Operations Officer
Simplilearn · Remote
Source and collection record
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Employer requisition: JPC - 152
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Collected role description
Position - Operations Officer BU - Business Operations SBU- Sales Operations Department - Sales Operations “Drive operational excellence and streamline payment processes with precision and efficiency! ” Job Description: ● We are seeking a detail-oriented Operations Officer to join our Payments Operations team within Sales Operations. ● This role will focus on managing payment processing tasks, ensuring accurate tracking, and facilitating seamless coordination with internal teams. ● The ideal candidate will possess strong analytical skills, proactive communication abilities, and a structured approach to problem-solving. ● A working knowledge of Salesforce CRM (user or admin level) is essential for tracking and managing payments, generating reports, and ensuring seamless data accuracy. ● The role requires working in shifts and collaborating across teams to drive efficiency in payment operations. Key Responsibilities: ● Payment Tracking & Reporting: Monitor and analyze pending payments, ensuring timely updates and resolutions. ● Salesforce CRM Utilization: Track and manage payment records, generate reports, and maintain data integrity within Salesforce. ● Stakeholder Coordination: Work closely with the Sales team to facilitate payment follow-ups and escalations. ● Issue Resolution: Investigate and resolve payment discrepancies by coordinating with Product and Technology teams. ● Data Management: Maintain accurate and up-to-date records of payment statuses, ensuring seamless communication with relevant teams. ● Compliance & Process Adherence: Ensure all operations align with internal guidelines and highlight any process violations. ● Daily Reporting: Generate and share detailed payment reports with sales owners and managers using Salesforce and Google Sheets. Desired Profile: ● Minimum 1 - 3 years of experience with Salesforce CRM (admin level experience preferred). ● Strong communication skills (both verbal and written). ● Previous international calling experience is a plus (out calling is part of the role). ● Excellent multitasking and time management abilities. ● Intermediate proficiency in Excel and Google Sheets (experience with data analysis is an advantage). ● Ability to work effectively in cross-functional teams and handle a fast-paced environment. Shift Timing: Day Shift
Collected experience requirement
1-3 years