Analyze all outgoing and incoming paperwork such as purchase orders and license contracts for compliance and accuracy, determine and administer revenue and support splits, ensure all internal approvals are secured.
Perform audit of own work to ensure conformance with established procedures.
Research and understand historical accounts, product order history, discounting and/or special pricing situations to help with quote proposal generation as needed.
Involve appropriate customers and internal groups (Account Managers, Sales Operations, Inside Sales, Finance, Legal, Business Operations etc.) to assure timely submission and processing of revenue.
Administers all renewal opportunities within the CRM including revenue reconciliation activities creating sales queries/reports to track opportunities, following up with customers and maintaining an accurate renewal forecast within the CRM.
Act as a contact for ANSYS customer needs responding to questions on order status, account issues license configuration etc.
Partnering with an assigned group of Account Managers, prepare, review, process and expedite sales orders and related workflow and services.
Reviews quotations for completeness and in accordance with GAAP, accuracy and adherence to company policy for new and renewal sales efforts
Coordinate with the Sales Team and the customer(s) with the preparation of quotation proposals, legal forms, and licensing requests.
Sales Cycle and Related Workflow Responsibilities.
Expected to actively ask questions, and develop scalable and repeatable processes for success.
Meet with various members of the Sales & Order Operations team and other internal departments to train on procedure and policies consists of self-guided trainings, 1:1 live and recorded sessions including demonstrations and presentations track progress with Supervisor or Manager.
Participate in New Employee Onboarding program.
This role requires knowledge and accurate execution of company policies and procedures. The Sales & Order Operations Specialist I is an integral member of the team, responsible for managing the end-to-end process for renewal and new sales, performing duties for department managers, partnering with an assigned team of account managers to support sales cycle and business objectives, and acts as primary point of contact for internal and external customers.