The Operations Associate will support the sales lifecycle by ensuring accurate CRM management, efficient order processing, contract administration, and case management. This role acts as a critical liaison between sales, legal, finance, and operational teams to maintain data integrity, facilitate customer engagements, and ensure seamless execution of operational processes. The position requires strong attention to detail, process compliance, stakeholder management, and expertise in Salesforce CRM.
Role & Responsibilities:
Operations & CRM Management
- Manage and maintain Salesforce CRM records, including Accounts, Contacts, Opportunities, and Leads.
- Ensure accurate and timely sales tracking, pipeline management, and data integrity within Salesforce.
- Monitor CRM data quality and resolve discrepancies to support effective sales reporting and forecasting.
- Support sales teams with Salesforce/CRM-related activities and process adherence.
Contract Management
- Draft customer contracts, statements of work, and related sales documentation.
- Perform contract redlining and coordinate revisions with legal and business stakeholders.
- Maintain contract records and documentation for audit and compliance purposes.
Order Processing & Case Management
- Manage sales-related cases and coordinate with internal stakeholders for resolution.
- Process Executed contracts and opportunities within Salesforce.
Stakeholder Collaboration
- Work closely with Sales, Legal, Finance, Operations, and Customer Success teams to facilitate business processes.
- Serve as a point of contact for operational inquiries related to contracts, cases, and CRM records.
Support continuous process improvement initiatives to enhance operational efficiency.
Prerequisites & qualifications:
- Bachelor's degree or equivalent is preferred, although comparable experience will be considered in lieu of a degree
- Minimum 3-5 years’ experience in sales operations or account management in a technology field preferred.
- Experience with contract management systems and the contracting lifecycle.
- Strong organizational, analytical, and multi-tasking skills are essential to manage competing priorities and meet deadlines.
- Excellent oral and written communication skills are needed to interact effectively with the stakeholders across the organization.
- A proactive and independent work ethic, with the ability to take ownership, offer solutions, and drive tasks to completion.
- Proficiency in the MS Office suite is required for daily operational tasks.
- Proficiency in Salesforce or other CRM software systems
- Must be willing to work in a US Time Zone
Team members will participate in the weekend on-call rotation at least once per month.
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Skills Required
- Bachelor's degree or equivalent preferred
- 3-5 years' experience in sales operations or account management preferred
- Strong experience using Salesforce.com
- Excellent interpersonal and communication skills
- Proficient in Microsoft Office and WebEx
Kroll Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Kroll and has not been reviewed or approved by Kroll.
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Healthcare Strength — Medical, dental, and vision coverage with HSA/FSA options are part of the U.S. package, alongside life and AD&D. Breadth across core health benefits is positioned as competitive for a large advisory firm.
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Retirement Support — A 401(k) plan with company match is a core element of the package. Retirement support is consistently highlighted as competitive within total rewards.
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Leave & Time Off Breadth — Paid holidays, sick leave, and PTO are included, with generous time off and parental/family leave for U.S. roles. Some roles also offer hybrid/WFH flexibility that complements time-off usability.
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What We Do
Kroll is the world’s premier provider of services and digital products related to valuation, governance, risk and transparency. We work with clients across diverse sectors in the areas of valuation, expert services, investigations, cyber security, corporate finance, restructuring, legal and business solutions, data analytics and regulatory compliance. Our firm has nearly 5,000 professionals in 30 countries and territories around the world. For more information, visit www.kroll.com.
