Position purpose The Sales Operations Coordinator is accountable for ensuring the Sales Team and Finance team have the appropriate information and support to ensure a positive customer experience, while managing and further enhancing the accuracy and workflow of our current accounts receivable processes. This role will be centred around Sales Force (IKE’s CRM and Quoting software). Sales Force, as an essential business system, we require someone to take ownership over the quoting process and the data integrity of the system and ensuring the delivering and timely invoicing of orders. This requires a team player and someone with strong communication skills as they assist the sales team to go fast and transact efficiently while ensuring appropriate processes are followed and accuracy is maintained through to the finance and operational teams. Having someone who brings critical thinking skills and can identify operational performance improvements. The successful person in the role will not just be acting as a check but will have the opportunity to make a difference to the organisation by identify gaps or weaknesses and assist building/amending business processes to ensure accuracy and efficiency. In addition to this, this position will manage sales KPI reporting and assist across functions to ensure customer contract data is recorded accurately. Position location The position will be located within the finance team in Broomfield Colorado Strategic context :- The Sales Operations Coordinator is responsible for a smooth quote to cash process at IKE. Key responsibilities & Expected Outcomes :- Customer Order Management :- Day to day maintenance within Salesforce of sales orders, quotes, contact details, contracts, and data. Ensure and support sales team members accurately follow quote/contract processes and trouble shoot with them. Ensure new customer onboarding is accurate, complete and appropriate documentation is maintained. Work alongside the finance team to report and manage product subscription renewals, invoice customers when required, develop and improve business systems and processes. Work with the sales and production teams to support the quote to cash process Help manage the product and pricing controls of the business. Work with our Salesforce administrative specialist to maintain Salesforce functionality. Provide Salesforce.com training and compliance guidance to the sales and leadership teams to capture accurate documentation, including throughout the customer contracting process Manage Salesforce reporting for the sales team and assist finance reporting when required. Assist with monthly reporting as required Assist with ad hoc requests from other business areas and customers Develop Power BI Business Intelligence metrics (Or similar) and reporting dashboards Skills in Excel required Experience using Salesforce Experience using Power BI software a plus Experience working within an organizations accounts receivable (quote to cash) process and supporting sales teams. Experience reviewing contracts or sales tax experience is a plus Must be a team player who is willing to help others Enjoys working in a growth organization Someone who can work in a dynamic environment and can adapt to business system and customer requirement changes. Sales Reporting Key relationships Finance teams in both US and New Zealand Sales team Support team Competencies:- Competency Demonstrated by Self-management Effectively plans and organize work to achieve desired outcomes; proactive, remains focused, takes action to overcome obstacles and follows through to completion with little or no supervision. Integrity Is fair, open, honest and consistent in behaviour and can be relied upon and generates confidence in others through professional and ethical behaviour Relationship building Builds and maintains positive and productive working relationships and networks both internally and externally as required. Capable and willing to mentor and guide peers and others in their grow to ensure consistency and maintainability of the product range. Organisation :- Able to organize own work and priorities and balance these against business needs. Persuading and influencing Gains the co-operation of others by seeking their points of view; understands differing views and identifies points of agreement; negotiates solutions to meet the objectives of all parties where possible; confidently advocates a preferred project approach team which allows others to be convinced. Communication :- Excellent communicator able to adjust to the appropriate levels and avenues of communication at the appropriate time to ensure that everyone is up to date on development. Adept at keeping communication lines open Selection criteria – essential Sales Operations Coordinator Requirements: Delegated Authority: None