- Acts as CRM Administrator for all Sales Order and Invoice processes.
- Approves all sales orders and manages the approval process. Performs routine quality control checks to ensure all data is accurate.
- Manages the invoice to client process, included but not limited to: verifying all invoices are delivered to appropriate person at client via email and print (when required.)
- Assists client success lead on Accounts Receivable outreach as a backup when requested.
- Works to continually improve departmental operations by streamlining processes and procedures, implementing best practices, and generating new ideas for efficiencies.
- Coordinates with Director of Sales & Client Success to ensure any data entry concerns are addressed within their respective structures.
- Runs the weekly print count for the editors each Monday.
- Monitors the comp subscriptions on a monthly basis and coordinates them with the editors in chief.
- Works with CGO on sponsorship and conference strategy as budget is planned each year.
- Coordinate all agreements with 3rd parties to ensure budget and purpose expectations are satisfied.
- Manage inventory for event materials and goods to ensure proper support for day of events.
- Coordinate TA attendees of events with Sr. Director of Sales, Director of Marketing, and Editorial leadership.
- Ensure all TA attendees are registered and information needed for travel and lodging is provided to attendees.
- Coordinate all logistics and shipping of booth materials to and from events (includes A/V equipment, giveaways, printed collateral, signage, etc)
- Solicit feedback from the event attendees for future planning purposes.
- Regularly connect with Director's within the Growth Office to ensure quality control on Data & Conference management.
- Work with CGO to support all areas of the Growth Office efficiently.
- Highly organized with attention to details a priority
- Desire to take initiative and think outside the box
- Superior cross departmental communication skills and positive attitude
- Works well in a team environment
- Proficiency in Microsoft tools and ability to learn new systems
- Good oral and written communication skills
- Familiarity with standard office practices, procedures, and equipment
- BA required
- At least three yearsSales and/or Marketing Operations experience required
- Knowledge of customer relationship management software required
- Background in Event Planning or Conference management required
- Health/Dental/Vision
- 401K: Immediately vested
- Tuition assistance
- Qualified employer under the Public Service Loan Forgiveness program (PFSL)
- Generous Paid Time Off
- Dog-friendly office
- Private gym onsite
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Sales & Marketing Operations Coordinator - Falls Church, United States - Tax Analysts
Description
Tax Analysts, publisher of Tax Notes, is the leading global publisher and essential source of news and analysis for over 150,000 tax professionals, with correspondents in more than 125 countries, and close to 200 local talented professionals. Our Culture and Values encompass transparency and passion around cultivating an environment that embraces collaboration and innovation. Tax Analysts offers a hybrid work environment (3 days in office and 2 days WFH), work/life balance, competitive compensation, and a generous benefits package.
SUMMARY: This operations role will primarily manage sales order data processing, and the coordination of conferences and sponsorships at Tax Analysts. Additionally will provide administrative support for Directors within the Sales, Client Success, and Marketing departments upon request.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned as necessary.
1. Sales Order, CRM Data Management, and Invoicing
The characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Frequently required to sit; talk and hear; use hands to type, file, handle or feel, manipulate office supplies; pull, push, grasp and reach with arms. Have visual acuity to use a computer and keyboard, prepare and analyze data and figures, read extensively. Occasionally required to stand, stoop, bend, kneel, crouch to handle and retrieve items. Frequently lifts and carries up to 25 pounds, occasionally lifts and carries up to 50 pounds. Requires ordinary ambulatory skills sufficient to visit other locations. Work is performed in a temperature-controlled office environment.
Benefits
