Sales Transaction Support Specialist

Role Descriptions & Responsibilities   

As a Sales Transaction Support Specialist, you will act as the liaison between sales, customers, and various internal teams, to ensure a smooth and efficient sales operations process. You will be responsible for software renewal management, software opportunity management, pricing, order management, and license key management. The following is a more in-depth explanation of what your responsibilities will entail:

Software Renewal Management

·         Use the Subscription tool to manage assigned ALC/YLC renewals.

·         Provide Sales with visibility for better forecasting.

·         Present renewals to CE/SE/customers 90 days before anniversary.

·         Ensure timely bookings; track and close renewals within the expiry quarter.

·         Flag risks and attend weekly RLC cadence calls.

·         Clean up accounts by processing STOPs/TOSs within KPIs.

Software Opportunity Management

·         Link all ALC/YLC renewals to MCE opportunities.

·         Maintain opportunity details (revenue, forecast, close date, status).

·         Attend RLC calls to escalate potential quarter-close risks.

SBOs / DVE / Pricing

·         Stay up to date on DS Sales Delegation and Portfolio SBO rules.

·         Support CEs/SEs with accurate, well-documented SBOs.

·         Coordinate with Pricing, DVE, Legal, and SBA for approvals.

·         Communicate SBO status and generate quotations when approved.

Order Management

·         Ensure accurate and complete processing of customer POs.

·         Collaborate with SBA, Sales, Pricing, DVE, and customers to resolve issues.

·         Track orders to closure and keep Sales updated.

·         Participate in Top Deals calls for cross-team coordination.

License Key Management / Media Orders

·         Manage non-standard License Keys (e.g., Parallel Use, Migrations, Evaluations).

·         Coordinate with AG.Keys and obtain necessary approvals.

·         Monitor expiring keys and process extensions or renewals as needed.