Alan Joseph
Sales Operations Specialist @Field Effect
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WORK HISTORY
Sales Operations Specialist @Field Effect
Toronto, ON, CA
Partner with global sales, legal, and partners to design and execute accurate quotes and sales orders for new and renewal business, supporting a smooth end‑to‑end sales cycle.• Maintain CRM accuracy through lead management, de‑duplication, and data hygiene, supporting reliable forecasting and pipeline visibility.• Collaborated with the COO and infrastructure teams to redesign the product trial process, eliminating manual order forms and improving the customer onboarding experience while reducing administrative effort. • Act as a bridge between sales, operations, and technical teams to ensure customer requirements are clearly understood and operationalized.
EDUCATION
St. Xavier's College
Bachelor of Management Studies(BMS)
Ivey Business School at Western University
MSc in Management, International business
ABOUT ALAN JOSEPH
Sales Operations Specialist supporting pre-sales and customer onboarding by turning complex requirements into clear, actionable solutions for sales teams. I hold an MSc in Management from Ivey Business School, specializing in International Business, which has equipped me with a nuanced understanding of global markets. My skills in business relationship management, presentations, and strategic thinking enhance my ability to contribute effectively to organizational goals.
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