Who We Are CBORD and Transact have come together as industry leaders in integrated technology solutions powering housing access foodservice nutrition eCommerce card systems and innovative payment mobile credential and commerce solutions Our technology supports K-12 and higher education healthcare senior living and business campuses creating connected campus experiences that simplify operations and enhance lives With a mobile-centric ecosystem and partnerships with over 1 750 institutions we are dedicated to improving the student experience across all aspects of campus life We are currently searching for qualified candidates for Associate Sales Operations Analyst Please see the details for the position below Title Associate Sales Operations Analyst Location Remote Chennai As an Associate Sales Operations Analyst you will be responsible for providing operational analytical and quality support services to Consulting Operations Sales and Support teams Specific responsibilities will include Strong understanding of Transact business at a detailed level This includes products what they do and how they interact with other products to form a complete system Create review and reconcile sales orders to ensure accuracy between the client purchase order s and contractual agreement s Support the development of metrics to measure analyze and recommend improvement strategies on operational processes to include productivity models resource allocation models metrics and measures Present findings to Transact Operations Management regarding key activities trends and measures affecting this business and our clients Provide process and reporting analysis to support the management team in decision making Create and maintain client facing quotes and sales orders using Microsoft Dynamics Client Relationship Management CRM Determine how the product service will be delivered by Consulting Support or third-party vendor and confirm when the product service has been completed This requires analysis of all fulfillment systems Microsoft Dynamics 365 for Finance and Operations Aid the Consulting team to determine proper product pricing and provide information regarding sales details This includes preparation of Project Change Requests PCR for delivery to clients Prepare weekly and monthly invoicing files from Concur and Go Sign Me Up for manual invoice creation within Finance and Operations as well as process all invoicing relating to completed projects and sales orders within Finance and Operations Act as a liaison with the Accounting department to resolve any invoicing and revenue related questions Research client disputes and provide necessary backup to support invoicing Provide reporting to Consulting management to determine profitability project statuses and projected invoicing Perform other duties as assigned Required Experience One year of experience in Sales or Client Services Operations One to two years of clerical and accounting experience Strong compute financial communication and analytical skills Experienced Microsoft Excel user familiar with Pivot Tables Power Pivot and VLOOKUP s Ability to collect and assess data and report findings in a clear and concise manner Ability to work with minimal supervision use logical judgement in decision making and solve complex problems Tackle a problem independently and quickly find a solution Strong organizational and multi-tasking skills Solid written and verbal communication skills Ability to interact with all levels of internal clients and external vendors Ability to prioritizes tasks work in a fast-paced environment and meet tight timelines Strong attention to detail and accuracy Planning for the Future Employer paid Life Insurance AD D Short-Term Voluntary Long-Term Disability Insurance Term Life Insurance AD D Access to FSA Plans Commuter Benefit Plans 401 k Savings Plan where the Company Match of 0 50 for each 1 you contribute on the first 8 of pay Both your contribution and the company contribution are immediately 100 vested Access to the Roper Employee Stock Purchase Plan Paid Parental Leave Program Base salary offers for this position may vary based on factors such as location skills and relevant experience Some positions may include additional compensation in the form of bonus equity or commissions Transact CBORD is an equal employment opportunity employer and considers qualified applicants for employment without regard to race gender age color religion national origin marital status disability sexual orientation protected military veteran status or any other protected factor As of Aug 20 2024 Transact and CBORD have merged to drive innovation and operational excellence across education healthcare and corporate markets You can read more about the merger here Transact News https www transactcampus com company news-and-press or CBORD Newsroom https www cbord com newsroom This position will be responsible for the handling of PHI personal health information and or other types of SPI sensitive personal information and will be expected to comply with all applicable laws and internal policies with regards to handling of PHI SPI https illinoisjoblink illinois gov CBORD Employment Candidate Privacy Notice https nam11 safelinks protection outlook com url https 3A 2F 2Fwww cbord com 2Femployment-candidate-privacy-notice 2F data 05 7C02 7CRon Robertson 40Transactcampus com 7C3049b1de18cb43deb64308ddd9dc6afb 7C1d56e847a3e44f2981b7417d5fd0fa0e 7C0 7C0 7C638906262935840575 7CUnknown 7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ 3D 3D 7C0 7C 7C 7C sdata IXFSyG0S5scRmtUAAMAsUUB9GpvJSWQGxFs1qpivcp0 3D reserved 0 Transact Employment Candidate Privacy Notice https nam11 safelinks protection outlook com url https 3A 2F 2Fwww transactcampus com 2Flegal 2Femployment-candidate-privacy-notice data 05 7C02 7CRon Robertson 40Transactcampus com 7C3049b1de18cb43deb64308ddd9dc6afb 7C1d56e847a3e44f2981b7417d5fd0fa0e 7C0 7C0 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