Sales Operations Associate

This is a fully remote position, open to applicants in California, +3 more states.

📋 Description

• Deliver prompt and precise contract and proposal assistance to the Sales and Customer Success teams while enhancing operational processes to expand Sales Operations.

• This position oversees contract lifecycle activities, verifies booking and revenue calculations, and upholds CRM data integrity to facilitate renewals and client adjustments.

• Develop, prepare, and process proposals and contracts, ensuring that all documents are thorough and ready for signatures.

• Examine contracts for adherence to SOX and SOC1-related standards and manage the countersignature process.

• Compute and confirm Bookings and Annual Revenue Implemented to ensure accurate revenue recognition.

• Collaborate with internal stakeholders to secure client-signed contracts and address any outstanding issues.

• Manage pricing and discount requests; direct them to the Deal Desk and secure necessary approvals from Legal, Billing, and Finance.

• Ensure the accuracy of CRM data through daily, weekly, and monthly reviews and reporting.

• Assist with client repricing, billing initiatives, and termination processes for designated accounts.

• Oversee offboarding procedures for assigned clients, guaranteeing timely completion of necessary steps.

• Recognize and document opportunities to enhance productivity and implement process improvements using appropriate automation.

• Acquire and utilize new AI tools to boost accuracy and efficiency in daily tasks.

⛳️ Requirements

• Bachelor’s degree or equivalent practical experience.

• 2–3 years of experience in contracting, sales operations, or a related operational role.

• Proficiency in Microsoft Office (Excel preferred).

• Proficiency in Adobe Acrobat.

• Experience with Salesforce is required.

• Excellent written and verbal communication skills.

• Proven attention to detail and accuracy in transactional tasks.

• Capability to work independently and collaboratively in a deadline-oriented environment.

• Experience in documenting and enhancing processes; familiarity with basic automation or workflow tools is preferred.

🏝️ Benefits

• Health insurance.

• 401(k) matching.

• Flexible work hours.

• Paid time off.

• Remote work options.

• Tuition assistance.

• Employee assistance programs.

• Commuter support.

• Collaborative workspaces.