Sales Operations Specialist

Há 3 dias

São Paulo, São Paulo, Brasil IQVIA Tempo inteiro R$60.000 - R$120.000 por ano

Job Overview

They are responsible for the operational support of the respective Key Account Managers to ensure successful management of assigned accounts, timely and compliant revenue recognition, and optimal client satisfaction across PCS/RWS engagements. The role owns end‑to‑end CRM opportunity administration, billing enablement, and reporting that keep projects on schedule and revenue on plan.

Essential Functions

  • CRM & Opportunity Management
  • New opportunity creation in CRM (account, owner, products, pricing, TCV, regions).
  • Opportunity updates: advance stages, maintain PA and Projects linkage, ensure forecast accuracy.
  • Data quality stewardship (close dates, probability, products, contacts) and pipeline hygiene reviews.
  • Revenue & Billing Operations
  • Prepare and submit invoicing requests in line with SOW/WOs and internal controls.
  • POD posting per internal policy to enable billing; track approvals and resolve exceptions.
  • Coordinate IRSAs emails to PMs (ICR) and follow through to completion for audit readiness.
  • Project Financial Reporting
  • Compile and distribute hours reports (weekly/monthly) with variance commentary.
  • Produce Time & Material (T&M) reports and reconcile to billing events.
  • Prepare expenses reports at project/account level; validate charges and coding.
  • Commercial Enablement & Governance
  • Quality control of Statements of Work for accuracy, terms alignment, and internal compliance.
  • Support RFI/RFP responses (inputs consolidation, pricing templates, document coordination).
  • Management of CRM usage, budgeting/forecasting cadence, and user training.

Qualifications

  • Bachelor's Degree (Business, Finance, Operations, or related field preferred).
  • Completed commercial apprenticeship; 2–3+ years in an administrative, Sales Operations, Revenue Operations, or Project Operations role is an advantage.
  • Finance/Sales Operations background preferred (billing workflows, T&M, expenses, RevRec processes per company policy).
  • Strong Excel skills (lookups, pivots, conditional logic); proficiency with PowerPoint and Word.
  • SFDC ) experience required; SAP or other ERP exposure is a benefit.
  • Familiarity with timekeeping/PSA tools and e‑signature/CLM platforms (e.g., DocuSign) is a plus.
  • Detail‑oriented, organized, and deadline‑driven; able to manage multiple priorities at quarter end.
  • Excellent communication and stakeholder management; very good team player.
  • Flexibility and willingness to join a dynamic, fast‑paced environment; proactive problem solver.

IQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. We create intelligent connections to accelerate the development and commercialization of innovative medical treatments to help improve patient outcomes and population health worldwide . Learn more

  • Sales Specialist

    Há 3 dias

    São Paulo, São Paulo, Brasil yavendio Tempo inteiro

    About YaVendióYaVendió is a fast-growingAI startuptransforming e-commerce in Latin America.Our mission:help entrepreneurs and companies sell more, stress less, and scale faster with the magic of AI.We already serve+3,000 clientsacrossBrazil, Mexico, Colombia, Peru and others -helping online sellers automate their sales via WhatsApp with our AI Virtual...

  • Growth Operations Specialist

    Há 3 dias

    São Paulo, São Paulo, Brasil Modus Create Tempo inteiro R$8.000 - R$20.000 por ano

    Join Us as Our Growth Operations SpecialistRemote | Full-TimeWe're looking for a results-driven Growth Operations Specialist to serve as the operational backbone of our go-to-market team, optimizing sales processes, forecasting accuracy, and CRM workflows to support scalable, predictable growth.About You:Experience:SeniorKey ResponsibilitiesPartner with GTM...

  • Customer Operations Specialist

    1 semana atrás

    São Paulo, São Paulo, Brasil Veesion Tempo inteiro R$3.000 - R$5.000 por ano

    Are you dynamic and have a sense of service? Then you may be our future Customer Operation Specialist for the Brazil market We are looking for a polyvalent person to make part of our Operations team.Your main tasks will be the following:Act as the primary contact for clients during the installation process;Guide clients through remote installations,...

  • Sales Effectiveness Operations Specialist

    Há 3 dias

    São Paulo, São Paulo, Brasil Keeta Tempo inteiro R$40.000 - R$80.000 por ano

    About UsKeeta, the international subsidiary of Meituan—the global delivery giant—is on a mission to transform food and consumer product delivery worldwide. With our core belief: "We help people eat better, live better," we're taking innovation to the global stage.In less than one year, Keeta became an industry leader in Hong Kong, China. Soon after, we...

  • Customer Operations Specialist

    Há 3 dias

    São Paulo, São Paulo, Brasil Veesion Tempo inteiro

    ContextVeesion is experiencing rapid growth following its successful Series B funding round. This expansion phase requires strengthening our technical foundation and scaling our development capabilities to meet increasing market demands.Are you dynamic and have a sense of service? Then you may be our future Operation Specialist for the American Market As an...

  • Customer Operations Specialist

    2 semanas atrás

    São Paulo, São Paulo, Brasil Veesion Tempo inteiro R$40.000 - R$80.000 por ano

    Context Veesion is experiencing rapid growth following its successful Series B funding round. This expansion phase requires strengthening our technical foundation and scaling our development capabilities to meet increasing market demands. Are you dynamic and have a sense of service? Then you may be our future Operation Specialist for the Brazilian &...

  • Customer Operations Specialist

    2 semanas atrás

    São Paulo, São Paulo, Brasil Veesion Tempo inteiro R$60.000 - R$120.000 por ano

    ContextVeesion is experiencing rapid growth following its successful Series B funding round. This expansion phase requires strengthening our technical foundation and scaling our development capabilities to meet increasing market demands.Are you dynamic and have a sense of service? Then you may be our future Operation Specialist for the Brazilian...

  • Finance Procurement Operations Specialist

    Há 18 horas

    São Paulo, São Paulo, Brasil GraceMark Solutions Tempo inteiro R$40.000 - R$80.000 por ano

    Now Hiring: Finance Procurement Operations Specialist (Contract) – São PauloWe're looking for a Finance Procurement Operations Specialist to support our Global Business Partners and G&A teams, driving operational excellence across Finance Procurement Operations.Location:São Paulo, BrazilDuration1 year as FTEWhat You'll Do:• Support procurement...

  • Lider de Sales Operations

    1 semana atrás

    São Paulo, São Paulo, Brasil Pacifica Continental Tempo inteiro R$80.000 - R$120.000 por ano

    Nosso cliente está procurando um Líder de Sales Operations para integrar sua equipe em São Paulo. O profissional se concentrará em coordenar a área de Sales Strategy e Operations, e sua principal responsabilidade será acompanhar as receitas e KPIS, dar suporte ao time de vendas e Marketing e inteligência de mercado para trazer insights para o time...

  • Sales operations manager

    1 semana atrás

    São Paulo, São Paulo, Brasil Kuaishou Tempo inteiro R$80.000 - R$120.000 por ano

    It's fun to work in a company where people truly BELIEVE in what they're doingWe're committed to bringing passion and customer focus to the business.Responsibilities:-Develop and implement sales strategies, plans and initiatives for Brazilian advertising operations to maximize revenue growth and profitability.-Linkage with the sales team to promote the...