Assisting Sales reps with the CPQ process within Salesforce
Managing the Sales to billing handover - processing new contracts, renewals and any cancellations; this will involve liaising both internally and externally to manage all relevant documentation
Liaising between Sales reps and Finance for aged debt issues, invoice queries and helping to manage the annual CPI increase process
Managing the issuance of financial and tax documentation to clients to expedite the payment of invoices
Supporting and initiation Internal and External Client Onboarding, offboarding, and reverse onboarding
Review and maintain contract database, identifying and rectifying any gaps
Monitoring and tracking client usage declarations
Assisting sales reps with the creation of trials via client operations
Working with the regional head of sales and individual sales reps to refine or customise salesforce usage dashboards
Communicate and liaise with other sales administrators on global and regional sales initiatives, campaigns and other business-related activities
Perform regular Salesforce data quality checks and resolve issues proactively
Support Book of Business (BoB) governance, including renewals, expansions, downgrades, churn, and ownership alignment
Execute quote and deal governance checks to ensure alignment with approval thresholds and commercial policy
Act as a Salesforce super-user within the Sales Operations team, supporting adoption of new processes, fields, and enhancements
Participate in user acceptance testing (UAT) and rollout of Salesforce, CPQ / Revenue Cloud, and reporting enhancements
Maintain and update sales process documentation, SOPs, and enablement materials
Experience / Competencies
Essential
Min 3 years' experience in Sales Administration, Sales/Revenue Operations or Order Management roles, preferably in a subscription-based business.
High attention to detail with a strong focus on data accuracy and process compliance
Ability to manage multiple priorities in a fast-paced, deadline-driven environment
Skilled in use of Salesforce.com, DocuSign and Microsoft applications (Word, Excel, PowerPoint)
Strong process and operational mindset
Detail-oriented and understand how one change might affect other processes downstream.
Ability to problem solve, adapt, and grow with the sales organisation
Innovative, seeks opportunities for improvements
Excellent communication and interpersonal skills, with the ability to identify and provide comprehensive solutions for varying stakeholder needs
Thrives in a fast-paced environment
Desired
Curious about selling and sales methodology.
Innovative, seeks opportunities for improvements
Dynamic, enjoys a challenge and willing to go 'the extra mile'
Self-starter with ability to problem solve, adapt, and grow with
Benefits
Vision insurance
Additional Information
Group Overview
The TP ICAP Group is a world leading provider of market infrastructure.
Our purpose is to provide clients with access to global financial and commodities markets, improving price discovery, liquidity, and distribution of data, through responsible and innovative solutions.
Through our people and technology, we connect clients to superior liquidity and data solutions. The Group is home to a stable of premium brands. Collectively, TP ICAP is the largest interdealer broker in the world by revenue, the number one Energy & Commodities broker in the world, the world's leading provider of OTC data, and an award winning all-to-all trading platform. The Group operates from more than 60 offices in 27 countries. We are 5,300 people strong. We work as one to achieve our vision of being the world's most trusted, innovative, liquidity and data solutions specialist.
About Parameta Solutions
Parameta Solutions is the Data & Analytics division of TP ICAP Group. The business provides clients with unbiased OTC content and proprietary data, in-depth insights across price discovery, risk management, benchmark and indices, and pre and post-trade analytics. Its post-trade solutions offering helps market participants control their counterparty and regulatory risks through a growing range of tools that manage balance-sheet exposure, as well as compression and optimisation services. The Data & Analytics division includes the following brands: Tullett Prebon Information, PVM Data Services, ICAP Information and Burton-Taylor Consulting.
Role Overview
The sales admin role supports the global sales organisation by ensuring accurate execution of day-to-day sales administration activities while also driving operational rigor, data quality, and process adherence across the sales lifecycle. This role acts as a key interface between Sales, Sales Operations, Finance, Commercial Policy, and Systems teams, ensuring Salesforce remains the single source of truth and that sales teams are enabled to operate efficiently and compliantly.
Tp · Unknown