The Sales Operations Specialist manages sales orders, contracts, and communications, ensuring compliance and supporting the sales team with process improvements and customer engagement.
About the Role
As a Sales Operations Specialist, you will execute the sales operations activities, sales orders, quotes & contracts, sales processing & bookings. You will maintain effective communications across the company to ensure proper sensitivity to the needs of the sales force and provide outstanding customer support to internal and external customers.
Team Dynamic
We are looking for an ambitious and driven individual to grow with us.
Successful candidates will possess a continuous improvement mindset and be comfortable in a dynamic company environment with changing market and organizational requirements. Must be able to quickly prioritize in an ever-changing dynamic structure, managing requests coming from a variety of sources while assuming ownership for successfully completing projects and duties.
This position supports our Global Sales and Customer Growth Teams.
Position Duties and Responsibilities
Salary range $70,000 - $80,000 plus benefits, bonus opportunities and stock options. Final salary may vary depending on skills, location, and/or experience.
#LI-Hybrid
As a Sales Operations Specialist, you will execute the sales operations activities, sales orders, quotes & contracts, sales processing & bookings. You will maintain effective communications across the company to ensure proper sensitivity to the needs of the sales force and provide outstanding customer support to internal and external customers.
Team Dynamic
We are looking for an ambitious and driven individual to grow with us.
Successful candidates will possess a continuous improvement mindset and be comfortable in a dynamic company environment with changing market and organizational requirements. Must be able to quickly prioritize in an ever-changing dynamic structure, managing requests coming from a variety of sources while assuming ownership for successfully completing projects and duties.
This position supports our Global Sales and Customer Growth Teams.
Position Duties and Responsibilities
- Assist the Sales, Sales Development and Customer Growth organization in creating sales and renewal opportunities, quotes and determining the correct bookings
- Audit and process submitted opportunities/orders for accuracy and compliance. Document feedback on identified issues causing rejections.
- Collaborate with the Finance team on order processing, billing, process, audit and compliance
- Participate in process improvement ideas and projects
- Follow necessary approvals per approval matrix to ensure proper level of approvals for each quote
- Process all orders; new business, expansion, renewals
- Modify Order Forms with custom Legal requests received from Legal team
- Assist in testing all developed changes in Salesforce and Salesforce CPQ including issues, enhancements and new product builds
- Ensure sales and sales development teams alignment to sales processes, policies and procedures
- Provide support and collaborate with sales reps and sales management in order to provide insight into the different workflows
- Work collaboratively and effectively with all levels of management and staff within the organization
- Other duties as assigned
- 2+ years of business experience supporting a high transaction sales team in a Sales Operations role
- Experience with Salesforce CRM and Salesforce CPQ is preferred
- Skilled in Microsoft Office Suite (Word, Excel, PowerPoint and Outlook) and Adobe PDF; Proficiency in Excel
- Enthusiasm for making a difference and rolling up your sleeves to see things through
- Driven, adaptable and self-motivated with a sense of urgency with close attention to detail; utilizing strong organizational/prioritization and critical thinking skills and the ability to manage competing priorities while maintaining a high level of quality in a deadline-driven environment
- Strong quantitative and qualitative analytical abilities
- Excellent interpersonal, written communication skills
- Able and willing to work off normal work hours as necessary to support the business
- Bachelor’s degree in Business Administration, Finance, or a related field
Salary range $70,000 - $80,000 plus benefits, bonus opportunities and stock options. Final salary may vary depending on skills, location, and/or experience.
#LI-Hybrid
Top Skills
Microsoft Office Suite
Salesforce Cpq
Salesforce CRM
Validity Inc. Boston, Massachusetts, USA Office
100 Summer St, Suite 2900, Boston, MA, United States, 02110
Similar Jobs
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Support planning, execution, and monitoring of marketing and sales initiatives; manage D365 workflows, dashboards, and reports; document policies and processes; perform business process analysis and continuous improvement; monitor metrics and escalate blockers; collaborate with Growth Intelligence to leverage Workday data for reporting and drive user adoption.
Top Skills:
CRMDynamics 365ExcelSQLWorkday
Beauty • Robotics • Design • Appliances • Manufacturing
Support sales performance for assigned retail accounts via demand planning, inventory tracking, purchase order execution, reporting, trade spend tracking, and forecasting. Maintain forecasts and internal systems, analyze POS and business trends, coordinate with Sales, Demand Planning, and Supply Chain, assist customer calls and presentations, and prepare monthly performance summaries.
Top Skills:
Amazon (E-Commerce Platform)ExcelForecasting ToolsPos Systems
Fintech • Financial Services
Manage a portfolio of LIHTC affordable housing investments, analyze financial performance, oversee compliance, and mentor junior team members.
Top Skills:
Asset ManagementComplianceExcelFinancial AnalysisLihtcTax Credit Regulations
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
