Revenue Operations Specialist

Summary

Join Henry Schein One as a Revenue Operations Specialist and contribute to the success of the sales organization by ensuring accurate data management, resolving issues, and upholding established guidelines and best practices. This role involves managing the IQ Portal (Launchpad), conducting audits, providing quoting support, and resolving general support cases related to operational workflows. The ideal candidate is detail-oriented, adaptable, and committed to providing exceptional service to internal teams, playing a vital part in smooth deal execution and process optimization.

Requirements

• Typically, 3 to 5 or more years of increasing responsibility in terms of any applicable professional experience
• Typically a Bachelor's Degree or global equivalent in related discipline
• Experience working/communicating to C-Level management
• Experienced sales and/or customer success professional
• Analytical skillset
• Training/coaching
• Salesforce experience is required
• Good understanding of industry practices
• Proficient with tools, systems, and procedures
• Basic planning/organizational skills and techniques
• Good decision making, analysis and problem solving skills with ability to multi-task
• Good verbal and written communication skills
• Good presentation and public speaking skills
• Good interpersonal skills
• Basic conflict resolution skills
• Developing professional credibility

Responsibilities

• Enter and maintain customer information in the IQ Portal (Launchpad) accurately and efficiently
• Complete and verify rate quoting sheets, ensuring accuracy and compliance with guidelines
• Address questions from sales representatives regarding Launchpad and the rate quoting process
• Monitor the error log, identify issues, and implement corrections promptly
• Review sales opportunities in CRM systems (e.g., Salesforce) to ensure all data fields are accurate and complete
• Verify that deals adhere to established policies and guidelines, including pricing, discounting, and approval workflows
• Flag discrepancies or missing information and coordinate with sales representatives to resolve them
• Prepare audit reports highlighting trends, areas of improvement, and common compliance issues
• Audit commission payouts and ensure alignment with established rules and quotas
• Perform periodic reviews of sales territories to ensure they are assigned and updated correctly in the system
• Assist in building and maintaining dashboards and reports that provide visibility into sales metrics, deal performance, and operational KPIs
• Ensure reports are accurate and tailored to the needs of key stakeholders, including sales leadership and finance
• Assist sales representatives with quoting processes, including entering deal details, validating quote accuracy, and ensuring compliance with pricing policies
• Offer guidance on deal structuring to optimize customer satisfaction while meeting company objectives
• Troubleshoot and resolve quoting-related issues, escalating complex cases to appropriate stakeholders when necessary
• Maintain and update quoting tools and templates as needed to reflect current pricing, terms, and policies
• Monitor and manage assigned support cases related to deal desk operations, ensuring timely and thorough resolution
• Investigate and address issues impacting sales workflows, such as errors in data entry, system discrepancies, or policy misunderstandings
• Collaborate with cross-functional teams to resolve cases that span multiple departments, such as legal, finance, or IT

Preferred Qualifications

• Strong attention to detail and organizational skills
• Learn and adapt to new software processes quickly and efficiently
• Proficiency in relevant tools, such as CRM systems (e.g., Salesforce), quoting platforms, and case management tools
• Excellent communication and problem-solving skills
• Ability to follow established processes while identifying and suggesting areas for improvement
• Customer service mindset with a proactive approach to resolving inquiries
• Analytical thinking to identify and resolve discrepancies in data and processes
• Adaptability to manage shifting priorities and handle multiple tasks simultaneously
• Basic planning/organization skills and techniques

Benefits

• A great place to work with fantastic people
• A career in the healthcare technology industry, with the ability to grow and realize your full potential
• Competitive compensation
• Excellent benefits package! Medical, Dental and Vision Coverage, 401K Plan with Company Match, Paid Time Off (PTO), Sick Leave (if applicable), Paid Parental Leave, Short Term Disability, Income Protection, Work Life Assistance Program, Health Savings and Flexible Spending Accounts, Education Benefits, Worldwide Scholarship Program, Volunteer Opportunities, and more