Demo

Operational Specialist

Pinnacle Group, Inc.
Indianapolis, IN Contractor
POSTED ON 1/8/2025
AVAILABLE BEFORE 2/6/2025

Title :Operation Analyst

Location –Remote

Duration -3 months


HM Note: We would be open to interviewing recent college graduates



Responsibilities -



  • Provide outstanding Quote-to-Cash support and guidance to help Account Executives execute Sales transactions.
  • Work with Sales, Revenue Recognition and Legal on deal execution and provide suggestions and assistance for contract negotiations or customer satisfaction issues.
  • Create and modify quotes as required.
  • Ensure compliance with all company policies and responsible for SOX compliance.
  • Train Sales and in particular less experienced AE’s and facilitate cross-training among the team.
  • Contributes ideas and innovations to improve upon existing systems, work processes and procedures.
  • Create and update internal departmental Policies.
  • Provide subject matter expertise on projects within Sales Operations.
  • Review submitted contract and order forms for completeness, accuracy, and conformance to Salesforce Order Acceptance policy.
  • Assist with onboarding of new team members.
  • Work with Sales and Collections to assist resolution to customer billing investigations and disputes.
  • Challenge legacy policies and procedures that complicate quote, order, invoice, credit, commissions, and revenue processing, understanding the flexibility for change, and formulating creative solutions or workarounds based on that analysis.
  • Share best practices with team members to enhance the quality and efficiency of support and contribute to the knowledge base.
  • Establish strong relationships with Sales, Renewals, Customer Support Managers, Collections, Adjustments, Compensation, Rev Rec., Legal, and other internal resources as appropriate.





Required Skills



  • Bachelors degree or equivalent combination of education and experience.
  • 0-2 years minimum customer order management, Operation, sales/customer support experience.
  • Contract structuring and Commission Calculation experience.


Preferred Skills



  • Demonstrated participation in process improvement initiatives and/or project management experience.
  • Excellent interpersonal skills; ability to articulate verbally and written, willingness to appropriately debate difficult issues; ability to think quickly.
  • Ability to excel in a fast growing/fast paced environment delivering accuracy while managing to deadlines where adaptability is imperative.
  • Ability to understand broader business and financial issues, juggle multiple projects and tasks, and to work with deadlines and in a fast paced environment.
  • Extreme attention to detail.
  • Ability to clearly articulate case resolutions and actions required by Account Executives.
  • Thrives in a team environment.
  • Able to use Microsoft suite of tools effectively.
  • Salesforce experience a plus.
  • Demonstrated initiative.
  • Ability to analyze problems quickly and seek out solutions to achieve optimum outcomes in case resolution.
  • Ability to work independently.

Salary : $23 - $27

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