Sales Operations Specialist

Atrium Sales Operations Specialist

Do you have a passion to belong to an organization where your contributions go a long way? Do you want to belong to an intimate but growing team that is passionate about innovation, collaboration and client service?

At Atrium, we are constantly striving to grow and learn so that we can better support our clients. If you have a growth mindset, are a self-starter and thrive under a dynamic environment, you are probably a great fit for our team!

Why Atrium:

• Work with a passionate, positive-minded team that is supportive and encouraging of one another
• Considerable career growth opportunity
• Contributions are visible and have a high impact
• Enjoy the benefits of a startup while having the security and stability that comes with working for a well-established, profitable company
• Great benefits package
• Work remote

Atrium Sales Operations Specialist Job Description:

The ideal Sales Operations Specialist will be a highly organized and detail-oriented member of the sales team. The position plays an integral role in the full-cycle sales process and client lifecycle management, working with clients, vendor partners, and across internal departments. 

What You Will Do

• Full-Cycle Sales Support 
• Transaction Management - Generate, review and process accurate estimates, sales orders, and invoices using Zoho Books
• Order Processing - Create quotes and place orders for clients, using Zoho CRM cases, with a focus on Point of Sale orders.   
• Vendor Partnerships - Work with third party vendors, with a focus on Point of Sale, to ensure equipment is properly ordered, delivered and invoiced correctly.  Work with vendors on refunds and exchanges of equipment as needed. 
• Customer Communications - Communicate positively and effectively with clients regarding their accounts and orders.
• Add On Process – Execute processes to add new capabilities to existing client agreements including synchronizing them into the client’s annual billing invoice and handoff to AtriumCare. 
• Product Knowledge - To best serve clients and support the sales process, continue to gain knowledge of Atrium and third party partner product offerings. Serve as the main sales operations point of contact for third party Point of Sale solutions.    
• Client Lifecycle Management  
• Client Onboarding Process – Onboard new clients, including preparing and issuing partner purchase orders, and sharing order status with the implementation team.
• Client Renewal Process – Work with the sales team to support the client renewal process.  
• Client Offboarding Process - When necessary, execute client offboarding, including CRM management and cancellation of third party recurring services. 

CRM ManagementCase Management - Manage cases in Zoho CRM, ensuring they move through the sales cycle in an efficient and timely manner, following up with clients, vendors, and Atrium personnel as needed.  

• Data Cleanup Projects - Work with operations and other company stakeholders to assist with data cleanup projects, focusing on scaling and efficiency.

Cross-functional Collaboration Operational Process Development - As needed, work across all Atrium departments to streamline business practices and efficiencies.

• Finance - Work with finance on annual invoices to clients, ensuring add-ons have been properly documented and billed, and pricing has been adjusted accordingly based on contract terms.  
• Implementations - Collaborate on changes and adjustments to sales and purchase orders as scope changes for initial go-lives or add-ons.
• Atrium Care Managers - Work on quotes and add-ons for existing clients with Atrium Care Managers, while ensuring client account accuracy.    
• Marketing - Work with marketing to ensure alignment on sales initiatives, data accuracy, and process improvements. 

About You

• Enthusiastic and dynamic personality with high motivation
• Strong and clear communication and client management skills in order to maintain positive client relations
• Strong organization and business process skills and experience
• Excellent attention to detail and follow-up
• Exhibit a high degree of initiative and independence
• Ability to work in a fast-paced, collaborative environment

Requirements

• Minimum of 3 years supporting Point of Sale systems in Sales Operations role
• Strong analytical and problem-solving skills.
• Excellent communication and client service skills.
• Ability to effectively engage with 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 higher education campus card business
• 3+ years experience in software-as-a-service sales
• First hand experience working with CRM

 

Who We Are

Atrium Campus provides campus card management solutions reimagined for the mobile generation for the higher education, senior living, corporate and government markets. The Atrium cloud solution encompasses closed loop payments, meal plans, declining balance, activities, physical access rights, mobile credentials, identity management and more. 

Learn more about Atrium at http://www.atriumcampus.com.

Atrium complies with Diversity, Equity, and Inclusion standards, the Human Rights Act, and public contract rules. As an equal opportunity employer, Atrium welcomes diverse employees and leaders with integrity, while serving clients and partners with a commitment to excellence.

PLEASE NOTE: All candidates applying to this job posting must be authorized to work in the United States without sponsorship of any kind; no possibility of H1-B sponsorship, transfers or C2C available.