Sales Operations Specialist

Role Overview

• 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.
• 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.
• CRM Management
• Manage cases in Zoho CRM, ensuring they move through the sales cycle in an efficient and timely manner, following up with clients, vendors, and Atrium personnel as needed.
• Data Cleanup Projects
• Work with operations and other company stakeholders to assist with data cleanup projects, focusing on scaling and efficiency.
• Cross-functional Collaboration
• As needed, work across all Atrium departments to streamline business practices and efficiencies.
• Work with finance on annual invoices to clients, ensuring add-ons have been properly documented and billed, and pricing has been adjusted accordingly based on contract terms.
• Collaborate on changes and adjustments to sales and purchase orders as scope changes for initial go-lives or add-ons.
• Work on quotes and add-ons for existing clients with Atrium Care Managers, while ensuring client account accuracy.
• Work with marketing to ensure alignment on sales initiatives, data accuracy, and process improvements.

Requirements

• Minimum of 3 years supporting Point of Sale systems in Sales Operations role
• Strong analytical and problem-solving skills.
• Excellent communication and client service skills.
• Ability to effectively engage with multiple clients with multiple deliverables.
• Effective time management, documentation and organizational skills.
• Excels working in a fully remote office environment.

Benefits

• Work with a passionate, positive-minded team that is supportive and encouraging of one another
• Considerable career growth opportunity
• Contributions are visible and have a high impact
• Enjoy the benefits of a startup while having the security and stability that comes with working for a well-established, profitable company
• Great benefits package
• Work remote