Sales Operations Specialist

Are you passionate about driving efficiency and supporting business activities in the dynamic world of technology solutions and services?

Direct Experts (DEX) is seeking a Sales Operations Specialist to join our fast-growing team! If you detail-oriented with a customer-centric approach, and thrive in a collaborative environment, we want to hear from you!

DEX is a family-feel integration company that is under constant growth. Our team provides services of design, implementation, and support of large-scale Cloud and IT solutions to many businesses in Israel and abroad, while collaborating with different Vendors such as Microsoft. The company supplies comprehensive solutions for complex Cloud and IT environments: Azure, Hybrid, On Premise, etc.

We are looking for a people-oriented person who is a team player to join our truly special family.

Job description

As a Sales Operations Specialist at Direct Experts (DEX), you will play a pivotal role in supporting our customers, their account managers and our finance team to ensure smooth operations within our business and commercial functions. Your responsibilities will include processing orders and invoices, updating the CRM and additional internal systems, along with managing subscriptions for our valued customers. The sales operations team at DEX manages the data integrity and accuracy in the company’s information systems.

Key Responsibilities

•        Collaborate closely with account managers to support their administrative tasks and facilitate customer requests on an operational level.

•        Process purchase orders, invoices, and manage subscription requests with a keen eye for detail and accuracy.

•        Maintain and update CRM and internal systems to ensure data integrity and workflow efficiency.

•        Act as a primary point of contact for customers regarding subscription management, billing inquiries, and ordering requests.

•        Proactively identify areas for process improvement and contribute to the optimization of sales operations procedures. Work closely with CRM Administrator to improve processes.

•        Work with the team to ensure all payments and POs are on track.

•        Collaborate with the finance department to ensure timely billing, and identify potential billing issues in advance.

•        Alert account managers regarding urgent issues and update them on order status and delivery details so they can keep customers informed.

•        Coordinate with customers to ensure submission of purchase orders and escalate payment issues.

•        Distribute weekly sales activity reports to the relevant team members.

•        Maintain updated price lists and reference documentation for the sales team.

•        Operate special requests from vendors for specific deals such as: special pricing, deal registration, funding requests.

We are looking for a someone with personal qualities such as:

·     Good communications and interpersonal skills.

·     Details-oriented, process-oriented, independent, and self-motivated, that loves working with a strong team.

·     Dedication to providing top-notch service to our clients.

·     Excellent communication and interpersonal skills, with a customer-centric mindset.

·     A team player.

·     Smile approach.

·     Ability to Work under pressure.

Professional requirements

Must

·     1-2 years of experience in a similar role, preferably within the technology or software-as-a-service (SaaS) industry with a B2B sales team.

·     Proficiency in SAP/ ERP/Priority as well as CRM systems and Microsoft Office Suite.

·     Strong organizational skills with the ability to prioritize tasks and meet deadlines in a fast-paced environment.

·     Excellent administrative and record-keeping skills

·     Bachelor's degree in Business Administration, Finance, or related field preferred.

·     High level English – reading, writing, speaking.

Advantage

·     Proficiency in SAP Business One/ experience with subscription management tools.  

·     Experience working directly with customers and delivering exceptional proven results.

·     Recommendations from previously supported account managers in the B2B space.  

Join our dynamic team and become a part of a growing company that values innovation, customer satisfaction, and personal growth.