Job Summary
The Sales Operations Assistant will provide critical support to the Sales Director and Account Owners in driving sales activities, client engagement, and strategic initiatives. This role requires a highly organized and detail-oriented individual with excellent communication and project management skills.
Key Responsibilities
1. Sales Support:
* Assist the Sales Director in organizing internal team meetings, including preparing materials, taking minutes, and following up on action items.
* Support Account and Key Account Managers in client meeting preparation, production of sales material, and CRM compliance.
2. Reporting and Analysis:
* Create and track reports to monitor client business reviews and engagements.
* Design Excel tracking sheets and engage with team members to ensure compliance.
* Monitor SFDC compliance KPIs (Pipeline Accuracy and Coaching Card compliance).
3. Special Projects:
* Execute special projects by providing project management, tracking sheets, project plans, and weekly status updates.
4. Client Support:
* Prepare client meetings in collaboration with internal teams.
* Prepare pre-sales material and proposals in collaboration with internal teams.
* Coordinate tender responses: planning, elaboration of answers, and defense preparation.
* Upload pre/post sales data/info and material in SFDC.
* Raise and monitor SFDC support cases if requested by Account and Key Account Manager.
* Respond to inquiries from clients if requested by Account and Key Account Manager.
* Support the renewal process, including quote creation, pricing, CLM document upload, and approval workflow with Commercial Services when required.
* Making administrative updates to Salesforce as needed.
About You
Required Skills:
* Fluent in English and French.
* Excellent verbal and written communication skills.
* Ability in project management.
* Proficiency in Microsoft Office suite and AI tools.
Desired Skills:
* Customer orientation.
* Action and detail orientation.
* Interpersonal skills and teamwork.
* Creativity, innovation, and initiative.