Sales Operations Specialist 業務營運專員

我們正在尋找一位細心、具備高度執行力的業務營運專員，協助業務團隊在日常營運與銷售流程中的各項支援工作。此角色將橫跨業務、財務與營運之間，確保銷售流程順暢、數據準確，並提升整體團隊效率。

這不僅是行政支援角色，更是業務流程中的關鍵橋樑，適合對業務運作、數據管理及跨部門協作有興趣的人選。

【主要工作內容】
一、銷售流程
・出帳流程（Billing）及開立發票作業
・內部系統流程執行
・銷售合約歸檔與管理
・協助銷售前準備工作（資料整理、提案支援等）

二、財務對接與帳務管理
・與財務部門合作，作為第一線窗口與客戶及供應商對接
・處理客戶付款狀況追蹤
・確保資料正確性與時效性

三、數據管理與營運支援
・維護與校準銷售相關數據（Sales data / CRM）
・協助製作報表與數據整理
・支援內部營運流程優化與資料管理

四、供應商與外部合作管理
・協助供應商資料管理與溝通
・執行付款流程與相關文件整理

五、銷售前支援與市場研究
・協助潛在客戶資料蒐集與整理
・進行基本市場研究（產業、競品、客戶背景）
・支援業務開發前期準備工作

【基本條件】
・具備良好溝通能力與跨部門協作能力
・細心、負責，對數字與資料敏感度高
・能同時處理多項任務，具備良好時間管理能力

【加分條件】
・有業務助理 / Sales Ops / 行政相關經驗
・熟悉 CRM 系統或 ERP 系統
・曾有與財務或帳務流程合作經驗
・對 SaaS / Cloud / 科技產業有基本理解

【我們在找的人】
・做事細緻但不只是執行，能理解流程背後邏輯
・願意作為業務、財務與營運之間的橋樑
・對業務或銷售進一步轉化營業額運作有興趣，未來也有機會往 Sales / BD 發展

【補充說明】
此職位將直接與業務主管及跨部門團隊密切合作，參與公司成長過程中的關鍵營運環節，對於想深入了解 B2B 銷售流程與商業運作的人選，是一個很好的切入點。

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We are looking for a detail-oriented and highly execution-driven Sales Operations Specialist to support the sales team in daily operations and across the sales process. This role sits at the intersection of Sales, Finance, and Operations, ensuring smooth execution of sales workflows, data accuracy, and overall team efficiency.

This is not just an administrative role, but a key bridge within the sales process. It is ideal for someone who is interested in business operations, data management, and cross-functional collaboration.

【Key Responsibilities】
1. Sales Process Support
・Manage billing processes and invoice issuance
・Execute internal system workflows and applications
・Maintain and organize sales contracts and documentation
・Assist in pre-sales preparation (e.g., materials organization, proposal support)

2. Financial Coordination & Account Management
・Collaborate with the Finance team, acting as a primary point of contact for clients and vendors
・Track and follow up on customer payment status
・Ensure data accuracy and timeliness in financial records

3. Data Management & Operations Support
・Maintain and reconcile sales-related data (Sales data / CRM systems)
・Support reporting and data consolidation
・Assist in internal process optimization and data management initiatives

4. Vendor & External Partner Management
・Support vendor data management and communication
・Execute payment processes and maintain related documentation

5. Pre-sales Support & Market Research
・Assist in collecting and organizing potential customer information
・Conduct basic market research (industry trends, competitors, customer background)
・Support early-stage business development preparation

【Basic Qualifications】
・Strong communication skills and ability to collaborate across teams
・Detail-oriented, responsible, and sensitive to numbers and data
・Ability to manage multiple tasks with good time management

【Preferred Qualifications】
・Experience in Sales Assistant / Sales Operations / Administrative roles
・Familiarity with CRM or ERP systems
・Experience working with finance or accounting processes
・Basic understanding of SaaS / Cloud / technology industry

【Who We’re Looking For】
・Detail-oriented but also able to understand the logic behind processes
・Willing to act as a bridge between Sales, Finance, and Operations
・Interested in business operations and how sales activities translate into revenue, with potential to grow into Sales / BD roles

【Additional Information】
This role will work closely with the Sales Manager and cross-functional teams, and be involved in key operational aspects of the company’s growth. It is a great opportunity for someone who wants to gain deeper exposure to B2B sales processes and overall business operations.