Worker Sub-Type

Job Responsibilities

Job Description:

  • Supports sales forecasting processes for the Services (Renewals and Professional Services) sales organization. Proactively monitors and strives to maintain high levels of quality, accuracy, and process consistency.
  • Supports global forecast consolidation efforts for executive level reporting. Proactively monitors and strives to maintain high levels of quality, accuracy, and process consistency
  • Review deals as part of the deal cycle process together with sales reps to improve deal closure velocity and becomes a subject matter expert in pricing, licensing & approval processes.
  • Be a trusted advisor to provide business insights via creating or distributing actionable sales business intelligence reports.
  • Support services sales management in identifying opportunities for sales process improvement. Works closely with services sales management to inspect sales process quality and prioritize opportunities for improvement. Assists services sales management in understanding process bottlenecks and inconsistencies. Facilitates an organization of continuous process improvement.
  • Provides support in implementing and testing new technologies to services sales teams. Monitors the assigned services sales organization's compliance with required standards for maintaining CRM data. Works closely with services sales management to optimize the effectiveness of the firm's technology investments
  • Support sales operations management with ad-hoc reporting
  • Builds peer level support and strong internal-company relationships with other key management personnel

Accountabilities And Performance Measures

  • Achievement of sales, profit, and strategic objectives for the business unit supported
  • Accountable for the thorough implementation of sales organization-impacting initiatives
  • Responsible for the efficient support of the sales organization throughout the deal cycle
  • Accountable for accurate and on-time reporting, including forecasting, essential for sales organization effectiveness
  • Achievement of strategic objectives defined by company management


  • Strong analytical skills
  • Advanced Excel Skills
  • Experience with Forecasting and Financial Reporting
  • Familiarity with
  • Strong communication skills
  • Ability to problem solve
  • Ability to work well in groups
  • Ability to multitask
  • University/College degree in a related field

Scheduled Weekly Hours


Additional Information

Waterloo, ON, Canada
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