Sales Operation Specialist

Sales and Channels · Remote

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Description

Employment type: Contractor | Remote (LATAM-based candidates only)


About the Client:

The client is a publicly traded global leader in enterprise voice solutions and voice AI innovation. They help organizations unlock the full value of voice, transforming every conversation, whether human or AI, into a strategic asset that drives better business outcomes. Their portfolio spans voice connectivity, unified communications and contact center integration, and next-generation voice AI applications that enhance collaboration, automate workflows, and deliver real-time insights. With over 30 years of global experience and the trust of 65 of the Fortune 100, the client powers the intelligent enterprise, connecting people, platforms, and data to move business forward.


Certified for leading UCaaS and CCaaS environments such as Microsoft Teams, Cisco Webex, Zoom and Genesys, the client’s solutions provide universal interoperability that breaks down communication silos and unlocks organizational potential.


The primary responsibility of the position is to provide timely sales analysis and reporting support to Sales and Executive Management in North America. The right candidate will also act as a liaison between the client and selected Distribution Channel Partners. The position entails supporting the Sales Team with administrative, operational, and logistical functions. This position will help track orders through the system, expediting where necessary, and serve as the communications interface between internal departments such as Accounting, Shipping, Planning, Order Center and the Reseller or end customer.


Responsibilities:


• Provide Sales Reporting and Analysis: Validate and Upload consolidated POS to QlikView. Ensure appropriate regions are lined up on PBI (including Global Revenue allocation). Ensure Primary Solution and End Users are reflected in Oracle. Provides Sales with Pertinent reports to help them manage their forecast (Inventory, Mapping, Past Due).

• Point Of Sales: Work with Distribution Channel Partners to collect, analyze and distribute weekly POS reports. Ensure POS information is reconciled monthly and quarterly and yearly with distribution channel partners.

• Salesforce: Interface with Sales and Corporate on SFDC.

• Sales Operation Training: Conduct sales operation training for new sales hires.

• Management of Order Process: Occasional order entry as well as tracking of orders through fulfillment.

• Liaison between the Customer and other Departments: Work with Order Entry, Finance and Operations to ensure orders are well communicated and timely. Manage escalation and expedites as needed.

• Training Credit Allocation: Collaborate with Finance, Training and SOD to collect, analyze and formulate revenue credit allocation monthly.

• DPA Approval Note: Review all approved DPA and distribute to appropriate Distribution partners.

• Partner Deal Registration: Create approval notes and distribute to appropriate VAR as needed.

• Reconciliation: Work with Operations to gather missing pertinent customer details and perform required update on POS file.

• Global Revenue: Work with corporate to ensure Global Revenue for North America is finalized each quarter. Information will then be communicated to Sales for their feedback and if necessary, work with corporate for reconciliation.

• Quarterly Commission: Assist Sales Operation Vice President with quarterly closing. Some pertinent inputs included Agent revenue, partner revenue, Global Revenue, etc.

Requirements

• Bachelor’s degree.

• Solid prior experience in a similar sales operation role working with distributors, Channel partners, and Agents.

• Strong Systems and Process knowledge.

• Knowledge of business tools such SFDC, QlikView and PBI and strong capabilities in Excel.

• Strong analysis and problem-solving skills.

• Strong interpersonal skills and are multi-tasking.

• English advanced: excellent verbal and communications skills.

• Experience with high-tech and/or telephony products a plus.