Operational Specialist at Pinnacle Group, Inc.

Title :Operation Analyst

Location –Remote

Duration -3 months

HM Note: We would be open to interviewing recent college graduates

Responsibilities

• Provide outstanding Quote-to-Cash support and guidance to help Account Executives execute Sales transactions.
• Work with Sales, Revenue Recognition and Legal on deal execution and provide suggestions and assistance for contract negotiations or customer satisfaction issues.
• Create and modify quotes as required.
• Ensure compliance with all company policies and responsible for SOX compliance.
• Train Sales and in particular less experienced AE’s and facilitate cross-training among the team.
• Contributes ideas and innovations to improve upon existing systems, work processes and procedures.
• Create and update internal departmental Policies.
• Provide subject matter expertise on projects within Sales Operations.
• Review submitted contract and order forms for completeness, accuracy, and conformance to Salesforce Order Acceptance policy.
• Assist with onboarding of new team members.
• Work with Sales and Collections to assist resolution to customer billing investigations and disputes.
• Challenge legacy policies and procedures that complicate quote, order, invoice, credit, commissions, and revenue processing, understanding the flexibility for change, and formulating creative solutions or workarounds based on that analysis.
• Share best practices with team members to enhance the quality and efficiency of support and contribute to the knowledge base.
• Establish strong relationships with Sales, Renewals, Customer Support Managers, Collections, Adjustments, Compensation, Rev Rec., Legal, and other internal resources as appropriate.

Required Skills

• Bachelors degree or equivalent combination of education and experience.
• 0-2 years minimum customer order management, Operation, sales/customer support experience.
• Contract structuring and Commission Calculation experience.

Preferred Skills

• Demonstrated participation in process improvement initiatives and/or project management experience.
• Excellent interpersonal skills; ability to articulate verbally and written, willingness to appropriately debate difficult issues; ability to think quickly.
• Ability to excel in a fast growing/fast paced environment delivering accuracy while managing to deadlines where adaptability is imperative.
• Ability to understand broader business and financial issues, juggle multiple projects and tasks, and to work with deadlines and in a fast paced environment.
• Extreme attention to detail.
• Ability to clearly articulate case resolutions and actions required by Account Executives.
• Thrives in a team environment.
• Able to use Microsoft suite of tools effectively.
• Salesforce experience a plus.
• Demonstrated initiative.
• Ability to analyze problems quickly and seek out solutions to achieve optimum outcomes in case resolution.
• Ability to work independently.