Key Responsibilities
1. Account Handover Management
- Streamline and maintain the account handover process between Field/Mid-Market Business Development (BD), Customer Success Managers (CSMs), and Account Managers (AMs).
- Conduct quality checks to ensure smooth execution of account transitions.
- Maintain and update account handover documentation and workflows.
2. Sales Incentives Management
- Perform data cleansing and analysis to support the design and execution of sales incentive programs for the SME team.
- Communicate incentive structures and updates to Field/Mid Market Account Executives (AEs).
- Monitor and report on the effectiveness of incentive programs.
3. Incentives Design and Documentation
- Develop and maintain streamlined documentation for incentive schemes to ensure clear communication across teams.
- Collaborate with cross-functional teams to design and implement incentive programs that align with business goals.
4. Client-Facing Materials Preparation
- Prepare and update client-facing materials, including presentations, proposals, and reports, to support the sales team.
Qualifications
- Bachelor's degree or higher from a reputable university.
- 7+ years of experience in sales operations, revenue operations, or a related field.
- Experience in a large-scale technology or financial services company is highly preferred.
Skills
- Strong analytical and data analysis skills, with proficiency in tools such as Excel, SQL, or BI tools (e.g., Tableau, Power BI).
- Excellent communication and collaboration skills, with the ability to work effectively across teams.
- Detail-oriented with strong organizational and project management skills.
- Familiarity with CRM systems (e.g., Salesforce) and sales enablement tools.
