Operations and Strategy
?The Role / Responsibilities:
As part of the global Operations & Strategy team, Operations Analysts (OA) are the firm’s Sales Contract Specialists. You will work with a dedicated sales team and contribute to business development objectives by managing the contracting process from start to finish. The OA is responsible for drafting & tailoring each contract, ensuring that the terms and license parameters meet the needs of the client and sales team while also complying with organizational standards and protocol. This role works closely with many internal stakeholders including Sales, Legal, Finance, and Administration. Successful OAs are detail-oriented and self-motivated, have excellent communication skills, and demonstrate exceptional multitasking ability under tight deadlines. Candidates must have strong organizational skills and be both process- and results-oriented.
- Manage the end-to-end process for renewals and new business, supporting a dedicated team of sales representatives and acting as the primary point of contact for contract drafting, negotiation, and execution processes.
- Draft sales contracts in accordance with internal policies and best practices while evaluating both business and client needs and making recommendations to sales representatives. Exercise judgment throughout the contract drafting & negotiation process to resolve issues and ensure compliance with Sarbanes-Oxley controls.
- Analyze account information, license parameters, and contract terms with extreme attention to detail in order to support the sales team with proposals for pricing and contractual requirements.
- Complete primary review of and validate all executed contracts, confirming compliance with internal policies and best practices. Ensure all information required for order submission is documented and accurate.
- Facilitate any subsequent changes or adjustments requested by Sales or Client and use discretion in determining course of action.
- Lead collaboration with Finance, Legal, Billing plus other stakeholders to review complex contracts to define specific deliverables, terms, or other contractual elements related to new sales.
- Maintain accurate client data throughout CRM and different systems, ensure pricing and allocations are correct, and document pertinent transaction details. Ensure consistency and accuracy for all stages of the sales cycle.
- Ensure internal and external client queries are fully resolved in a timely fashion with a high level of satisfaction.
Undergraduate/first-level degree (e.g., Bachelor’s degree) in finance, business administration, information systems, management, or other relevant area.
Minimum 2 years prior experience working in an administrative, customer service, finance, legal or sales support role, preferably with a sales- or contract-related function, supporting the quote-to-cash process
Highly organized, with the ability to multitask and prioritize in a fast-paced, deadline-driven environment
Strong teamwork and customer service orientation. Highly responsive and proactive in issue identification, communication, and managing expectations.
Highly motivated and results-driven.
Excellent verbal and written communication and interpersonal skills; ability to build relationships.
Demonstrates good judgment in problem-solving and issue escalation.
Highly proficient in Microsoft Word, Outlook, Excel and PowerPoint.
Experience working with Salesforce CRM and/or Apttus is strongly desired.
Fluency in English (spoken & written) is essential. For EMEA-based positions, Mandarin language skill would be advantageous.