Sales Operations Support Specialist

hace 2 días


Alajuela, Alajuela, Costa Rica Zm Financial Systems A tiempo completo
Job Description

We are seeking a highly skilled Sales Operations Support Specialist to join our team at Zm Financial Systems.

The ideal candidate will have excellent attention to detail, problem-solving skills, and strong written and verbal communication skills.

The role involves working with internal functions to identify and resolve issues causing unbilled and aged Accounts Receivable, producing reports to improve line of sight by the Sales function to issuer-related issues, and preparing presentations to participate in projects passionate about improving customer relationships, regulatory compliance, and operational improvement.

The successful candidate will provide support that improves the customer experience and ensures the Sales teams can focus on relevant customer-related activities. They will also work with Sales teams, GMO, Pricing, Billing, and Collections to resolve root causes and corrective actions for aged LOB.

Responsibilities include:

  • Entering invoice requests and handling inquiries regarding billing and other invoicing issues.
  • Preparing drafts of standard meeting materials and packages, including presentations, marketing collateral, published reports, and background notes.
  • Working with Legal to address customer requirements for post-handover deal-related documentation.
  • Maintaining key defined customer data and information in Salesforce to improve the Sales teams' engagement with customers.
  • Identifying, recommending, and implementing opportunities to improve MIS commercial processes and Salesforce data quality to enhance the issuer experience.


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