Specialist - Channel Operations

Job Title

Specialist - Channel Operations

Job Scope

The Specialist - Channel Operations is accountable for collaborating closely with the Channel team, Sales, Finance, and other key stakeholders. S/He assists in managing contracts, collections, documentation, logistics, and sales reporting while ensuring adherence to channel compliance standards

Main Duties and Responsibilities

• Support the entire contractual documentation process of partners in both pre and post approval phases;
• Maintain and update channel partners’ record and documentation;
• Handle partner onboarding, user account creation, and follow up on agreement signatures;
• Enable user management access and training on SFDC terms of functionality and sales process;
• Handle the timely collection of payments, follow up on overdue invoices/payments and implement company collections as per procedures in place;
• Report any payment issues to the respective stakeholders;
• Update credit insurance limits, follow on customer financial status and work closely with finance for limits increase/decrease;
• Validate deal registrations;
• Report sales declarations on monthly basis;
• Support in ensuring SFDC data is accurately linked to internal ERP
• Prepare necessary reports and dashboards related to CRM data, for assigned companies, such as opportunities, leads, accounts and activities;
• Support in operational systems and tools.

Position Requirements

Education

Bachelor’s degree in Business Administration or any other related field

Experience

At least 2 years of relevant experience