Sales Operations Officer

Role Purpose: As a Sales Operations Officer, your primary responsibility is to provide support services to the sales team and ensure the smooth functioning of sales operations. You play a vital role in supporting the sales team, ensuring compliance and providing excellent customer service throughout the sales process.

Key Responsibilities

• Provide efficient support services to the sales team by offering effective product solutions to customers. This involves understanding customer requirements, identifying suitable products, and providing relevant information and recommendations to assist in the sales process.
• Collate and prepare the necessary information required for proposal development in a timely manner.
• Ensure accurate information in NAV/Odoo systems, including project details, item codes, and prices.
• Ensure compliance with Taqeef's technical standards throughout the sales process. This involvesfamiliarizing with the technical requirements and specifications of the products and ensuring adherence to standards in all customer interactions.
• Prepare equipment selections, costing sheets, and quotations based on the project specifications or client requirements for RAC products.
• Prepare professional compliance letters for RAC products.
• Issue warranty, proforma invoices, and power factor letters to customers.
• Liaise with multiple functions (Engineering, Projects, Finance, Service Centre, Warehouses) to ensure timely completion of customer inquiries.
• Prepare HVAC submittal/technical documents and compliance statements for customer approval.
• Complete sales orders, ensuring all necessary approvals are obtained. Coordinate order delivery with the warehouse to ensure timely and accurate fulfilment of customer requirements.
• Prepare installation job requests and follow up with Service Centre on project completion.
• Prepare the required forms and technical documents for the system's new items (models).
• Coordinate CAC product orders with after-sales, product, and logistics teams.Core Competencies:Customer Focus:Ability and willingness to give priority to external (i.e., contractors, consultants, partners, and suppliers) and internal customers (i.e., other departments), delivering a high-quality service to meet or exceed their expectations.Building long-term relationships and focusing efforts on providing an outstanding experience.Provide advice and guidance to ensure continued service excellence.Drive for Results: Ability to meet and possibly exceed objectives or targets. Effectively overcomes obstacles and meets goals to improve long-term results.Consistently delivers required business results.Teamwork: Ability to work cooperatively with others, to be part of a team, and work together towards a common goal.Develop and maintain positive relationships with others, allowing them to overcome obstacles and difficulties.Foster Innovation: Ability to create new ideas and use them to develop new or improved processes, methods, solutions, technology, unexplored markets, products, or services. Committed to embracing and adopting change.Qualifications, Experience, Knowledge & Skills:Bachelor's degree in mechanical engineering, HVAC Engineering, or a related technical field.Minimum 2 years of experience in HVAC, sales support, sales operations, or a related technical/commercial role.Hands-on experience and strong knowledge of HVAC products and systems is mandatory.Experience supporting RAC/CAC products, equipment selection, quotations, costing, technical submittals, and compliance documentation is preferred.Hands-on experience with ERP and CRM systems.Basic knowledge of AutoCAD.Excellent relationship management, interpersonal, and problem-solving skills.Strong communication skills with the ability to understand and interpret technical, business, and client requirements.Strong customer service orientation and ability to manage customer requests effectively.Fluency in English is mandatory