Business Operations Specialist jobs in United States
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BS&A Software · 19 hours ago

Business Operations Specialist

BS&A Software is a pioneering software development company specializing in cutting-edge solutions for local government management. They are seeking a motivated Business Operations Specialist to support all stages of the sales cycle, facilitate communication between prospects and customers, and manage sales operations activities.

Financial ServicesGovernmentGovTechInformation TechnologyManagement Information SystemsSoftware
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Comp. & Benefits

Responsibilities

Assist Sales organization in processing software, professional services and support opportunities
Support sales team with finalizing appropriate sales documentation; quotes, Statements of Work, Purchase Orders, Licenses & Software authorizations
Coordinate, write and drive the completion of RFI/RFPs in partnership with Sales by engaging key corporate departments while maintaining and improving an RFP repository and best practices processes
Ensure sales team alignment to sales processes, policies and procedures
Work closely with Service, Sales Engineering, Product Marketing, Marketing and other BS&A functional areas to support the sales team’s success
Work with sales teams to generate key target opportunities
Drive maintenance renewal business with partners & customers
Understand and adapt to effective sales models and programs
Support other sales efforts as assigned
The Sales Operations Specialist is responsible for the data, processes, and documentation associated with daily sales operations to ensure accurate, consistent, compliant and efficient maintenance of records
Work closely with National Sales team and assist team with daily operations
Update customer records, contracts, invoices and service specifications in Salesforce CRM
Manage sales data and perform data cleaning by managing duplicates, data changes and correcting inaccurate or missing information
Review changes to the customer annual subscription to ensure accurate billing; manage renewal process and collections
Review, investigate, and correct errors and inconsistencies in financial entries, documents and reports
Create, audit and approve renewal invoices prior sending them to the accounting system
Ensure timely billing and collections
You will need to review and validate sales related agreements for completeness and accuracy in compliance with BS&A’s policies and procedures
You will be working with Deal Desk, Sales, Finance, and/or Legal on non-compliant orders and provide direction and clarity on steps to resolve order issues
Assist the Sales team and Finance team in ad hoc projects

Qualification

Salesforce CRMQuote to Cash processExcel pivot tablesExcel vlookupsSaaS experienceAccounts ReceivableInterpersonal skillsTime managementDetail-orientedCommunication skills

Required

Bachelor's Degree from an accredited 4-year university preferred
2 + years of relevant experience, preferably in a SaaS or high-growth technology environment. You had experienced working within an Order Management team/organization
You have a deep understanding of the quote to cash process and cross-functional dependencies
You can interact and communicate effectively at all levels of the organization. Ability to work across various cross-functional teams
You can work in dynamic, fast paced, fast growing company where flexibility is imperative
Have excellent written and verbal interpersonal skills – have the ability to compose effective and accurate correspondence cross-functionally with various internal and external parties
You can be flexible, as required, during critical periods such as Quarter/Year End close, etc
You have high level of critical and logical thinking and analysis, with a confirmed proficiency in researching and resolving processing and billing issues
You have strong time management skills; ability to prioritize effectively, meet deadlines, work with others and follow through to execute all tasks
Ability to act and operate independently with minimal daily direction from manager to accomplish objectives and meet deadlines
Have working knowledge of Microsoft Word, Excel, and PowerPoint. The perfect candidate must have organization and reporting experience and be at an intermediate or advanced level with Microsoft Excel. It requires knowledge and practical working experience specifically related to VLOOKUP's, formulas, and pivot tables
Highly detail-oriented and able to multitask
Detail-oriented, organized, and able to handle multiple priorities at a time
Strong verbal and written communication skills and ability to work collaboratively within cross-functional teams

Preferred

Experience with Salesforce a plus

Company

BS&A Software

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BS&A delivers cloud ERP for 2,945+ local governments, streamlining finance to utilities with innovative tools and top-tier support.

Funding

Current Stage
Growth Stage
Total Funding
unknown
2023-05-10Acquired

Leadership Team

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Chad Harryman
Chief Executive Officer
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Tom Szur
Chief Executive Officer
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Company data provided by crunchbase