Overview

BTVK Advisory is a leading advisory firm whose specialized professionals guide clients through an ever-changing business world, helping them win now and anticipate tomorrow. BTVK Advisory, and its affiliated entities, have operations in North America, South America, Europe, Asia, and Australia. BTVK Advisory’s ultimate parent entity, Baker Tilly US, LLP, is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.

 
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

To be added to all ET through Experienced requisitions Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description:

 

Job Responsibilities:

• Maintain regular cadence of communication with the sales operations team to confirm accuracy and facilitate the integrity of the sales process.
• Verify and validate accuracy on vendors invoices and client billings between Workday and Salesforce and approve for Accounts Payable to process.
• Build a high-volume of sales renewal opportunities and quotes in preparation for the Customer Success Manager to start the annual renewal process.
• Initiate the Intapp process in Salesforce for new service opportunities ensuring the process is complete prior to an opportunity becoming closed won.
• Build projects for new service opportunities in preparation for set up in client care and maintain accuracy of all fields.      
• Identity operational and data gaps, locate root causes, and participate in solution planning.
• Maintain sales document templates and tool library within SharePoint.
• Open to learning additional responsibilities related to opportunity sales process.  

Qualifications

• 2+ years’ experience in a sales support role, ideally in a subscription-based business model.
• Knowledge of the steps of the sales cycle in Software-as-a-Service offering
• 1+ years’ experience in Salesforce.
• 1+ years’ experience and/or exposure to formatting complex sales documents including order schedules and statements of work.
• Advanced computer skills including superior proficiency in Microsoft Office Suite Applications (Excel, Word, PowerPoint, Outlook, etc.)
• Confident in ability to multitask and follow through effectively with multiple projects at a time.
• The ability to adapt quickly to change with a positive attitude.
• Excellent time management skills with the ability to prioritize while working independently.
• Proven written, oral communication, and critical thinking skills.