Sales & Order Operations Specialist

1 Month ago • 2 Years + • Sales

Job Summary

Job Description

The Sales & Order Operations Specialist I is responsible for managing the end-to-end process for renewals and new sales. This role supports sales cycles and business objectives by performing duties for department managers and acting as a primary point of contact for internal and external customers. Key responsibilities include preparing, reviewing, and processing sales orders, coordinating with sales teams and customers on proposals and licensing, administering renewals within the CRM, and ensuring order accuracy and compliance with company policies. The role also involves auditing work, resolving customer issues, and maintaining CRM data.
Must have:
  • Bachelor’s degree in business or accounting
  • Minimum 18 months experience in sales operations, finance, or legal support
  • Advanced English language proficiency
  • Strong teamwork and customer service orientation
  • Excellent verbal and written communication skills
  • Ability to build strong relationships
  • Good judgment in problem-solving
  • Ability to handle confidential information
  • Working knowledge of CRM systems
  • Organized and detail-oriented
  • Ability to multitask and prioritize
  • Working knowledge of PowerPoint and Excel
Good to have:
  • Experience in a corporate setting
  • Knowledge of Quote to Cash scenarios
  • Comfortable dealing with large data and creating reports
  • Extended hours required at end of quarter
  • Highly motivated and results driven
  • Copes effectively with complexity and change

Job Details

 Requisition #: 17108 

 

Our Mission: Powering Innovation That Drives Human Advancement  

 

When visionary companies need to know how their world-changing ideas will perform, they close the gap between design and reality with Ansys simulation. For more than 50 years, Ansys software has enabled innovators across industries to push boundaries by using the predictive power of simulation. From sustainable transportation to advanced semiconductors, from satellite systems to life-saving medical devices, the next great leaps in human advancement will be powered by Ansys. 

 

Innovate With Ansys, Power Your Career.  

 

Summary / Role Purpose

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. This role requires knowledge and accurate execution of company policies and procedures.

 

Key Duties and Responsibilities

  • Participate in New Employee Onboarding program
    • 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
    • Expected to actively ask questions, and develop scalable and repeatable processes for success
  • Sales Cycle and Related Workflow Responsibilities
    • Coordinate with the Sales Team and the customer(s) with the preparation of quotation proposals, legal forms, and licensing requests. Reviews quotations for completeness and in accordance with GAAP, accuracy and adherence to company policy for new and renewal sales efforts
    • Partnering with a assigned group of Account Managers, prepare, review, process and expedite sales orders and related workflow and services
    • Act as a contact for ANSYS customer needs; responding to questions on order status, account issues; license configuration etc. for all new and renewal software orders.
    • 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.
    • Involve appropriate customers and internal groups (Account Managers, Sales Operations, Finance, Legal, Business Operations etc.) to assure timely submission and processing of revenue
    • Research and understand historical accounts, product order history, discounting and/or special pricing situations to help with quote proposal generation as needed
    • Perform audit of own work to ensure conformance with established procedures
    • 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. Verifies order entry for completeness.
    • Request peer reviews to ensure accuracy
    • Meet regularly with account managers to review opportunities and plan for end of quarter activity; meet with direct Supervisor or Manager to help prioritize objectives. 
    • Coordinate with technical staff to resolve Portal access problems & license installation issues
  • Support account administration activities including completion of supplier Corporate Data forms, prepare and distribute License and ASC changes, Name change form, Transfers and Assignments including securing required approvals and submit required paperwork to Business Operations.
  • In accordance with current policies, create temporary and evaluation license keys appropriate for distribution to prospects and customers.
  • Provide sales support to all levels of Sales, which includes providing administrative support for reconciling actual revenues to forecast and plan as well as helping new Account Managers with training on the proper paperwork and protocol for sales order processing
  • Involvement in CRM Data maintenance and administration
    • Update existing CRM records with current information, which may include updating pricing and products for existing renewal opportunities, removing duplicate entries, account reassignments, logging notes, or other activities as directed
  • May also perform other administrative duties as assigned by their Manager.

