
Sales Process Improvement Coordinator
7 days ago
Overview
">The Sales Operations Specialist role supports Key Account Managers and works within our CRM system (Microsoft Dynamics 365). This position plays a vital part in enhancing sales efficiency by providing data-driven insights and effective management of the sales process.
">Responsibilities:
">- Prepare and distribute quotes to customers, ensuring accurate pricing and terms.">
- Participate in meetings to follow up on pipeline and data hygiene, maintaining a high level of customer satisfaction.">
- Provide updates on price lists, policies, and rules of engagement, promoting transparency and trust with customers.">
- Assign leads to teams and sales representatives, effectively managing sales workflows and maximizing sales opportunities.">
- Make modifications, build dashboards, view and generate reports, utilizing Microsoft Dynamics 365 to optimize sales performance.">
- Cross-check information on quotations, purchase orders, and invoices, ensuring accuracy and compliance.">
- General data cleansing within CRM, maintaining a clean and up-to-date sales database.">
- Communicate with customers (internal and external), building strong relationships and delivering exceptional customer service.">
Requirements:
">- Experience working in customer service or administration, ideally supporting sales teams, with a proven track record of success.">
- Strong oral and written fluency in English, with excellent communication and interpersonal skills.">
- Forward-thinking, sales driven, and detail oriented, with a passion for delivering results.">
- Demonstrated experience using CRM tools (Dynamics 365 is preferred), with expertise in sales process optimization.">
- High level of customer service and ability to communicate effectively with clients, building strong relationships.">
- Advanced knowledge of Windows and Microsoft Office suite, particularly Excel, with proficiency in data analysis and reporting.">
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