Services Operations Specialist

Roles and Responsibilities:

Draft, edit, and distribute client-facing scope documentation (Proposals, Statements of Work, etc.) with a focus on accuracy, quality, and speed.

Balance and prioritize multiple internal and client deadlines, ensuring deliverables are completed quickly without sacrificing quality, and that turn-around times support the success of sales opportunities.

Work within Salesforce to accurately update records, adjust pricing and hours, and manage requests.

Take ownership of identifying and evaluating risks tied to each opportunity, making informed decisions on required approvals and risk mitigation strategies. Clearly and proactively communicate key information, escalations, and exceptions to internal stakeholders throughout the lifecycle of a sales campaign.

Oversee version management of all client-facing documents, ensuring accurate and up-to-date scope and pricing details are communicated.

Identify, escalate, and drive the resolution of issues early within the scope and deliverable approval process by collaborating with the right teams and keeping momentum going toward timely outcomes.

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.