Sales & Order Operations Specialist
Company: ANSYS
Location: Ann Arbor
Posted on: January 14, 2021
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Job Description:
Job DescriptionAnsys is the global leader in engineering
simulation, helping the world's most innovative companies deliver
radically better products to their customers. By offering the best
and broadest portfolio of engineering simulation software, Ansys
helps companies solve the most complex design challenges and
engineer products limited only by imagination. SUMMARY The Sales &
Order Operations Specialist I is an integral member of the team,
responsible for managing the end to end process for renewal and new
sales, performing duties for department managers, partnering with
an assigned team of account managers to support sales cycle and
business objectives, and acts as primary point of contact for
internal and external customers. This role requires knowledge and
accurate execution of company policies and procedures.
RESPONSIBILITIES * Participate in New Employee Onboarding program *
Meet with various members of the Sales & Order Operations team and
other internal departments to train on procedure and policies;
consists of self-guided trainings, 1:1 live and recorded sessions
including demonstrations and presentations; track progress with
Supervisor or Manager * Expected to actively ask questions, and
develop scalable and repeatable processes for success * Sales Cycle
and Related Workflow Responsibilities * Coordinate with the Sales
Team and the customer(s) with the preparation of quotation
proposals, legal forms, and licensing requests. Reviews quotations
for completeness and in accordance with GAAP, accuracy and
adherence to company policy for new and renewal sales efforts *
Partnering with a assigned group of Account Managers, prepare,
review, process and expedite sales orders and related workflow and
services * Act as a contact for ANSYS customer needs; responding to
questions on order status, account issues; license configuration
etc. for all new and renewal software orders. * Administers all
renewal opportunities within the CRM; including revenue
reconciliation activities; creating sales queries/reports to track
opportunities, following up with customers and maintaining an
accurate renewal forecast within the CRM. * Involve appropriate
customers and internal groups (Account Managers, Sales Operations,
Inside Sales, Finance, Legal, Business Operations etc.) to assure
timely submission and processing of revenue * Research and
understand historical accounts, product order history, discounting
and/or special pricing situations to help with quote proposal
generation as needed * Perform audit of own work to ensure
conformance with established procedures * Analyze all outgoing and
incoming paperwork such as purchase orders and license contracts
for compliance and accuracy, determine and administer revenue and
support splits, ensure all internal approvals are secured. Verifies
order entry for completeness. * Request peer reviews to ensure
accuracy * Meet regularly with account managers to review
opportunities and plan for end of quarter activity; meet with
direct Supervisor or Manager to help prioritize objectives. *
Coordinate with technical staff to resolve Portal access problems &
license installation issues * Support account administration
activities including completion of supplier Corporate Data forms,
prepare and distribute License and ASC changes, Name change form,
Transfers and Assignments including securing required approvals and
submit required paperwork to Business Operations. * In accordance
with current policies, create temporary and evaluation license keys
appropriate for distribution to prospects and customers. * Provide
sales support to all levels of Sales, which includes providing
administrative support for reconciling actual revenues to forecast
and plan as well as helping new Account Managers with training on
the proper paperwork and protocol for sales order processing *
Involvement in CRM Data maintenance and administration * Update
existing CRM records with current information, which may include
updating pricing and products for existing renewal opportunities,
removing duplicate entries, account reassignments, logging notes,
or other activities as directed * May also perform other
administrative duties as assigned by their Manager. MINIMUM
REQUIREMENTS * Associate degree (two year program) in business or
accounting or related field with a minimum of 18 months of
experience in a sales operations ,sales support, finance or legal
support role, customer service environment or similar position in a
corporate setting. * Strong teamwork and customer service oriented
* Extended hours required at end of quarter * Highly motivated and
results driven; copes effectively with complexity and change *
Excellent verbal and written communication and interpersonal skills
* Ability to build strong relationships * Demonstrates good
judgement in problem solving and issue escalation * Ability to
handle confidential information * Working knowledge of CRM systems
and knowledge of Quote to Cash scenarios including Quotation
prSDL2017
Keywords: ANSYS, Ann Arbor , Sales & Order Operations Specialist, Sales , Ann Arbor, Michigan
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