Channel Operations Job Description
Channel operations
provides CRM expertise to sales & marketing teams to streamline, automate, and standardize core business processes on SFDC platform or any AOL project.
Channel Operations Duties & Responsibilities
To write an effective channel operations job description, begin by listing detailed duties, responsibilities and expectations. We have included channel operations job description templates that you can modify and use.
Sample responsibilities for this position include:
Ensure a high level of service is provided to clients through a very good working knowledge of banking activities and products
Represent the Company and department in a professional manner whilst dealing with our internal clients
On an ongoing basis, identify areas where costs can be reduced or procedures improved to enhance banking services
Ensure that all customer records are accurately updated and documented
Ensure that all cheque payments are sent out and applied to the clients’ accounts within the allotted time frames
All cheques drawn by the clients in GBP and Euro’s are actioned and processed upon receipt on a same day basis together with any cheque returns
Understanding UK Cheque and Credit Clearing Rules and Processes
Bank Cheques issued via Cheque Writer in Sterling, US$, Canadian $ and Euro’s on behalf of the clients to be issued within the cut off times for Jersey and Guernsey and turned around within one hour of receipt ensuring the relevant Swift message is sent for the currency if applicable
Knowledge of Paying Banks Guide and Rules to the Direct Debit Scheme and Bacs system
Basic Understanding of Swift fields, message types and their uses
Channel Operations Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Channel Operations
List any licenses or certifications required by the position: PMP, UX, CX, ITIL, AED, CPR, APICS, DMAIC, CPM
Education for Channel Operations
Typically a job would require a certain level of education.
Employers hiring for the channel operations job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Business, MBA, Marketing, Finance, Business/Administration, Education, Engineering, Management, Associates, Computer Science
Skills for Channel Operations
Desired skills for channel operations include:
End-to-end process of sales operations
SAP
CRM
English
Outlook and MS Office is preferable
Products
Merchant sign ups and QR deployments
Multidisciplinary business principles and practices to achieve successful outcomes in cross-functional projects and activities
SFDC
Bell Field Sales
Desired experience for channel operations includes:
Foreign Exchange transactions are checked and investigated thoroughly if the exchange rate exceeds tolerance before verifying the transactions
Ensure all maturities with regad to 31 Day Notice Deposits are actioned in accordance with the clients instructions
Manage the day to day workflows, supervising a small team of people, thus ensuring that by effective distribution and delegation of work, overtime is kept to a minimum
Action all On Line Service requests within 24 hours of receipt
Reconciliation items to be kept to a minimum
Key holder for the vault
Channel Operations Examples
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Channel Operations Job Description
Job Description Example
Our company is looking to fill the role of channel operations. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for channel operations
- Ensure performance (Talent Link) process is in place with team Members performance objectives identified, agreed upon and reviewed formally on a half yearly and annual basis
- Audit requests/Year end interest letters are finalished within 5 working days of receipt
- Verify SWIFT payments via Online Services in accordance with instructions received from the client in accordance with the Bank’s signing authority, relating to cheques received via Special Presentations
- Responsibility for accurate and up to date processing of all transactions financial and non financial
- Taking an active part in staff training and coaching of junior staff or staff requiring assistance with day to day tasks
- Ensure client enquiries are dealt with quickly and effectively within the scope of any service level agreement
- Monitor departmental working practices to identify and implement improvements
- Talent Link, objectives, Development Plans and Capabilities are in place with team members at Supervisor level, and are agreed and reviewed formally on a half yearly basis, in accordance with the relevant time lines
- Actively address issues in a start-up operation, proactively providing solutions
- Provide leadership for Outbound Direct Sales channel including driving results, process and simplification
Qualifications for channel operations
- Familiarity with technical acumen with an ability to understand technology solutions and potential tradeoffs
- Collaborate across multiple functions, partners, leadership levels to drive cohesive effective channel strategy
- Establish channel KPIs & optimize for improved channel portfolio performance
- Develop, build, and sustain channel operating rhythm across the business
- Deliver sales target whilst having strong ambitions to over deliver
- Identify channel competitive landscape and work with the partners to develop and execute a strategic response
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Channel Operations Job Description
Job Description Example
Our company is growing rapidly and is looking for a channel operations. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for channel operations
- Lead & own relationship with Outbound Direct Sales partner
- Cultivate long-term relationship with strategic partners to support business growth
- Share standards, best practices across Direct and Indirect channels
- Develop and execute channel growth strategy & initiatives, planning, including opportunities to generate further value and Customer retention
- Responsible for delivering business results, whilst holding budget
- Ensure 100% compliance with partnership agreement and high partner satisfaction (NPS) on a quarterly basis
- Maintain a consistent cadence of relationships at all levels of your partner that influence B2B operations and the quote-to-cash (Q2C) process to remediate pre-sales escalations and increase partner mindshare
- Working closely with the Director of Operations to develop, implement and maintain consistent operating procedures on the investment service lines & also seeking & promoting cross service efficiencies across the investment propositions
- Partner with compliance to ensure alignment of all relevant compliance policies with investment processes & procedures and monitoring program liaison
- Ongoing supervision of the Offshore Investment Client Service Desk - the team provide ongoing support to & service to clients of the offshore investment teams specifically for accounts where there is no designated Relationship Manger (RM) or the RM is a member of the Trust team
Qualifications for channel operations
- To perform administration duties in an efficient, timely and professional manner with a high level of accuracy and attention to detail
- Experience in project planning, management and delivery including all elements of scope, time, cost, risk quality, integration, procurement, and communications (7 years)
