managers maintain their commitment to sales data integrity.
  • Progressing sales opportunities, monitoring data integrity and timeliness, working collaboratively with the Global Head of Sales and their direct reports to maintain the highest quality of data.

Sales Enablement

  • Processing orders, licence requests and other sales related paperwork.
  • Assisting the Finance department to obtain payments in a timely way.
  • Collecting data and assembling for regular reporting on achievement against targets.
  • Providing other administrative support to the Global Head of Sales and their direct reports.
  • Covering holiday or other absence for the Sales Operations Executive in the other region.
  • Helping to connect the Sales and Marketing efforts by bringing relevant data and insights together.
  • Helping to maintain market knowledge through basic research and reporting on relevant companies, products, and competitors.

You will have solid experience in a similar role, with advanced administration skills and organisation, excellent communication skills both written and oral, and willingness to flex your working hours occasionally to liaise with international colleagues or to meet specific business objectives.

Sales Support

  • Sales order processing – i.e. processing orders received via email, phone or otherwise in accordance with company policies and procedures.
  • Processing licence requests received via email, phone or otherwise in accordance with company policies and procedures.
  • Dealing with Statements of Work (SoWs) received.
  • Monitoring, chasing and issuing requests for invoices to the Finance department.
  • Assisting the Global Head of Sales and their direct reports to prepare their personal input to the monthly sales forecasts.
  • Providing such other administrative support to the Global Head of Sales and their direct reports as required (e.g. organising meetings and booking travel).
  • Covering holiday or other absence for the Sales Operations Executive in the other region.
  • Contribute to the smooth planning and running of sales related meetings or events, taking and recording records of meetings as required.

Co-ordinate, Collaborate and Communicate

  • Liaise with Marketing, Support, Services, Technical Account Managers, Product Management, Finance, HR, and Company Directors as required.

Outputs & Deliverables

  • Data, especially relating to the fluid processing of orders, entered into CRM in a timely way to an agreed service level.
  • Licenses processed in a timely way to an agreed service level.
  • Invoices instructed to Finance department as soon as possible after projects become eligible for invoicing.
  • Data processed and made available for reporting in the timely way.

Qualities and Values

  • We value people who are brilliant in their capability and the things that they make together.
  • We value people who continually improve themselves and the world around them to make a difference.
  • We value people who collaborate, who are a joy to work with and who get more from themselves and those around them, by working together effectively.
  • The qualities we look for include:
    • A team-oriented person who finds enjoyment in their work and embraces opportunity.
    • Enjoys things being organised and takes pride in, and ownership of, the data they process and manage.
    • Can work proactively, or under instruction, on the right priorities without wasting time.
    • Ethical and moral behaviour in keeping with our brand values.
    • Quick thinker who takes every opportunity to improve our processes and data.

Skills & Experience

  • A natural organiser and data focused administrator with the ability to make smart, practical decisions on a daily basis.
  • Focused and resilient with a positive “can do” attitude.
  • Experience in an environment which is data-driven and understands the benefits of having high quality data to reference when it comes to running a business.
  • Customer service background with experience of working with various types of people and attitudes to achieve the right business outcome.
  • A natural collaborative spirit, proactively working with the rest of the team for the best business outcome.
  • Ability to understand business processes sufficiently to make intelligent decisions to use and support them.
  • Excellent communication skills.

Company Values

These are our defining principles for how we do business. They set the personality of our organisation and guide the behaviours of everyone who works for us.

  • We do the right thing
    We say it straight and do it right. Every time. No excuses and no shortcuts. Where we trust others to deliver, we validate the results.
  • We act with ambition
    We encourage each other to take ownership, apply initiative, and adapt to solve challenges.
  • We deliver with pride
    We focus on outcomes and are passionate about inclusion and diversity. Going above and beyond to deliver the result our clients need.
  • We go further together
    No challenge is too great. We leverage our combined potential to innovate and achieve the seemingly impossible.

About Transvault

Since building the world’s first email archive migration tool in 2006, Transvault has successfully delivered thousands of migration projects across the world. We combine world-class technology with unrivalled expertise, experience and integrity; delivering Cloud Office migrations quickly, securely and seamlessly. Secure, robust, adaptable and extensible, our technology has been the driving force behind some of the world’s most challenging migrations.

From the straight-forward to uniquely complex, we focus entirely on outcomes; going above-and-beyond to make each project a success. When we come across a challenge, our commitment to adaptive development and market-leading support ensures we always deliver.

We’re passionate about solving complex challenges, so we say it straight and do it right. No excuses, and no shortcuts. World-class technology meets integrity. There’s no substitute for hard work, and our Partners, Managed Services and Support Teams work tirelessly and collaboratively to get the job done.

It’s why business trusts in Transvault.

How to Apply

To apply please visit: https://viewhr.livevacancies.co.uk/#/job/details/17

Our HR Partner ViewHR will manage your application on behalf of Transvault.