Services Operations Specialist

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.