Senior Sales Operations Specialist

• Oct 2020 - Present

Sales Operations Administrator

• May 2018 - Oct 2020

Sales Operations: • Responsible for all administrative aspects of the sales operations including triaging sales inquiries, order and license processing management, accounts receivable, and channel partner support for a software development company • Managed the order processing and billing for software, services, and hardware including sales order review, quote and invoice processing • Processed and managed the software license requests for on-premise, Subscription and SaaS solution • Assisted in the structuring, approval, and closure of complex licenses sales collaborating with legal, finance, and customer operations • Worked in the transition process from selling on-premise/perpetual licensing to a SaaS model which involved restructuring billing, licensing and accounts receivables procedures • Responsible for the software renewal and upsell processes • Daily cash posting of checks and wires payments, cash application of partners and customers invoices, preparation of batch orders, and updating cash reports • Performed collection activities on overdue accounts and reduced past due invoices by an average of 35% annually • Handled and resolved channel concerns and questions, providing appropriate solutions to our partners and customers • Worked cross-functionally with all departments within the company including Technology, Marketing, Customer Service, Finance and Business Development to improve, develop, implement and manage new and existing internal sales processes • Generated reports for the sales department for tracking results, forecast, and pipelines utilizing a suite of reporting tools, Sales CRMs and Payments’ Internal Systems • Provided support to the sales teams on a day-to-day basis with answers to ad hoc questions and general operations support • Upon company acquisition, worked closely with CFO and CTO to streamline processes between merged organizations and systems Show less

Cyber Security Sales Analyst

• Feb 2017 - May 2018

• Responsible for the sales operation’s management • Effectively improved existing VAR (Value Added Reseller) process by negotiating 40% discount with vendors, increasing profitability for the company’s software and hardware sales in the marketplace • Wrote detailed quotes for new and repeat customers • Prepared proposal drafts ensuring content meets clients’ requirements for internal and legal standards • Worked in the creation and management of the CRM Sales Dashboard for tracking results • Managed the sales team’s commissions, expense calculations, and reports • Worked in the project management of business operations to establish a baseline for actions and operational changes • Developed and enhanced process documentation, checklists and quality assurance procedures to ensure sustainable, repeatable and high-quality results • Created both standard and customized reports • Assisted channel partners with contracts, deal registrations and follow-up • Provided sales operations support to customers and partners • Produced monthly sales forecast providing accurate sales data • Managed the registration, reporting and control of sales processes via Microsoft Dynamics CRM • Responsible for the company’s Cybersecurity Online Live Chat, answering inquiries and questions from clients and visitors interested in cybersecurity solutions Show less

Sales Administrative Analyst

• Jan 2016 - Feb 2017

• Negotiate prices, terms of sale, and service agreements • Built relationships with suppliers and clients by acting as liaison between the customer service and sales teams • Increased 30% of the revenue by adding new services to the company’s portfolio • Addressed customer questions and concerns regarding products, prices, services and availability • Created comprehensive documentation for the sales operation process • Negotiated prices and rates with international suppliers • Wrote detailed proposals and quotations for new and repeat customer transactions • Prepared weekly and monthly reports for company-wide distribution, as well as targeted weekly reports to sales management on rep performance • Managed the registration, reporting and control of the sales processes via Microsoft Dynamics CRM Show less

Sales Administrative Associate

• May 2011 - Mar 2012

• Managed all order processing and billing for software and services • Developed monthly sales reports for management on sales performance • Analyzed, rated and prepared quotes and proposals • Built Relationship with partners and customers • Provided sales opportunity management support for the Sales team including all aspects of the opportunity entry acting as point of control to ensure correct information of sales revenues is entered in the Microsoft Dynamics CRM • Managed all order processing and billing for software and services • Developed monthly sales reports for management on sales performance • Analyzed, rated and prepared quotes and proposals • Built Relationship with partners and customers • Provided sales opportunity management support for the Sales team including all aspects of the opportunity entry acting as point of control to ensure correct information of sales revenues is entered in the Microsoft Dynamics CRM

Sales Administrative Associate

• Apr 2009 - Feb 2011

• Responsible for the sales operation’s administration of the São Paulo branch office • Wrote up quotations and commercial proposals • Managed the scheduling of training and webcasts for the IT team • Generated weekly sales pipeline reports • Responsible for the maintenance of client portfolio • Acted as a liaison between partners and distributers to enhance product offerings price based on customers’ feedback and suggestions • Performed pre-sales and post-sales activities • Created and managed workflows, dashboards and reports in Microsoft Dynamics CRM Show less

Engineering Administrative Associate

• Jan 2007 - Feb 2009

• Managed and updated the registration of products and services in the logistics system • Monitored the progress of new production employees • Performed the implementation of the 5S program • Elaborated work instruction for the engineering department for quality, production and corrective and preventive action plans procedures • Responsible for the control of non-conformity of production and quality • Assisted the department of contracts to translate documents and contracts from English to Portuguese Show less