Sales Assistant supporting the sales team at Finora Bank, involved in client onboarding and sales documentation. Assist with record maintenance and collaborate with other bank units.
About the role
- Sales Velocity Representative managing run-rate business within territories supporting Blue Yonder's Professional Services. Engaging with account teams and customers to ensure successful implementation of software solutions.
Responsibilities
- Serve as a trusted partner to Blue Yonder’s account teams, working closely to understand customer needs and manage the run-rate business by supporting SOWs, project extensions, change requests and incremental business
- Manage contracting activities, negotiations as applicable, and oversee approval processes for the assigned deal segment
- Collaborate with Client Partners, Services Pre-Sales, and Project Management teams to ensure scope, pricing, and deliverables are fully aligned
- Provide weekly forecasting and reporting to sales and services leadership on deal pipeline, volume, and trends based on processed documents and customer activity
- Engage routinely with account teams and customers to ensure commercial documentation meets expectations and identify opportunities for expanded services
- Ensure all SOWs and CRs comply with internal policies, legal guidelines, and pricing rules before approval
- Maintain accurate, organized records of all commercial documents, approvals, and communications to ensure audit readiness and transparency
- Support the maintenance and improvement of templates, checklists, and tools used in commercial document creation and processing
- Gather feedback from account teams and customers to identify pain points and propose process enhancements
- Proactively identify, escalate, and resolve customer issues in commercial processing
- Optimize time-to-contract by streamlining deal desk workflows, reducing turnaround times, and continuously improving processes, documentation standards, and best practices
Requirements
- Bachelor's degree in business, Information Technology, or a related discipline
- 2+ years of experience in a customer facing role – renewals, consulting, delivery or a similar function
- Background in Professional Services or Customer Success is an advantage
- Experience supporting services or SaaS-based offerings is highly desirable
- Familiar with CRM tools such as Salesforce
- Excellent verbal and written communication skills, with attention to clarity and professionalism, as well as presentation expertise
- Strong interpersonal skills with a collaborative approach, partnering effectively with sales, pre-sales, project management, deal desk and legal contract execution teams
Benefits
- A collaborative work culture that prioritizes customer outcomes and continuous improvement
- Opportunity to help build and scale the foundational transaction business engine
- Highly impactful role with visibility across sales, services, and customer success functions
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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