Job Description
Sales Operations Specialist with 2+ years of experience in client-facing roles, strong documentation skills (PowerPoint, Word, Excel), and knowledge of Salesforce. Must have excellent communication and presentation skills, strong analytical and problem-solving abilities. Previous experience in fintech and knowledge of Italian are preferred.
Good To Have:
- Fintech experience
- Italian language
- Presentation skills
- Problem-solving
Must Have:
- Client-facing role
- Documentation skills
- Salesforce knowledge
- Analytical skills
THE ROLE
The Sales Operations Specialist helps the business development process to develop and shape complex and challenging initiatives to bring offers for our financial services clients. Working directly with LIST senior management and potential clients, the Specialist supports all aspects of the business development process from a back-office point of view through proposal development and contract delivery.
Your Responsibilities
- Attend meetings with business development team, synthesizing and documenting client needs/requirements, and support the sales process moving forward.
- Actively participate the proposal creation process, collaborating with a various teams to interpret client requirements, develop a response, and distinguish LIST in the marketplace.
- Understand LIST offerings, expertise, and abilities, enabling proper positioning in proposal documents. His tasks will require the preparation of sales documents, dealing with the drafting of offers for customers.
- Assemble business cases for the business development team to support their proposals.
- Present proposals to customers alongside members of the business development team.
- Ensure that all necessary opportunity data is maintained in Salesforce on a timely basis and create ad hoc reports for management.
- May coordinate with Finance to provide the necessary administrative information related to contracts.
Your skills, experience, and qualifications
- Bachelor’s Degree, ideally in Business Administration, Finance/Economics, or a related field.
- At least years’ experience working in a client/customer facing role or a consultative sales position.
- Good knowledge of English and Italian
- European work permit
- Strong documentation preparation skills (e.g., PowerPoint, Word, Excel.)
- Previous experience in fintech preferred.
- Previous experience of knowledge of Salesforce a plus.
- Strong organizational skills with attention to detail. Ability to multi-task and assess priorities with excellent time management. Ability to both work on your own and with others at all levels.
- Ability to apply a logical and analytical approach to problem solving.
- Flexible and adaptive, can cope with priorities changing.
- Available for occasional moderate travel.
Important notes:
According to the Italian Law (L.68/99) please note that candidates from the disability list will be given priority.
Due to the high volume of applications, only those candidates that meet the required criteria for selection will be contacted.
We will only consider direct applications. CVs received via recruitment agencies will not be accepted.
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