Channel Operations Analyst - Leads
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As a member of the Channel Sales Team, the Channel Operations Analyst - Leads will be responsible for supporting the lead management needs of our VAR Partners and the Channel Sales Team. The lead registration process is a strategic channel initiative and requires management in accordance with our Rules of Engagement.
Lead Management:
- Primary responsibility for the manual deduping of leads not approved by our automated processes
- Approving / rejecting leads where appropriate as defined by our Rules of Engagement
- Requesting / securing leads for partners wherever possible
- Conflict resolution
- Status reporting on lead approvals, pending approvals and other dispositions
Additional Responsibilities:
- Work closely with our VAR Partners, Channel Sales and Finance for efficient order processing and fulfillment
- Audit and process orders for VAR program renewals
- Audit orders for both new VAR customers and their subsequent renewals
- Serve as the liaison between our VAR Partners and Finance for issues around customer self-provisioned add-ons, invoicing questions, and order changes.
- Work with Finance on outstanding VAR Partner AR and payables
- Work with Channel Team to resolve open operational issues
- Work closely with Sales Operations Team to identify and resolve order processing issues
- Assist with Channel Sales reporting and reconciliation
- Work closely with Sales Operations and Partner Enablement Teams to ensure proper tools are in place to help partners understand the sales order process
- Assist Partners in understanding sales order process
- Support month and quarter end closes
- Develop strong, positive relationships with Channel Partners, internal teams and customers
- Assist with SFDC re-assignments associated with Channel Executive / Partner changes
- Work with Sage Intacct Partner Services to facilitate NPS surveys
- Maintain VAR partner contact records in SFDC
- Special projects as determined by the VP Channel Sales
Requirements:
- Bachelor's degree in business, finance or related field preferred
- 0-2 years of experience in channel sales, sales operations, order management, business operations - preferred
- Experience working with Channel Partners - preferred
- Prior experience working for a cloud business software application company is highly desired
- Prior experience with CRM systems; Salesforce is highly desired
- Strong leadership, analytical, reporting and technical skills
- Ability to work independently and cross functionally
- Strong interpersonal and exceptional problem-solving skills
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