Our financial software client is looking for a motivated individual to join their sales team.

The Sales Operations Specialist will play a crucial role in providing administrative support to the sales team. This individual will assist in managing the client pre-implementation activities, as well as being the primary interface to our partners and clients during this process. They will also facilitate communications, collaboration, and interaction between the sales team and other internal groups to ensure a premium client experience.

Responsibilities

Facilitate communications across partners, clients, and internal groups
Work with new clients to complete onboarding tasks and ensure a smooth pre-implementation process including data gathering and responding to status inquiries
Act as point of contact for client document inquiries including annual questionnaires or audit requests and coordinate response with legal and IT
Monitor client onboarding status in the client portals (Coupa, Ariba, etc)
Provide general project support for the sales and implementation teams, including communicating with customer and internal team with status updates
Conduct account reviews to identify cross sell opportunities and update contracts if necessary

Requirements

Proven experience in sales operations, sales support, or a related role
Organizational and multi-tasking capability with prioritizing multiple client projects simultaneously
Strong attention to detail and accuracy in managing data entry and documentation
Excellent communication skills, including both verbal and written, since there is an extreme emphasis on email and the use of other systems
Customer-oriented mindset and commitment to delivering exceptional service
Bachelor’s degree preferred

Essential to your success in this role is your ability to support the sales team, gain their trust and manage partner and client communications. This position has been created with career advancement in mind. If you have the drive and desire to push your career to the next level, then this opportunity will offer you an aggressive growth path that comes with your success.

If you have the drive and desire to push your career to the next level, then this opportunity will offer you an aggressive growth path that comes with your success.

Interested? Apply, interviews will begin right after Thanksgiving!

Job Type: Full-time

Pay: $65,000.00 - $75,000.00 per year

Benefits:

401(k)
Health insurance
Paid time off

Work Location: Remote

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Sales Operations Specialist