Sales Operations Associate

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

📋 Description

• Develop, prepare, and manage proposals and contracts, ensuring all documents are complete and ready for signatures.

• Examine contracts for adherence to SOX and SOC1-related requirements and facilitate the countersignature process.

• Calculate and verify Bookings and Annual Revenue Implemented to ensure accurate revenue recognition.

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

• Assess pricing and discount requests; forward to Deal Desk and acquire necessary approvals from Legal, Billing, and Finance.

• Ensure CRM data integrity through daily, weekly, and monthly assessments and reporting.

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

• Oversee offboarding processes for assigned clients.

• Identify and document opportunities for productivity enhancements and implement process improvements with suitable automation.

• Acquire knowledge of and utilize new AI tools to boost accuracy and efficiency.

• Maintain and revise operational process documentation and standard operating procedures.

• Aid in partner payment validation and calculations.

• Provide direct operational assistance to designated Sales and Customer Success stakeholders.

• Support with ad-hoc reporting and analysis.

• Assist with additional End of Month and End of Quarter tasks.

⛳️ Requirements

• Bachelor’s degree or equivalent practical experience.

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

• Proficiency in Microsoft Office, particularly Excel, is preferred.

• Proficient in Adobe Acrobat.

• Experience with Salesforce is required.

• Excellent written and verbal communication skills.

• Proven attention to detail and accuracy in transactional tasks.

• Ability to work independently and in collaboration within a deadline-driven environment.

• Experience in documenting and enhancing processes.

• Familiarity with basic automation or workflow tools is preferred.

• Professional demeanor and a collaborative approach with cross-functional partners.

🏝️ Benefits

• Annual discretionary bonus plan, variable compensation plan, and equity plans, based on role eligibility.

• Health and financial benefits.

• Commuter support.

• Employee assistance programs.

• Tuition assistance.

• Employee resource groups.

• Collaborative workspaces.

• Flexible work-life balance.

• Book clubs.

• External speakers.

• Hackathons.

• Company culture focused on learning.

• Engaged team support.

• Inclusive environment.