Sales Operations Analyst

4 weeks ago

Taguig, Philippines IQVIA Full time

IQVIA Taguig, National Capital Region, Philippines

Overview

The Sales Operations Analyst role focuses on the operational support of internal Sales Teams, Account Managers and Principals to ensure Lead to Order opportunity management throughout the sales cadence process. The role requires proactive, detail-oriented professionals with exceptional communication skills, capable of engaging across all levels of the organization. Ideal candidates thrive on solving complex problems, excel in fostering cross-team collaboration, and are driven to deliver impactful results.

Responsibilities
  • Management of Salesforce (SFDC) opportunities from Pipeline to Close. Includes: Updating of Stages and Forecast Category, Adding/Updating of Products and Revenue Allocation, producing pricing support documents, and processing deals with finance.
  • Assisting in preparing templates for Statements of Work and initial Contract submissions.
  • Coordination of Professional Services Automation (PSA) platform. Includes: Coordinating Pricing Assistants for Resource Hours and Budgets, Creating Projects and Assigning Principals in Charge and Project Managers.
  • Attend pipeline calls/ team meetings with internal clients as requested and perform Salesforce and PSA updates post-call.
  • Cross functional Team coordination (Business Leads, Contracting, Finance, Sales, etc.) to ensure smooth processing of opportunities.
  • Continuous, pro-active coordination with internal client contacts and business personnel, to foster and maintain relationships.
  • Maintain the team’s document repository making sure information are up to date.
  • Accomplish other Ad-Hoc tasks, business initiatives and special projects as needed.
  • Help in strategic planning and analysis with Account Managers/PICs as needed.
Qualifications
  • Bachelor's Degree
  • 2-3 years of experience in sales support and customer service
  • Finance/Sales Operations/Customer Relationship Management background is preferred
  • Strong Excel knowledge
  • Preferrable with experience of Microsoft 365 applications (Outlook, Teams, SharePoint, etc.)
  • SAP and SFDC or any other CRM system knowledge is a benefit
  • Strong team player and accepts coaching opportunities positively
  • Flexibility and willingness to join a dynamic and fast-paced working environment
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