Sales Operations Specialist

Key Responsibilities

• Process customer and partner orders and quotes via web and phone while ensuring accuracy and completeness.
• Perform advanced account maintenance, including updates, modifications, and data entry.
• Review, validate, and process sales orders, making corrections as needed to ensure accuracy.
• Investigate and resolve complex order processing issues involving technical or product-related requirements.
• Process customer transactions, including subscriptions, cancellations, account modifications, upgrades, downgrades, and migrations.
• Collaborate across departments to resolve issues and ensure a seamless customer experience.
• Demonstrate the ability to quickly learn complex systems and processes and apply that knowledge effectively.
• Successfully manage daily responsibilities in a hybrid work environment, including scheduled in-office work based on business needs.
• Perform effectively under pressure while managing multiple priorities.
• Take initiative, work independently, and consistently put customers first in everything you do.
• Apply strong critical thinking and analytical skills to evaluate complex situations, identify root causes, and develop effective solutions.
• Think outside the box to resolve unique customer, system, and order processing challenges while maintaining compliance with company policies.
• Proactively identify risks, process gaps, and opportunities for operational improvements that enhance efficiency and the customer experience.
• Exercise sound judgment when managing complex transactions, balancing customer needs with business objectives and established procedures.
• Analyze information from multiple systems to make informed decisions and recommend appropriate next steps.
• Anticipate potential issues before they impact customers or internal teams and take proactive measures to prevent delays.

Requirements

• 1+ years of experience in Sales Operations, Customer Service or Processing
• Strong Analytical and Problem-Solving Skills
• Experience processing sales orders, account maintenance, subscriptions, upgrades, downgrades, cancellations, and migrations while maintaining a high level of accuracy and attention to detail across multiple systems.
• Demonstrated ability to work independently in a hybrid environment, collaborate across departments, perform under pressure, and proactively identify and address issues before they impact customers or internal teams.

Pay

• Competitive salaries that landed us top 5% of similar sized companies (according to Comparably)
• Comprehensive health, dental and vision coverage
• 401(k) retirement match (100% matching up to 4%)
• 32 days paid time off (21 personal days, 10 national holidays, 1 floating holiday)
• 18 weeks paid parental leave for birth, adoption or surrogacy offered 1 year after start date
• $5,250 tuition reimbursement per calendar year starting 6 months after hire date
• Sage Wellness Rewards Program ($600 wellness credit and $360 fitness reimbursement annually)
• Library of on-demand career development options and ongoing training offerings

Schedule

This is a hybrid role, three days per week onsite in the Lawrenceville office.