Sr Specialist, TPA

Overview

The Senior Specialist will join the Territory Planning & Analytics team’s New Assignment Team to validate and route accounts to the appropriate sales representative using secondary research into company firmographic data. The role independently manages operational deliverables, supports the Account Assignment process, and partners with Marketing, Sales & Strategy Operations, DS&E and Sales teams.

What you'll do

• Execute business-critical regional Account Assignment operations and support process changes and related training for larger teams.
• Ensure quick and accurate assignment of new accounts to the Sales team to enhance seller and customer experience and improve speed-to-lead rates.
• Understand key operational metrics and use available data to identify the right salesperson and apply appropriate routing logic for account assignment.
• Perform quality checks on account assignments based on defined routing logic and data sources.
• Identify opportunities for individual and process improvements.
• Analyse and improve account assignment processes by identifying root causes of problems and escalations from sales and marketing teams and ensuring fixes are implemented.
• Drive high-complexity projects with minimal guidance and independently execute assigned work streams.
• Conduct data analysis, support reporting needs, and provide ad-hoc data critical for business decisions.
• Become proficient with data tools and internal applications, including Anaplan, Excel and Power BI.
• Communicate efficiently with Sales Managers and representatives, providing swift and accurate responses and resolutions.
• Collaborate with leadership to establish and report performance goals aligned with Sales & Strategy operational objectives.
• Develop and maintain tools, resources and training materials within processes, contributing to knowledge capture and documentation.

What you'll need

• An MBA or Bachelor’s degree, with 3+ years of experience.
• Practical understanding of Microsoft Office Suite.
• Practical, intuitive problem solving and the ability to translate queries and reported issues into process improvement insights through analysis.
• Proficiency in English with excellent verbal and written communication skills.
• A strong mix of thought leadership and business acumen, with a proven track record of delivering outstanding results.
• Strong collaboration skills.
• Ability to be a self-starter who can anticipate business needs and proactively work on them.
• Ability to work effectively and efficiently in a fast-paced, deadline-driven environment.
• Strong time management skills, with the ability to prioritize workload, meet deadlines and produce accurate results.

Nice to have

• Relevant experience in service operations.
• Knowledge of Power BI and Macros.

Details

• Location: Gurgaon.