Sales Operations Assistant

Position Summary:

This role reports to and works very closely with the Vice President Risk Engineering Services and all Client/Account Executives domestically and internationally. The Sales Operations Assistant must provide superior client service by identifying client and prospect needs in support of CE's and AE's and following through to completion while keeping all parties informed throughout the process.

Responsibilities:

Responsible for generating reports from Proposal Log/CRM - Bowler, Significant Wins, YTD Bookings Data, Project Services, Arc Flash, and Accepted Sales for Marketing department.

Responsible for Prop Log/CRM sales data entries and updates

Responsible for Client Relationship Team Funnel data entries and updates

Responsible for CRM data entries of sales and account information

Responsible for Client Reference Log data entries and updates

Support account managers in initiating and completing request for request for proposals (RFP), presentations, and stewardship reports

EDA entry and GRIPPS setup (new, renewal, carryover)

Prepare contract/ Addendum/ Appendix A

Support TNE billing, tracking, and invoice requests

Maintain internal communication documents

Update and keep track of various sales/ account management documents

Assist in the development and proofreading of GRC client and external Presentations/ Proposals

Update/ Assist with Brand Refresh on Marketing Materials, Sample Reports, Sales Tools, etc.

Assist with Event planning and execution such as invitations, keeping tracks of RSVPs, and post event follow up.

Research companies and obtain info to support the sales process

Participate in various projects, as needed

All other administrative supports as needed

Understand GRC internal systems and applications

Education and Experience:

Bachelor's degree in Business/Management related field, or equivalent experience

CRM experience a plus

Specific Skills, Knowledge and Abilities:

Excellent computer skills in Excel, Word, PowerPoint, Paint/ Picture Manager, PDF

Excellent verbal and written communication skills

Ability to multi-tasked, prioritize, and manage time effectively

Ability to understand RFP requirements for preparation of pricing, proposal, and presentation documents

Motivated - energetic, proactive, creative self-starter, and a team player with integrity

Confident - able to take a task and complete using good judgment and sound reasoning

Accurate and attentive to details

Reliable - able to work independently and collaboratively

Excellent organizational skills

Competencies:

Fundamental competencies form the foundation for individual and organizational success in TUV SUD and apply to all employees and showcase behaviors aligned to TUV SUD values and culture cornerstones:

Communication

Collaboration

Customer Orientation

Learning Agility

Result Orientation

Personal attributes: Personal attributes as are a combination of mindset, attitude, and behaviors applicable to any TUV SUD employee.:

Assertiveness

Commitment

Empathy

Resilience

Interpersonal Skills: Interpersonal skills relate to skills used by a TUV SUD employee when interacting with others in order to get the job done:

Active Listening

Conflict Management

Cross-Cultural Communication Skills

Establishing Trust

Influencing

Knowledge Management

Language Skill

Negotiating

Networking

Presentation Skills

Delegation

Analytical: Ability Analytical abilities relate to the aptitude to see patterns, trends and information, thus drawing meaningful conclusions to help overall individual and organization productivity and success.

Decision Making

Out of the Box Thinking

Problem Solving

Solution Orientation

Transdisciplinary Thinking

Business-related: Skill Business-related skills are those that can enable a TUV SUD employee to fulfil business needs of their job.

Business Acumen

Consulting Skills

Cross Selling

Digital Literacy & Cybersecurity

Financial management

Project Management

Equal Opportunity Employer - Disability and Veteran

TUV SUD America, Inc. is an equal opportunity, affirmative action employer and considers qualified applicants for employment without regard to race, color, creed, religion, ancestry, marital status, genetics, national origin, sex, sexual orientation, gender identity and expression, age, physical or mental disability, veteran status and those laws, directives, and regulations of Federal, State, and Local governing bodies or agencies. We participate in the E-Verify Employment Verification Program.

For more information on applicable equal employment regulations, please refer to the following: Labor Law 2024

Full time / permanent

hybrid

Brecksville

United States

Other Target Groups

Professionals 0 - 2 years of experience

141400