Sales Operations Assistant

Position Summary:

This role reports to and works very closely with the Vice President Risk Engineering Services and all Client/Account Executives domestically and internationally.  The Sales Operations Assistant must provide superior client service by identifying client and prospect needs in support of CE’s and AE’s and following through to completion while keeping all parties informed throughout the process.

Responsibilities: 

• Responsible for generating reports from Proposal Log/CRM – Bowler, Significant Wins, YTD Bookings Data, Project Services, Arc Flash, and Accepted Sales for Marketing department.
• Responsible for Prop Log/CRM sales data entries and updates
• Responsible for Client Relationship Team Funnel data entries and updates
• Responsible for CRM data entries of sales and account information
• Responsible for Client Reference Log data entries and updates
• Support account managers in initiating and completing request for request for proposals (RFP), presentations, and stewardship reports
• EDA entry and GRIPPS setup (new, renewal, carryover)
• Prepare contract/ Addendum/ Appendix A
• Support TNE billing, tracking, and invoice requests
• Maintain internal communication documents
• Update and keep track of various sales/ account management documents
• Assist in the development and proofreading of GRC client and external Presentations/ Proposals
• Update/ Assist with Brand Refresh on Marketing Materials, Sample Reports, Sales Tools, etc.
• Assist with Event planning and execution such as invitations, keeping tracks of RSVPs, and post event follow up.
• Research companies and obtain info to support the sales process
• Participate in various projects, as needed
• All other administrative supports as needed
• Understand GRC internal systems and applications

Qualification

Education and Experience:

• Bachelor’s Degree in Business/Management related field, or equivalent experience
• CRM experience a plus

Specific Skills, Knowledge and Abilities:

• Excellent computer skills in Excel, Word, PowerPoint, Paint/ Picture Manager, PDF
• Excellent verbal and written communication skills
• Ability to multi-tasked, prioritize, and manage time effectively
• Ability to understand RFP requirements for preparation of pricing, proposal, and presentation documents
• Motivated – energetic, proactive, creative self-starter, and a team player with integrity
• Confident – able to take a task and complete using good judgment and sound reasoning
• Accurate and attentive to details
• Reliable – able to work independently and collaboratively
• Excellent organizational skills

Competencies: 

Fundamental competencies form the foundation for individual and organizational success in TÜV SÜD and apply to all employees and showcase behaviors aligned to TÜV SÜD values and culture cornerstones:

• Communication
• Collaboration
• Customer Orientation
• Learning Agility
• Result Orientation

Personal attributes: Personal attributes as are a combination of mindset, attitude, and behaviors applicable to any TÜV SÜD employee.:

• Assertiveness
• Commitment
• Empathy
• Resilience

Interpersonal Skills: Interpersonal skills relate to skills used by a TÜV SÜD employee when interacting with others in order to get the job done:

• Active Listening
• Conflict Management
• Cross-Cultural Communication Skills
• Establishing Trust
• Influencing
• Knowledge Management
• Language Skill
• Negotiating
• Networking
• Presentation Skills
• Delegation

Analytical: Ability Analytical abilities relate to the aptitude to see patterns, trends and information, thus drawing meaningful conclusions to help overall individual and organization productivity and success.

• Decision Making
• Out of the Box Thinking
• Problem Solving
• Solution Orientation
• Transdisciplinary Thinking

Business-related: Skill Business-related skills are those that can enable a TÜV SÜD employee to fulfil business needs of their job.

• Business Acumen
• Consulting Skills
• Cross Selling
• Digital Literacy & Cybersecurity
• Financial management
• Project Management

Additional information

Equal Opportunity Employer – Disability and Veteran

TÜV SÜD America, Inc. is an equal opportunity, affirmative action employer and considers qualified applicants for employment without regard to race, color, creed, religion, ancestry, marital status, genetics, national origin, sex, sexual orientation, gender identity and expression, age, physical or mental disability, veteran status and those laws, directives, and regulations of Federal, State, and Local governing bodies or agencies. We participate in the E-Verify Employment Verification Program.

For more information on applicable equal employment regulations, please refer to the following: Labor Law 2024