Role summary
As a Commercial Operations Associate, you will support a global Commercial Operations team by maintaining high-quality CRM data, owning contract audits, and delivering reliable reporting that helps the business achieve departmental OKRs.
Key responsibilities
- Support a global Commercial Operations team by driving contract audits, CRM/database updates, and recurring reporting to help achieve departmental OKRs.
- Serve as a Salesforce (salesforce.com) administrator, including user support, basic system maintenance, and data cleanliness.
- Triage and prioritize Sales Operations requests submitted by Sales, Client Success, and executive stakeholders.
- Drive data governance to ensure accurate and complete account, asset, contact, and opportunity records in the CRM.
- Own contract audits for closed and renewing contracts, ensuring CRM records align to bookings and customer-level data.
- Produce and maintain frequent, consistent reporting on bookings, renewals, risk/churn, and sales KPIs/scoring.
- Partner with Marketing to build and maintain targeted, accurate email distribution lists to support campaign execution.
- Help manage the company’s data capture and maintenance strategy (e.g., web forms, data hygiene), including prioritizing import/export activities and list scrubbing.
- Support lead-generation operations, including data workflows, lead assignment, reporting, administration, and automation.
Qualifications (preferred)
- Experience supporting Sales/Revenue/Commercial Operations in a fast-paced environment.
- Hands-on experience with Salesforce administration and CRM data hygiene best practices.
- Salesforce experience including:
o Building Flows
o Data imports
o Data mapping / migration
o Building custom fields and formulas
- Strong attention to detail with the ability to audit contracts and reconcile CRM data to bookings.
- Comfort working with stakeholders across Sales, Client Success, Marketing, and leadership teams.
- Ability to manage multiple requests, prioritize effectively, and communicate status clearly.
- Proficiency in Excel; experience with SFDC reporting/dashboards is a plus.
What We Do
Anaqua, Inc. is a premium provider of integrated intellectual property (IP) management technology solutions and services. Anaqua’s AQX platform combines best practice workflows with big data analytics and tech-enabled services to create an intelligent environment designed to inform IP strategy, enable IP decision-making, and streamline IP operations. Today, nearly half of the top 100 U.S. patent filers and global brands, as well as a growing number of law firms worldwide use Anaqua’s solutions. Over one million IP executives, attorneys, paralegals, administrators, and innovators in large and medium-sized companies use the platform for their IP management needs. The company’s global operations are headquartered in Boston, with offices across the U.S., Europe, and Asia. For additional information, please visit anaqua.com.
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