Sales Operation Executive

Job Title: Sales Operations Executive

Job Description/Function:

We are seeking a proactive and detail-oriented Sales Operations Executive to support our Commercial teams by ensuring smooth and efficient execution of sales operations, accurate quote management, and effective client servicing. This role plays a vital part in the sales lifecycle, from opportunity management and pricing through to subscription renewals and invoicing.

Skills/knowledge required:

· Proven experience in Sales Support, Sales Operations, or Sales Administration role.

· Preferably familiarity with Salesforce (or similar CRM).

· Understanding of pricing processes and quote management.

· High level of attention to detail and organizational skills.

· Ability to work cross-functionally and manage multiple tasks simultaneously.

· Strong communication skills, both written and verbal.

· Competent in Microsoft Office (Excel, Outlook, etc.)

· Preferably have knowledge of subscription-based business models

Responsibilities/duties:

· Account & Opportunity Management:

o Manage and maintain deposit accounts.

o Verify and close Salesforce opportunities to support sales performance tracking.

o Complete and submit supplier onboarding and compliance forms as required.

· Quote & Pricing Administration:

o Prepare and complete subscription quotes assigned by Commercial teams with precision and timeliness.

o Conduct audits of quotes as requested by Commercial teams to ensure compliance and consistency.

o Support the triaging and monitoring of the quote and audit requests assigned to the outsourced service provider daily.

· Invoicing & Credit:

o Ensure accurate and timely invoicing of sales and subscription agreements.

o Complete credit checks on new and existing clients.

o Manage credit hold and suspension processes in line with internal policies and client agreements.

· Client Support & Analysis:

o Review and analyse client analytics to support retention and upsell opportunities.

o Facilitate the auto-renewal subscription process, ensuring accuracy and customer communication.

· Reporting & KPIs:

o Generating and contributing to regular reporting on sales performance, quote turnaround times, and audit findings.

· Process Improvement:

o Identifying opportunities to streamline workflows or improve automation.