insightsoftware is hiring a Sales Operations Analyst to join our team in Bengaluru. In this role, you will coordinate information flow across groups to facilitate the deal process, ensure compliance with policies, act as a point of contact for commercial contracting, and validate customer quotes.

What You'll Do

Coordinate the flow of information across multiple groups, such as Sales, Professional Services, Legal, Revenue Accounting, and Operations to facilitate the deal process.
Ensure that the execution of the deal review and approval process follows company policies and guidelines.
Act as principal point of contact between sales, customers, and legal for providing guidance related to the company’s commercial contracting requirements and processes.
Validate and accurately approve customer quotes via various channels, including email, sales quotations and online portals through order management systems.
Monitor status of deal review to ensure timely acceptance. Proactively communicate with sales representatives regarding delays or issues.
Advise and educate sales teams and other internal stakeholders on business policies and processes and provide ongoing guidance and coordination throughout contract lifecycle.
Work with the Enterprise Data team to adhere to data quality policies, such as consolidating duplicate accounts, updating customer information and taxable status.
Maintain accurate and up-to-date documentation to keep track of changes/updates to orders with relevant approvals per policy.
Lead or participate in projects to improve internal processes and build for scale.
Take on special projects, additional tasks and responsibilities as needed, which includes covering for team members’ absence.

What We're Looking For

5+ years of deal desk, contract review and/or order to cash experience
Bachelor’s degree in finance, accounting or related field
High proficiency in computer software programs (Excel and Word)
Knowledge of generally accepted accounting and bookkeeping principles and procedures
Proven ability to work efficiently with minimal supervision

Nice to Have

Salesforce CPQ experience strongly preferred
Software/SaaS billing experience preferred
Multi-lingual always a plus

Technical Stack

Excel
Word
Salesforce CPQ
Order management systems

Work Mode

This is a local position based in our Bengaluru, India office.

At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.