Atrium is hiring a Sales Operations Specialist to play an integral role in our sales team, managing the full-cycle sales process and client lifecycle. You’ll work cross-departmentally and with vendor partners to support sales operations and ensure client account accuracy in a remote environment.
What You'll Do
- Generate, review, and process accurate estimates, sales orders, and invoices using Zoho Books.
- Create quotes and place orders for clients, focusing on Point of Sale orders via Zoho CRM cases.
- Work with third-party Point of Sale vendors to ensure equipment is properly ordered, delivered, and invoiced.
- Manage vendor refunds and exchanges for equipment as needed.
- Communicate effectively with clients regarding their accounts and orders.
- Execute processes to add new capabilities to existing client agreements, synchronizing them into annual billing.
- Serve as the main sales operations point of contact for third-party Point of Sale solutions.
- Onboard new clients, including preparing partner purchase orders and sharing order status.
- Support the sales team in the client renewal process.
- Execute client offboarding, including CRM management and cancellation of third-party recurring services.
- Manage cases in Zoho CRM, ensuring efficient progression through the sales cycle.
- Assist with data cleanup projects to improve scaling and efficiency.
- Work across departments to streamline business practices and drive efficiencies.
- Collaborate with finance on annual client invoices, ensuring add-ons are documented and priced correctly.
- Collaborate on changes to sales and purchase orders as project scope evolves.
- Work on quotes and add-ons for existing clients with Atrium Care Managers.
- Work with marketing to align on sales initiatives, data accuracy, and process improvements.
What We're Looking For
- Minimum of 3 years supporting Point of Sale systems in a Sales Operations role.
- Strong analytical and problem-solving skills.
- Excellent communication and client service skills.
- Ability to effectively manage multiple clients with multiple deliverables.
- Effective time management, documentation, and organizational skills.
- Excels working in a fully remote office environment.
Nice to Have
- 3+ years experience in the higher education campus card business.
- 3+ years experience in software-as-a-service sales.
- First-hand experience working with a CRM.
Technical Stack
- Zoho Books
- Zoho CRM
Team & Environment
You’ll join an intimate but growing, passionate, and positive-minded team that is supportive and encouraging.
Benefits & Compensation
- Work with a passionate, positive-minded team that is supportive and encouraging.
- Considerable career growth opportunity.
- Contributions are visible and have a high impact.
- Enjoy the benefits of a startup while having the security and stability of a well-established, profitable company.
- Great benefits package.
- Work remote.
Work Mode
This is a fully remote position open to candidates located in the US.
As an equal opportunity employer, Atrium welcomes diverse employees and leaders with integrity, while serving clients and partners with a commitment to excellence.
