The Services Operations Specialist drafts and manages client-facing documentation, oversees deadlines, updates Salesforce records, and communicates project details internally.
As a Services Operations Specialist, you will work closely with key stakeholders from across our organization including Sales, Engineering, Service Delivery, Sales Operations, Legal, and Finance. To be successful in this role, you will need to be a master communicator with a desire to learn a lot very quickly and to work in a fast-paced, highly collaborative, and results-driven environment.
Roles and Responsibilities:
- Draft, edit, and distribute client-facing scope documentation (Statement of Work, Project Change Requests, etc.) with a focus on accuracy and quality.
- Manage internal and Client deadlines to ensure deliverables are completed in a timely manner and to ensure that turn-around times won’t negatively impact a sale.
- Work within Salesforce to accurately update records, adjust pricing and hours, and manage requests.
- Identify any risks associated with an opportunity and make decisions to determine required approvals or steps needed to mitigate risks.
- Communicate key information to internal stakeholders throughout the lifecycle of a sales campaign, including escalations and exceptions, as needed.
- Organize and maintain project-related scope documentation and other assets in Teams/SharePoint.
- Identify and escalate any issues that appear within the OA process and work with the appropriate teams to remediate said issues.
Qualifications:
- 2-5 year(s) work experience in a corporate setting.
- Proficiency with Microsoft Office products (Word, Excel, PowerPoint).
- Proficiency with Microsoft collaboration tools (SharePoint, Teams).
- Experience with Salesforce (not required).
- A commitment to delivering a consistently high-quality work product.
- A mastery of the English language and written communication skills (spelling, grammar, punctuation).
- A sense of urgency in meeting deadlines.
- Strong attention to detail.
- Ability to work independently and own a number of different task types.
- A high level of communication with internal teams.
- The ability to effectively toggle between multiple projects.
- Eagerness to learn new concepts and skills.
Top Skills
MS Office
Microsoft Sharepoint
Microsoft Teams
Salesforce
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