Sales Operations Associate
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Formed in 2017 by the combination of Misys and D+H, Finastra builds and deploys innovative, next-generation technology on our open Fusion software architecture and cloud ecosystem. Our scale and geographical reach means that we can serve customers effectively, regardless of their size or location—from global financial institutions to community banks and credit unions.Requirements
Degree from a top-tier university, ideally within an analytical or mathematical discipline
Excellent working knowledge of Microsoft Excel and PowerPoint
Understanding of the role CRM systems (Salesforce.com preferred) have within the sales organization
The ideal candidate will have experience working in a sales or sales operations environment within a software organization
High level of focus and energy
Analytical mind set
Desire to learn new processes
Proactive self-starter, able to work unsupervised within agreed timeframes.
Excellent written and verbal communication skills.
Strong social skills, able to work effectively across diverse groups of people
Resolving issues raised by the sales organization via the Sales Operations Support Services ticket queue.
Partake in weekly Executive Deal Desk meetings in an administrative function to ensure all points are captured, and the CRM system is updated accordingly with actions to be followed up on.
Work with business partners in the creation of quality reports and analysis based on their needs – e.g. focus opportunity reports from Salesforce.com, and sales performance metrics in Microsoft Excel.
Gather requirements and suggest appropriate solutions
Contribute to continually improve business processes
Provide regional sales with ad-hoc Salesforce.com and Pearl (pricing tool) training.
Assist in the documentation of CRM tool change requests – Business Requirements, Test Scripts, etc.
Assist in pre-production testing of CRM change requests.