Sales Operations Specialist

Full-Cycle Sales Support:

• Generate, review and process accurate estimates, sales orders, and invoices using Zoho Books
• Work with third party vendors, with a focus on Point of Sale, to ensure equipment is properly ordered, delivered and invoiced correctly
• Communicate positively and effectively with clients regarding their accounts and orders

Client Lifecycle Management:

• Onboard new clients, including preparing and issuing partner purchase orders, and sharing order status with the implementation team
• Work with the sales team to support the client renewal process
• Execute client offboarding, including CRM management and cancellation of third party recurring services

Cross-functional Collaboration:

• Work with finance on annual invoices to clients, ensuring add-ons have been properly documented and billed
• Collaborate on changes and adjustments to sales and purchase orders as scope changes for initial go-lives or add-ons
• Work with marketing to ensure alignment on sales initiatives, data accuracy, and process improvements