Opening - Sales Operations Specialist

The ideal Sales Operations Specialist will be a highly organized and detail-oriented member of the sales team. The position plays an integral role in the full-cycle sales process and client lifecycle management, working with clients, vendor partners, and across internal departments. 

What You Will Do

• Full-Cycle Sales Support 
  • Transaction Management - Generate, review and process accurate estimates, sales orders, and invoices using Zoho Books
  • Order Processing - Create quotes and place orders for clients, using Zoho CRM cases, with a focus on Point of Sale orders.   
  • Vendor Partnerships - Work with third party vendors, with a focus on Point of Sale, to ensure equipment is properly ordered, delivered and invoiced correctly.  Work with vendors on refunds and exchanges of equipment as needed. 
  • Customer Communications - Communicate positively and effectively with clients regarding their accounts and orders.
  • Add On Process – Execute processes to add new capabilities to existing client agreements including synchronizing them into the client’s annual billing invoice and handoff to AtriumCare. 
  • Product Knowledge - To best serve clients and support the sales process, continue to gain knowledge of Atrium and third party partner product offerings. Serve as the main sales operations point of contact for third party Point of Sale solutions.    
• Client Lifecycle Management  
  • Client Onboarding Process – Onboard new clients, including preparing and issuing partner purchase orders, and sharing order status with the implementation team.
  • Client Renewal Process – Work with the sales team to support the client renewal process.  
  • Client Offboarding Process - When necessary, execute client offboarding, including CRM management and cancellation of third party recurring services. 

Learn more & apply