Sales Operations Booking Specialist

Company Overview Based in Silicon Valley, Bridgepointe was founded in 2002 on the principle that businesses need a strategic partner and advocate when procuring, implementing, and maintaining IT services and infrastructure. The Company’s IT Strategists offer business leaders direct access to a large portfolio of vendor-agnostic solutions, employing a six-step model that starts with getting to know a client’s business, challenges, and goals and culminates in recommendations and support around supplier selection. Bridgepointe’s expert IT Strategists help clients achieve optimal IT results without costly consulting agreements. In January 2022, Bridgepointe announced a strategic growth investment from Charlesbank Capital Partners , raising more than $100 million as part of the transaction to fuel organic growth and fund acquisitions. Following this investment, Bridgepointe is building a fast-paced, entrepreneurial, and highly successful corporate team. Summary The Sales Operations Booking Specialist Level I is a highly analytical and detail-oriented professional responsible for supporting the end-to-end booking process for Sales Partners, Strategists, and other company booking needs. This role requires strong organizational and mathematical skills, excellent communication abilities, and a high level of accuracy. The ideal candidate thrives in a fast-paced environment and demonstrates a proactive, solutions-oriented mindset. Job Description – Level I This position is developing the technical and project methodology knowledge to complete transactional projects assigned. Employee will develop the skills to use CRM effectively to manage and track assigned projects including but not limited to task management to drive work. This position requires regular guidance to include the use of communication templates, project templates, prioritizing and organizing work. Bookings Specialist Responsibilities Include, But Are Not Limited To Managing the booking process for Bridgepointe Sales Partners and StrategistsMaintaining the booking queue and responding to all emails and phone inquiries in a timely mannerReviewing and interpreting supplier contracts, including supplier and agency commission structures, to ensure accurate booking verificationEnsuring accurate and consistent flow of contract and commission data from Salesforce into RPMAccurately documenting, updating, and maintaining all booking records and subsequent changes within SalesforceCollaborating with internal departments, Strategists, Partners, and Suppliers to resolve issues and support booking accuracyResponding promptly and professionally to internal and external inquiriesCompleting assigned tasks and workflows within SalesforceMaintaining departmental service level agreements (SLAs)Performing ad hoc reporting and analysis as required Qualifications & Proficiencies Minimum two years experience in telecommunicationsStrong analytical, organizational, and problem-solving skillsExcellent mathematical aptitude and attention to detailEffective verbal and written communication skillsIntermediate proficiency in Microsoft Excel preferredProactive, self-directed, and able to prioritize work effectivelyAbility to manage multiple projects simultaneously in a fast-paced environmentDemonstrated ability to work independently and collaboratively within a teamComfortable working within the cyclical nature of finance-related processesPositive, can-do attitude with a strong sense of accountabilityTenacious work ethic with the ability to see tasks through to completionExperience with Salesforce.com and RPM is a plusCollege degree preferredMust be able to work in the U.S Compensation Base compensation for this role is between $55,000 and $60,000 annually. *** Please note that this posted range reflects the minimum and maximum salary range budgeted for this position. Individual offers will be based on a variety of factors, including experience, qualifications, skills, internal equity, and market considerations. Benefits 90% Company-paid Medical, Dental, and Vision Care benefitsHSA PlansShort-term and Long-term DisabilityCompany-paid AD&D and Life InsuranceCompetitive Pay401k planFlexible PTOFlexible and innovative work environment Bridgepointe Technologies, LLC is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. For more information, please send an email to Talent.Acquisition@bpt3.net , or visit https://www.bridgepointetechnologies.com/ to learn more about Bridgepointe.