- Working across functional business units to develop effective business solutions that align with company and business unit / department objectives (12 years)
- Ability to lead via influence, persuasion, negotiation and effective communications and build relationships effectively across differing cultures and societies
- Minimum of 2 years experience in data processing, procurement, accounts payable, customer service, or an operations environment
- Personal computer skills with proficiency in Word, Excel, SharePoint, and web based systems
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Channel Operations Job Description
Job Description Example
Our company is growing rapidly and is looking for a channel operations. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for channel operations
- Manage and develop relationships with key business partners such as COE, FAM Set Up, Middle Office, Data Management and OSS and all relevant operational teams to maintain and enhance overall investment service delivery
- Provide support to the Director of Operations in respect of collating and producing accurate MI for the governance of the investment business
- Partner with Operations Control Group to review and develop the review process for investment accounts
- Assist with key investment projects as required
- Conduct post mortems on various campaigns, initiatives to be able to articulate success or gaps
- You will participate in team meetings and events and promote a healthy team working environment always striving to achieve team and personal goals and playing an active part in on the job training
- You will receive and process client instructions, both financial and non-financial, in an accurate and timely manner, demonstrating a high standard of service quality in every day activities
- You will be involved with various activities on behalf of the client including
- You will ensure that a high standard is maintained to our internal clients with prompt, professional response to service issues or queries and always looking to exceed the client’s expectations
- Participate in team meetings and events and promote a healthy team working environment always striving to achieve team and personal goals and playing an active part in on the job training
Qualifications for channel operations
- Able to adapt to change easily
- Works in team environment individually
- Self starter with leadership qualities who consistently acts with a sense of urgency
- 5+ years experience in Operations or Channel Management
- Operations and customer mindset that can leverage structured thinking and problem solving to a broad range of operations and customer challenges
- Basic financial skills to quantify expenses
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Channel Operations Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of channel operations. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for channel operations
- Perform various activities on behalf of the client, such as paying in and issuing cheques, producing Audit and Certificate of Interest requests, and ordering cheque books
- Process payments, funds, deposits, and cheques, scan and validate daily correspondences electronically, while filing and archiving them manually
- Ensure that a high standard is maintained to our internal clients with prompt, professional response to service issues or queries and always looking to exceed the client’s expectations
- Operate Channel Partner Programs
- This position will report to the Channel Operations director and will provide operational support of all channel sales teams globally with alignment to the WW Channel Sales Vice President
- Manage incentive calculations, processing and forecasting
- Evaluate channel programs, uptake, modifications, and enhancements
- Drive Salesforce enhancements and process efficiencies
- Develop periodic and ad hoc reporting for field teams executive management
- Assist with team sales compensation, quota, and performance
Qualifications for channel operations
- Delegate tasks and monitor progress, ensuring Service Level Agreements are adhered to with internal client and agents and understood by staff
- A good knowledge in general banking procedures, with an aptitude to cope with the technical and varied demands of International Banking
- To manage the day to day processing of financial and non financial work received by Banking Operations from clients, both external and internal (clients) in a timely and accurate manner on a same day basis in accordance with the agreed cut off times, keeping overtime to a minimum
- Delegate tasks and monitor progress, ensuring deadlines are met and understood by staff
- Cover Manager’s duties when absent from the office
- 1+ years of Ariba experience is a plus
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Channel Operations Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of channel operations. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for channel operations
- Build SFDC reporting as needed – track VAR pipeline and bookings
- Manage change process of systems – SFDC
- Own and manage Channel Partner Service Perfor-mance Dashboards, Cockpit and Scorecards and assure delivery on time
- Resolves operational issues that may arise from the end-to-end sales process (e.g., order status, returns, and deliveries, invoicing, returns, and financial postsales programs, reporting)
- Provides active sales support to the field sales team and Managers Channel Operations
- Act as the lead liaison and strategic partner in collaborations with cross-functional teams, including brands, gCOI, Access Solutions, Supply Chain Planning, Strategic Pricing & Contract Management (SPCM), FOIM, Pharma Informatics, Distribution, field account managers, other MCCO groups, data and process owners, external business partners and third parties
- Develop, maintain and manage external vendor partners and foster strong collaboration with partner groups such as gCOI, Field Operations & Information Management (FOIM) on large-scale technology projects
- Lead systems and related projects across the project lifecycle, starting from planning, initiation, development, implementation, communication, change management activities, risk management and the collection of best practices
- Develop meaningful and compelling business cases aligned with CO objectives
- Partner with gCOI and lead the development of the annual 3 year technology roadmap for support CO business objectives
Qualifications for channel operations
- Working knowledge of grid/utility markets, residential service markets, energy storage applications and/or other grid-tied technologies (PV, wind, EE, DR)
- An in-depth knowledge and proven experience of successfully implementing a B2B EMM channel sales plan at a top-tier MNO is required (5+ years)
- Demonstrates ability to drive results and positive outcomes of channel sales plans at leading NA MNOs
- Strategic mindset and understanding that partnership success is measured in purchase orders press releases
- Advising our marketing team on which field incentive levers and channel incentives can drive lead-generation and sales
- Demonstrated C-level presentation and communication ability to NA MNO field sales teams and partner executives