Sales Operation specialist

The Sales Operations Coordinator plays a crucial role in supporting sales and commercial teams by managing various client- related affairs, generating management reports and sales forecasts, supporting finance collections, and driving operational efficiency.

Responsibilities

Essential Functions

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Client Affairs Support:

• Assisting account application and coordinating account attribute related issue resolution
• Providing end-to-end support in project engagement contracts – drafting of contract proposals, acquiring Legal and Finance approvals and ensuring the full execution in accordance with the company policy
• Providing comprehensive support to clients and ensuring timely provision and management of required paperwork including supplier forms, NDAs, MSAs, etc...
• Coordinating cross-function teams to resolve customer issues & complaints

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Vendor Processes

• Providing support in the internal approval and onboarding process of vendors to the local systems.
• Consolidating required paperwork, and raising purchase orders as applicable.
• Gathering all necessary documents and collaborating with finance to ensure seamless payment processes to vendors while complying with internal protocols.

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Sales Reporting

• Providing reports and proposing future reporting changes wherever necessary to gain clarity on sales activity, track revenue status, and provide insights to the teams for decision making
• Generating detailed reports that facilitate in-depth data analysis, providing valuable insights to guide strategic decision making within the sales team.
• Utilizing generated reports to develop accurate and informed sales forecasts.

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Operational Efficiency

• Maintaining and adapting systems to best fit sales team needs and overall efficiency.
• Understanding the sales process and propose and implementing initiatives contributing to the overall operational effectiveness
• Pro-actively seeking enhancement though adoption of cutting-edge technologies and practices focused on automation and and innovation.
• Compelling corporate sales processes and procedures and maintaining marketing, invoice, contract, and miscellaneous information for ready access

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System Management

• End-to-end opportunity management in the Salesforce systems: account setups, opportunity creation, budget submission, projects creation, and billing set-ups
• Setting up routine and custom reports and lists for sales and marketing purposes.
• Utilizing CRM to generate data quotations and proposals whenever needed

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Invoicing & Collection

• Coordinating with the finance team and client to ensure minimum DSO
• Dispatching invoices diligently and following up to ensure timely payments.
• Identifying and addressing any issues related to invoices promptly, including raising internal credit note requests when necessary to resolve discrepancies or errors.
• Implementing proactive monitoring mechanisms to streamline the process and reduce manual interventions

Experience

• Typically requires a minimum of 2 - 5 years of experience.

Knowledge

• Requires broad knowledge of operational systems and practices gained through experience and/or education.

IQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create intelligent connections to accelerate the development and commercialization of innovative medical treatments to help improve patient outcomes and population health worldwide. Learn more at https://jobs.iqvia.com