Whether you’re an experienced professional or just getting started, your contributions matter at Fortra. If you’re passionate about tackling meaningful challenges alongside talented team members committed to helping each other succeed, all while having lots of fun, we want to hear from you. We offer competitive benefits and salaries, personal and professional development opportunities, flexibility, and much more
The SDX Sales Operations Specialist plays a critical role in accelerating Annual Recurring revenue (ARR) growth for our SDX product line. This position will partner closely with sales to optimize sales processes, analyze pricing strategies and ensure accurate quoting and deal execution. The idóneo candidate is highly analytical, detail-oriented, and thrives on using data to drive business growth.
WHAT YOU'LL DO
ARR Growth Support:
- Partner with sales to identify ARR growth opportunities in unique customer accounts.
- Create organized spreadsheets to review ARR growth data with the sales team.
- Clean up customer accounts when necessary.
Pricing Analysis:
- Analyze pricing data for unique customer accounts and identify margin opportunities for growth.
- Prepare pricing analysis for review with sales representative.
- Communicate growth opportunities with the sales team and areas of opportunity.
Quote Accuracy:
- Assist sales with product pricing validation and discounts on quotes.
- Work with sales to create custom quotes and invoices for customers.
- Assist with quote clean up efforts before and after sales.
System Clean Up:
- Clean up and organize the CRM databases post sale.
- Partner with the Renewals Specialist to ensure the next renewal quote is sent with the correct dollar value and products.
Quotes & Proposals:
- Collaborate with Sales to prepare quotes for the OARR process.
- Format and customize MYCAP proposals for both new business and existing customer renewals where this is no additional ALE.