Job Information
Validity Sales Operations Specialist in Boston, Massachusetts
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
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
Required Experience, Skills, and Education
1 to 2 years of business experience supporting a high transaction sales team, Sales Operations role preferred
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
Preferred Experience, Skills, and Education
Bachelor’s degree in Business Administration, Finance, or a related field
About Validity
For over 20 years, tens of thousands of organizations across the world have relied on Validity solutions to target, contact, engage, and retain customers – using trustworthy data as a key advantage. Validity’s flagship products – Everest, DemandTools, BriteVerify, a nd GridBuddy Connect – are all highly rated, #1 solutions for sales and marketing professionals. These solutions deliver smarter email campaigns, more qualified leads, more productive sales, and ultimately faster growth.
Validity is a truly unique company - massive revenue growth, top-tier investors, 5-star product ratings, proven ability to acquire and integrate top tech companies and welcome them into the Validity family, a winning culture, and a work environment that fosters hard work, trust, and fun.
Headquartered in Boston, Validity has offices in Tampa, Denver, London, Sao Paulo, and Sydney. For more information, connect with us on LinkedIn, Instagram, and Twitter.
Validity is proud to be an equal opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants for employment regardless of actual or perceived race, color, ancestry, national origin, citizenship, religion or creed, age, physical or mental disability, medical condition, AIDs/HIV status, genetic information, military and veteran status, sex, parental status (including pregnancy and pregnancy-related conditions, childbirth, post childbirth, nursing mother, parent of a young child and parent of a foster child), gender (including gender identity and expression), sexual orientation, marital status (including registered domestic partner status), or any other characteristic protected by applicable federal, state, or local law.
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