Real Recruitment
Sales Operations Specialist
London
£35k – £40k/yr
Posted 12 days ago
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Sales Operations Executive
About the Role
The Sales Operations Executive is responsible for supporting the sales and operations functions through efficient management of:
- Quotations
- Orders
- Renewals
- Vendor relationships
- Customer communications
- Export administration
- Operational processes
The role acts as a central coordination point between:
- Customers
- Account managers
- Vendors
- Distributors
- Logistics providers
- Internal teams
To ensure exceptional customer service and operational excellence.
The Sales Operations Executive will support the full customer lifecycle, including:
- Quotation and procurement
- Delivery
- Renewals
- Licensing
- Returns management
Requires:
- Strong organisational skills
- Attention to detail
- Commercial awareness
- Ability to manage multiple priorities in a fast-paced technology environment
Salary & Location
- Salary: £35,000 - £40,000
- Location: Hybrid / 3 Days Office Based (New Malden, KT3)
Ideal Candidate
Candidates should have:
- 3+ years’ experience in sales support, sales operations, or client services
- Experience within an MSP, software reseller, or technology provider
- Strong commercial awareness
- Experience managing:
- Quotations
- Orders
- Renewals
- Excellent customer service skills
- Strong organisational and administration skills
- Experience with:
- Vendor relationships
- Pricing negotiations
- Knowledge of:
- Software licensing (advantageous)
- Exports and international shipping (advantageous)
- ISO 27001 and ISO 900 (advantageous)
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Key Responsibilities
Sales Operations & Customer Support
- Prepare customer quotations and proposals
- Convert quotations into sales orders and purchase orders
- Support Account Managers with pricing and vendor sourcing
- Maintain accurate:
- Customer records within CRM/ERP systems
- Opportunity records within CRM/ERP systems
- Process customer orders accurately and efficiently
- Provide proactive updates to customers throughout the order lifecycle
- Assist with customer onboarding activities
- Manage departmental inboxes and customer enquiries
- Book, manage, and conduct regular business and service reviews with clients to:
- Assess satisfaction
- Identify improvement areas
- Explore new opportunities
- Complete Due Diligence Security questionnaires
Renewals & Licensing
- Manage software and service renewals
- Ensure renewal quotations are issued 90 days before expiry
- Track renewal opportunities and follow up with customers
- Process:
- Licence amendments
- Reductions
- Cancellations
- Work closely with vendors
Vendor & Supplier Management
- Build relationships with vendors and distributors
- Source competitive pricing and availability
- Negotiate commercial terms where appropriate
- Ensure:
- Rebate eligibility
- Compliance requirements are met
- Support:
- Supplier onboarding
- Due diligence activities
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Export & Logistics Administration
- Prepare export documentation
- Manage:
- Duty calculations
- Landed cost estimates
- Support export compliance processes
- Coordinate:
- Courier bookings
- International shipments
- Liaise with:
- Freight forwarders
- Customs agents
- Process:
- Certificates of Origin
- Export documentation
- Manage:
- Delivery tracking
- Customer delivery updates
- Review:
- Freight invoices
- Delivery charges
Returns & RMA Management
- Manage customer return requests
- Coordinate RMA processes with vendors
- Arrange:
- Collections
- Replacements
- Track:
- Outstanding returns
- Credits
- Escalate:
- Delays
- Problematic returns
Reporting & Systems
- Produce:
- Sales reports
- Operational reports
- Maintain CRM and ERP data accuracy
- Monitor:
- Open orders
- Backorders
- Produce:
- Renewal forecasts
- Pipeline reports
- Support process improvement initiatives
- Assist with implementation and optimisation of operational systems
Systems
Experience with:
- Microsoft Dynamics
- Business Central
- CRM/ERP systems
- Excel
- Power BI
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Skills
Sales Support
Sales Operations
Client Services
Customer Service
Organisational Skills
Administration Skills
Vendor Management
Pricing Negotiations
Software Licensing
Export Compliance
Logistics Administration
CRM Systems
ERP Systems
Microsoft Dynamics
Excel
Power BI
Location