 

Minimum Education/Certification Requirements and Experience

  • Bachelor’s degree in business or accounting or related field
  • Minimum of 18 months of experience in a sales operations ,sales support, finance or legal support role, customer service environment or similar position in a corporate setting.
  • Advanced English language proficiency (able to read, write and speak in business environment)
  • Strong teamwork and customer service oriented
  • Extended hours required at end of quarter
  • Highly motivated and results driven; copes effectively with complexity and change
  • Excellent verbal and written communication and interpersonal skills
  • Ability to build strong relationships
  • Demonstrates good judgement in problem solving and issue escalation
  • Ability to handle confidential information
  • Working knowledge of CRM systems and knowledge of Quote to Cash scenarios including Quotation preparation
  • Must be organized and detail oriented
  • Ability to multitask and prioritize in a fast paced, deadline-driven environment
  • Working knowledge of presentation and spreadsheet software, such as Microsoft PowerPoint and Excel
  • Comfortable in dealing with large data and creating reports

 

 

At Ansys, we know that changing the world takes vision, skill, and each other. We fuel new ideas, build relationships, and help each other realize our greatest potential. We are ONE Ansys. We operate on three key components: our commitments to stakeholders, our values that guide how we work together, and our actions to deliver results. As ONE Ansys, we are powering innovation that drives human advancement

 

Our Commitments:

  • Amaze with innovative products and solutions
  • Make our customers incredibly successful
  • Act with integrity
  • Ensure employees thrive and shareholders prosper

Our Values:

  • Adaptability: Be open, welcome what’s next
  • Courage: Be courageous, move forward passionately
  • Generosity: Be generous, share, listen, serve
  • Authenticity: Be you, make us stronger

Our Actions:

  • We commit to audacious goals
  • We work seamlessly as a team
  • We demonstrate mastery
  • We deliver outstanding results

 

VALUES IN ACTION

Ansys is committed to powering the people who power human advancement. We believe in creating and nurturing a workplace that supports and welcomes people of all backgrounds; encouraging them to bring their talents and experience to a workplace where they are valued and can thrive.  

 

Our culture is grounded in our four core values of adaptability, courage, generosity, and authenticity. Through our behaviors and actions, these values foster higher team performance and greater innovation for our customers.  

 

We’re proud to offer programs, available to all employees, to further impact innovation and business outcomes, such as employee networks and learning communities that inform solutions for our globally minded customer base. 


WELCOME WHAT’S NEXT IN YOUR CAREER AT ANSYS

At Ansys, you will find yourself among the sharpest minds and most visionary leaders across the globe. Collectively, we strive to change the world with innovative technology and transformational solutions. With a prestigious reputation in working with well-known, world-class companies, standards at Ansys are high — met by those willing to rise to the occasion and meet those challenges head on. Our team is passionate about pushing the limits of world-class simulation technology, empowering our customers to turn their design concepts into successful, innovative products faster and at a lower cost. Ready to feel inspired? Check out some of our recent customer stories, here and here.

 

At Ansys, it’s about the learning, the discovery, and the collaboration. It’s about the “what’s next” as much as the “mission accomplished.” And it’s about the melding of disciplined intellect with strategic direction and results that have, can, and do impact real people in real ways. All this is forged within a working environment built on respect, autonomy, and ethics.
 

CREATING A PLACE WE’RE PROUD TO BE 
Ansys is an S&P 500 company and a member of the NASDAQ-100. We are proud to have been recognized for the following more recent awards, although our list goes on: Newsweek’s Most Loved Workplace globally and in the U.S., Gold Stevie Award Winner, America’s Most Responsible Companies, Fast Company World Changing Ideas, Great Place to Work Certified (China, Greece, France, India, Japan, Korea, Spain, Sweden, Taiwan, and U.K.).

 
For more information, please visit us at www.ansys.com
 

Ansys is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other protected characteristics.
 
Ansys does not accept unsolicited referrals for vacancies, and any unsolicited referral will become the property of Ansys. Upon hire, no fee will be owed to the agency, person, or entity.

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About The Company

Stay safe from recruitment fraud! We are aware of scams targeting Ansys and other companies that involve individuals posing as employees to illegitimately conduct interviews and extend false employment offers and payments to gain access to candidates’ sensitive personal and financial information. All Ansys job applicants are required to apply for open roles on careers.ansys.com. While virtual interviews may be conducted as a part of our interview process, Ansys does not make job offers without a thorough interview process. Ansys also will never ask for an applicant’s social security number before they have accepted an offer or ask for payment from an applicant. Ansys assumes no liability for recruitment fraud. We advise that all job seekers take steps to educate themselves on fraudulent practices, so they do not become victims of scams. Learn more via the Federal Trade Commission. Ansys is proud to be an equal opportunity workplace and is an affirmative action employer. At Ansys, we are committed to making our careers website accessible and usable for individuals with disabilities. If you need a reasonable accommodation to apply for or interview for Ansys jobs, please email talentacquisition@ansys.com.

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