Job Summary
As a Sales Operations Specialist, you will be processing a high volume of client contracts and new client information into multiple systems along with improving and implementing processes within these systems. With a professional demeanor and strong work ethic, you'll utilize your critical thinking and problem solving skills to contribute to the Sales Operations team.
Responsibilities
- Process Contracts using Salesforce and DocuSign’s Contract Lifecycle Management system (CLM)
- Process New Client Information in multiple systems
- Process Client Offboardings
- Create tickets for additional services for existing clients
- Maintain ticket statutes on the Sales Operations Dispatch Board
- Create and Update processes in SharePoint for Sales Operations, Business Development, and Customer Experience Teams
- Process all Client names and address changes
- Create Sales Pipeline reports for the Sales and Project Management teams
- Creating reports in Salesforce
- Set up New Users in Salesforce, DocuSign/CLM, and Outlook
Skills
- Professionalism and strong work ethic
- Detail Oriented
- Excellent Organization skills
- Critical thinking and problem-solving skills
- Oral and written communication skills
- Teamwork and collaboration skills
- Must be able to work independently with little supervision
Qualifications
- 5+ years of work experience in a corporate environment
- 3+ years of experience in a relevant position
- Knowledge of Salesforce and DocuSign a must, CLM a plus
- Ability to commute to NYC office on a hybrid basis
The Benefits of Working for Abacus:
- Exposure to diverse array of technologies
- Part of a team of experienced technicians that aim to deliver exceptional service
- Competitive compensation
- Robust benefits package: medical, dental, vision, disability, life insurance, 401k, and PTO
- Opportunities to further technical education through online courses
- Positive, friendly, supportive office environment
- Workplace perks such as healthy snacks, wellness program, and fun events
Salary: 60-70k
Top Skills
What We Do
Abacus Group, LLC is a leading provider of hosted IT solutions and service focused on helping alternative investment firms by providing an enterprise technology platform specifically designed for the unique needs of the financial services industry. The innovative and award-winning Abacus Cloud platform allows investment managers to source all technology needs as a service, offering the capacity to scale on demand to meet current and future cybersecurity, storage and compliance requirements. The company has offices in New York, NY; San Francisco, CA; Boston, MA; Dallas, TX; Greenwich, CT; Los Angeles, CA; Charlotte, NC; and London, England. For more information, visit www.abacusgroupllc.com
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