Reporting into the Sales Operations team, this position will support and co-ordinate the contract renewal process for Account Managers. Main duties for this role include contract maintenance and investigation, updating the CRM tool, data gathering, reporting, analysis and facilitating communication with internal and external stakeholders.
The position will be a key point of contact for the Account Manager with close interaction with Sales, Services, Legal and Finance teams to provide support and help facilitate best practices.
Act as a liaison between the internal departments including sales, finance and legal to support and facilitate the contract renewal process and related approvals for Account Managers.
Consolidate and analyze documents such as fees schedules, quotes, orders, invoices, contracts and master agreements.
Prepare communications regarding contract renewals and work with Account Managers to ensure customers are kept up to date on their contract status and important due dates.
Complete scheduled and ad-hoc reporting to identify maintenance renewal contract details.
Work closely with the Account Managers ensuring reports/processes provided to the sales team are relevant, actionable that help drive sales and/or retention.
Provide support to other Sales Analysts and participate in process improvement initiatives.
Work Experience and Qualifications:
Experience working with contracts, pricing, finance, order processing, legal processes.
Organized and able to manage multiple priorities in a fast-paced environment.
Experience working in a sales environment.
Strong analytical and problem solving skills.
Possess superior organizational and communication skills with the ability to work independently.
Experience working with Microsoft Dynamics CRM and/or Dynamics GP is an asset.
Good desktop computing skills with extensive experience using the Microsoft Office Suite.
Ability to coordinate and manage simultaneous date analysis requests of varying size and scope.
Experience with software industry is a plus.
Bachelor's Degree in business, finance, accounting or other relevant education Desire2Learn Incorporated - 10 months ago