What are the responsibilities and job description for the CRM Support Specialist position at IntApp?
What you get to do in this role:
- Provide on-boarding and refresh training on internal processes and systems to Sales team members in your segment.
- Assist segment team members in ongoing maintenance and update of critical client and opportunity data.
- Become expert in Intapp’s contracts and entitlements system and processes. Provide guidance to sales team on account & contract complexity and Intapp Deal Standards for all active opportunities.
- Ensure on-going tracking of all deal elements that may have revenue recognition implications. Act as segment representative to Contracts and Revenue teams to ensure on-going visibility.
- Assist segment sales team in the creation and maintenance of their Deals in CRM. Act as resource to request new agreements from Contracts. Play a client advocacy role by collaborating with Contracts to resolve questions/issues and ensure expeditious processing of new requests.
- Assist segment team in deal execution by coordinating internal stakeholders to discuss, review, or approve non-standard deals as needed.
- Upon order execution, ensure accurate ‘Closed Won’ booking of transactions in CRM.
- Establish on-going data audits to continuously validate critical system information on clients and transactions.
- Assist in a wide range of support tasks, utilizing strong organizational and analytical skills, under the supervision of CRM, Contract and Legal Operations leaders
- Contribute as a team player to help maximize the value of the CRM team as an effective, respected, and valued resource within the company
In order to be successful in this role, we need someone who has:
- 3 years in Contract or Sales Operations in SaaS company
- Demonstrated attention to detail, ability to prioritize and manage time, and to successfully complete challenging projects
- Proficient in MS Excel
- Strong report creation skills
- Proven experience providing excellent operational support to client-facing organizations.
- Strong financial and business acumen with a client service mentality
- Strong analytical skills. Ability to collect and analyze input from multiple sources
- Strong time management skills; ability to multi-task and prioritize
- Superior verbal and written communication skills, including the ability to listen carefully, influence and network with a broad spectrum of internal and external colleagues and customers
- Self-starter, reliable, honest and a proven team player
- Resourceful problem solver, driven by results and comfortable working in a dynamic environment
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Intapp provides equal employment opportunities to all qualified applicants and will make hiring decisions without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin or ancestry, age, disability, marital status, pregnancy, protected veteran status, protected genetic information, political affiliation, or any other characteristic protected by federal, state or local laws. All offers are contingent upon passing a criminal history and other background checks if applicable to the position.
