Job Description

The Sales Operations Associate will be a collaborative and detail-oriented team player within a variety of functional areas, including Sales, Product, Finance, Merchant Acquiring to name a few. The ideal candidate will have at least 4-5 years of sales support experience in a high-tech, software development, or SaaS delivery environment.

Essential Functions

• Responsibilities include providing Sales and Client support to the NA Sales organization on various matters ranging from order acceptance, quoting, best practices, pricing approvals, or liaising with other departments for responses and resolution. Extreme attention to detail, excellent written and verbal communication skills and creative problem-solving abilities are must-have qualities.

• Maintain and ensure field compliance of sales policies, procedures, and rules of engagement related to all aspects of Sales Operations including approval requirements, escalation processes, and compliance with standard guidelines.

• Provide sales support regarding the structuring of MS Dynamics accounts and opportunities.

• Review Pricing Quotes for accuracy and completeness, while ensuring quotes are approved within pricing and discount guidelines and adherent to policy.

• Assist and support the sales with processes, training, and documentation. Prepare training materials and ability to present in large group settings.

• Recommend efficient workflows within the MS Dynamics environment as it relates to supporting the NA Sales Team.

• Introduce improvements to improve accuracy of processing orders that increase efficiencies for existing and new processes.

• Recognize opportunities and drive internal improvements and proficiencies within the Sales Operations process.

This is a hybrid position. Expectation of days in office will be confirmed by your hiring manager.

Qualifications

Basic Qualifications
• Must have a High School diploma or equivalent or relevant work experience

Preferred Qualifications
• Bachelor's degree preferred.
• Minimum 3-4 years' experience in a Sales environment for a Hi-Tech/Software development Company.
• Working knowledge of MS Dynamics and Apttus CPQ as well as an understanding and experience with the broader sales tools landscape.
• MS – Dynamics experience a plus.
• Strong work ethic and self-starter, able to effectively manage multiple priorities and adapt to change within a fast-paced business environment.
• Excellent organizational skills, attention to detail, and ability to manage multiple tasks and projects.
• Excellent communications skills, with the ability to communicate and present effectively to internal teams in both 1:1 and group settings.
• Ability to work in a dynamic, fast-paced environment and pick up new skills quickly

Additional Information

** Work Hours:** Varies upon the needs of the department.

** Travel Requirements:** This position requires travel 5-10% of the time.

** Mental/Physical Requirements:** This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.

Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.

Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code.

U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is $74,400 to $105,250 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.