Pearson Sales Operations Specialist, CTE in Chandler, Arizona

Sales Operations Specialist, CTE


At Pearson, we’re committed to a world that’s always learning and to our talented team who makes it all possible. From bringing lectures vividly to life to turning textbooks into laptop lessons, we are always re-examining the way people learn best, whether it’s one child in our own backyard or an education community across the globe. We are bold thinkers and standout innovators who motivate each other to explore new frontiers in an environment that supports and inspires us to always be better. By pushing the boundaries of technology - and each other to surpass these boundaries - we create seeds of learning that become the catalyst for the world’s innovations, personal and global, large and small.

The Sales Operations Specialist for Career and Technical Education (CTE), supports the Learning Services Sales Organization. Sales Operations helps drive the salesforce productivity and effectiveness while providing the highest level of customer service for the sales organization to help ensure successful sales. Sales Operations is solution oriented and applies logical and rational decision making to resolve all unique customer challenges while ensuring solutions work within the systems and policies.

The Sales Operations Specialist, CTE partners with the Sales team and the CTE Business partners and serves as a single point of contact in all order presale activities, quotes, and day-to-day related support for CTE Sales. The Sales Operations Specialist understands the quote to cash process for order processing which includes the applications and tools that support the process. Sales Operations understands the details and reasoning of a particular sales order or quote and the financial rules, system requirements, deployment and infrastructure constraints and business compliance guidelines.


  • Serve as a single point of contact for the Sales team for presale and order activities and day to day support of CTE business.

  • Serve as a single point of contact for the CTE business partners including the NCCER Ed Directors, the Health Science reps and the Certiport team.

  • Manage the Salesforce pipeline for NCCER Opportunities; create the initial Opportunity, change the status throughout the lifecycle of the Opportunity until it is Closed.

  • Create or manipulate quotes using Salesforce quoting tool adhering to all Finance, Business and System policies and structure.

  • Partner with Sales to manage complex and non-standard deals from presale through delivery; provide oversight on deals to ensure accurate invoicing and delivery; communicate deal status to Sales.

  • Respond to Sales and Customer phone calls and emails regarding CTE product inquiries; act as an agent of the Sales team to facilitate requests or solve escalated issues; liaison with internal teams including Customer Service to ensure CTE quotes are efficiently processed for revenue or issues are resolved.

  • Collaborate with the Sales Operations Market specialists to prepare quotes and solutions across CTE and other products.

  • Create spreadsheets and other documentation to accurately represent the proposed structure of a complex deal; provide clear and complete direction to order processing to reduce any booking delays.

  • Participate in presale deal teams; provide input on systems and order processing to ensure compliance.

  • Review deals for accuracy and completeness; conduct quality control on orders to verify required non-standard approvals are obtained and documented; ensure deals are compliant with revenue recognition rules.

  • Prepare deferral calculation for all non-standard payment requests; interpret and draft credit analysis overview and route for approval.

  • Record and track time allocation metrics.

  • Assess order holds and other issues and formulate solutions to reduce delays in recognizing revenue.

  • Review escalated scenarios or issues; use systems and other resources to identify the scope of the issue; determine solutions and provide direction to other groups, as appropriate, to resolve.

  • Have knowledge of the schedule of authority for approvals outside the systematic routing; articulate approval requests; facilitate for appropriate approvals.

  • Review, document and process spend requests through Markview; engage Legal and Finance as required based on the specifics of the spend request and in accordance with the Pearson Gifting Policy.

  • Manage executed contracts by coordinating with Legal and Finance to ensure compliance for order processing.

  • Deliver strategic insights to sales leaders to facilitate data driven decision making.

  • Recommend and drive process improvements.

  • Manage and prioritize multiple tasks.

  • Demonstrate teamwork, dedication, and a commitment to excellence.

  • Interact with all levels of management; communicate effectively verbally and through email.


  • Highly organized with the ability to prioritize workload to meet deadlines.

  • Demonstrated ability to learn quickly and be adaptable to change management within processes and/or applications.

  • Strong customer service and teamwork skills.

  • Experience or knowledge of CTE is a plus.

  • Professional demeanor to maintain and enhance relationships.

  • Excellent communication skills (written and oral).

  • Able to problem solve through thorough research and analytical skills.

  • Microsoft Excel knowledge required.

  • Salesforce experience is a plus.

  • Oracle experience is a plus.

  • Must have excellent organizational skills, be detail oriented.

  • Excellent verbal and written communication skills and the ability to interact professionally with diverse groups, executives, managers and subject matter experts.

Pearson is an Equal Opportunity and Affirmative Action Employer and a member of E-Verify. All qualified applicants, including minorities, women, protected veterans, and individuals with disabilities are encouraged to apply.

Primary Location: US-AZ-Chandler

Work Locations: US-AZ-Chandler-3075 West Ray 3075 W Ray Rd Park at San Tan Chandler 85226

Job: Sales

Organization: North America

Employee Status: Regular Employee

Job Type: Standard

Shift: Day Job

Job Posting: Nov 29, 2018

Job Unposting: Ongoing

Schedule: Full-time Regular

Req ID: 1815711

Pearson is an Equal Opportunity and Affirmative Action Employer and a member of E-Verify. All qualified applicants, including minorities, women, protected veterans, and individuals with disabilities are encouraged to apply.