Sales Operations Specialist (Finance)

Who We Are

ACAMS is a leading international membership organization dedicated to providing opportunities for anti-financial crime (AFC) education, best practices, and peer-to-peer networking to AFC professionals globally. With over 100,000 members across 180 jurisdictions , ACAMS is committed to the mission of ending financial crime through the provision of anti-money laundering/counterterrorism-financing and sanctions knowledge-sharing, thought leadership, risk-mitigation services, ESG initiatives, and platforms for public-private dialogue. The association's CAMS certification is the gold- standard qualification for AFC professionals, while its CGSS and CCAS certifications are for sanctions professionals and AFC practitioners working in the crypto space, respectively. ACAMS' 60+ Chapters globally further amplify the association's mission through training and networking initiatives.   Visit  acams.org  for more information.

Opportunity at a Glance

The Sales Operations Specialist role helps support the Global Sales function by managing territory definitions, ensuring pipeline hygiene, and handling additional administrative tasks as needed. This role can be a great introduction to the fast-paced world of corporate sales, and combines data analysis, process management, and stakeholder communication.

Responsibilities

• Execution of lead management assignment processes to ensure that sales leads are being assigned to the proper Sales Executive and to ensure that existing leads are updated upon territory changes/new hires .

• E xecution of Territory Management rules in Salesforce CRM . Ensure that Accounts are assigned to the proper salesperson and that all existing account ownership is updated upon territory changes and/or new hires.

• Perform UAT testing of sales related bugs and enhancements in conjunction with colleagues in Operations.

• Utilize the Request for Proposal (RFP) library to respond to commonly asked questions on RFPs & vendor request forms.

• Support regional sales teams with transactional opportunity management tasks .

• Assist the sales team with running internal reports such as: Attendee reports, spend reports, global reports.

• Coordinate with the S ervice Operations team to resolve any pending customer issues or cases.

• Process tax exemptions requests for the Americas and EMEA regions.

• Perform other duties as needed, including following up on open invoices.

Qualifications

• Bachelor's degree preferred, or 2-4 years of relevant experience in sales operations, customer s ervice, or corporate sales

• Proficient in MS Excel, data analysis skills, and affinity to dig deep into details

• Distinctive problem solving and analysis skills (commercial, operational, organizational, global) and experience analyzing large data sets

• Must have strong prioritization skills and the ability to handle multiple projects with competing priorities

• Exceptional oral and written communications skills.

• Experience with fast-paced, sales-force driven business models preferred

• Experiencing serving and interacting with end customers via a sales support, sales, or customer service role is preferred

• Languages : English (required) & Spanish (preferred)

EEO

We are proud to be an EEO employer M/F/D/V. At ACAMS, we welcome everyone and have a strong commitment towards diversity and inclusion. We encourage our Colleagues to be their true authentic selves and support laws that prohibit discrimination everywhere we do business. We also maintain drug-free workplace.