Sales Process Operations Specialist

Summary

Join Arbour Group, a leading global provider of digital compliance products and services, as their new Sales Process Operations Specialist! This entry-level, full-time remote position supports sales and operational teams by managing opportunities, documentation in Salesforce and D365, and ensuring smooth operations. You will handle sales documentation, maintain CRM systems, provide customer support, and assist with training. The ideal candidate possesses a Bachelor's degree, 1-3 years of relevant experience, and proficiency in CRM tools and Microsoft Office Suite. This role offers a competitive salary, benefits, and the chance to work with a diverse, international team within a Fortune 500 company.

Requirements

• Must be a citizen of the Philippines
• Bachelor’s degree in Business Administration, Sales, or a related field
• 1-3 years of experience in sales support, operations, or administrative roles
• Proficiency in CRM tools (e.g., Salesforce) and Microsoft Office Suite (Excel, Word, PowerPoint)
• Strong analytical skills and attention to detail
• Excellent organizational and time-management abilities
• Effective communication and interpersonal skills
• Ability to work independently and handle multiple tasks in a fast-paced environment
• Willing to work following US or EU work hours

Responsibilities

• Handle sales documentation, including quotations, proposals and SoWs, ensuring compliance with company policies
• Support drafting of simple proposals with given templates and incorporates scope of work as set-out by opportunity owner
• Proofreading and formatting, cross-checking and assuring compliance of proposals with frame conditions
• Prepare and reviewe SoWs as received following proposals process
• Managing client portals for incoming order forms
• Manage and update quotation process as per status and move quotations into project mode, once closed
• Assist in documenting, refining, and implementing sales processes to ensure consistency and efficiency across the sales team
• Manage and update customer relationship management (CRM) systems to ensure accurate and up-to-date sales data
• Serve as a point of contact for client inquiries related to the sales process and ensure prompt resolution
• Support onboarding and training of new sales team members on processes, tools, and systems

Preferred Qualifications

• Experience in process improvement
• Familiarity with sales process such as scoping, proposal and quotation generation
• Experience with D365 quotation process is a plus

Benefits

• Work in a Fortune 500 company with a solid track record of performance
• Have a full time remote working arrangement, and a competitive salary on top of employment benefits upon hire
• Have the opportunity to work with a diverse multi-functional team and collaborate with different industry experts and SMEs internationally