Sales Operations Analyst
On site
Windsor, United Kingdom
Freelance
20-03-2025
Job Specifications
Job Summary -
This is a one (1) year maternity cover contract **
The Sales Operation Analyst will focus on supporting the Healthcare sales team to provide excellent service and drive the success of InterSystems’ customers and its partners. This position is important, acting as an interface between sales and the sales engineers, clinical executive, delivery, support and customer operations teams.
This role is primarily required to help develop the recently formed sales operations function for the UKI business and the management of the Regional Change Board (RCB). The RCB is where ISC UKI manages and tracks all customer change requests and is an important component of our Account Management process. Its successful administration is vital to the Customer’s Satisfaction score of our customer base.
Key Responsibilities
Include but not limited to:
Day-to-day Management of the RCB items by using the ‘UKI Change Board Process’ homepage held on the Atlassian Confluence system (Confluence)
Preparing the agenda and items for discussion at the weekly RCB Meeting
Record meetings and provide administration support for the Chair
Follow up on actions from the RCB meeting
Update Change Request Confluence pages
Linking Confluence RCB pages to company systems; iService (support), JIRA (product) and CRM (sales)
Host regular meetings with Account Managers and the relevant Subject Matter Experts (SME)
Track and support the processing of RCB items at all stages of the process
Host regular meetings with Account Managers and the relevant Subject Matter Expert (SME) to review the open change requests from their accounts
Working with the Sales Managers to support creation of Sales Quotation’s, follow up on Purchase Orders and Certificate of Acceptance for completed work from customers
Liaise with other departments across the business to ensure the smooth progress of customer change requests through the process
Present updates at the Scotland, England & Ireland Account Monthly Account Planning Meetings
Provide MI to the Management Team on the status of customer change requests
Review related quotation and CCN documentation to ensure correct format and templates are used and issued to the customers
Update company systems; iService (support), JIRA (product) and CRM (sales)
Manage the internal approval process
Liaise with Customer Operations to support invoicing
Manage the Commercial Arrangements iService Tickets – this involves replying to the customer via canned text while liaising with the Sales Managers General:
Provide training on the UKI RCB Process
Review the process and work with relevant departments to make improvements to the process
Schedule Quarterly/ Half yearly ‘Enhancement Request’ Deep dive sessions on key Accounts to review all open support tickets with the invoicing and recharging of project costs including reconciliation and raising purchase orders
Job Requirements:
Ideally, knowledge of Atlassian Confluence
Strong Interpersonal skills
Proactive behaviour to learn about our technology and the competitive landscape
Team player
Experience in customer support, customer service, and/or a sales role
Track record of supporting a sales function, preferably in the technology industry
Experience working with and developing business with VARs a plus
Excellent telephone and email communication
Strong presentation and interpersonal skills
Bachelor’s degree preferred
About InterSystems
InterSystems, a creative data technology provider, delivers a unified foundation for next-generation applications for healthcare, finance, manufacturing, and supply chain customers in more than 80 countries. Our data platforms solve interoperability, speed, and scalability problems for large organizations around the globe to unlock the power of data and allow people to perceive data in imaginative ways. Established in 1978, InterSystems is committed to excellence through its 24×7 support for customers and partners around the world. Privately held and headquartered in Boston, Massachusetts, InterSystems has 38 offices in 28 countries worldwide. For more information, please visit InterSystems.com.
About the Company
InterSystems, a creative data technology provider, delivers a unified foundation for next-generation applications for healthcare, finance, manufacturing, and supply chain customers in more than 80 countries. Our data platforms solve interoperability, speed, and scalability problems for large organizations around the globe to unlock the power of data and allow people to perceive data in imaginative ways. Established in 1978, InterSystems is committed to excellence through its 24×7 support for customers and partners around the... Know more
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