Sales Operations Specialist

Posted Yesterday
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Cleveland, OH
Junior
Consulting
The Role
The Sales Operations Specialist manages sales pipeline, creates proposals, collaborates with teams, and reports on sales activities, supporting strategic account expansion.
Summary Generated by Built In

Role:

Sales Operations Specialist

Location:

  • Clearsulting is headquartered in Cleveland, OH, with additional offices located in Chicago, IL; Columbus, OH; and Dallas, TX. Other cities are welcome remotely.
  • Office Options: Hybrid or Remote. Team members residing within a 45 minute commuting radius of a Clearsulting office, we expect 8 days of in-person work per month, allowing flexibility choosing these days to accommodate client meetings, team syncs and individual schedules. 
  • Travel Expectations: 0-10%

Who We Are:

Clearsulting is a global consulting company with the motivation to deliver positive change through digital finance. Our team consists of finance specialists that bring experience and technical capabilities across the spectrum of finance, including financial close, digital reporting, risk advisory, treasury and more.

Clearsulting stands by its culture, shaped by our five Core Values: GRIT, Growth Mindset, Joy, Accountability, and Teamwork. Our unwavering dedication to these principles has garnered national recognition for our strong leadership, innovative approach, and outstanding workplace environment. Below are some of the awards and accolades that honor our commitment to excellence:

  • Fortune’s Best Workplaces in Consulting (2022-2024)
  • 'Great Place to Work' Certified (2022-2024)
  • 'Consulting's Fastest Growing Firms' - Consulting Magazine (2022)
  • Inc. 5000 Fastest-Growing Private Companies in America (2020-2024)
  • #4 “Fastest Growing Consulting Firm” – Consulting Magazine (2020)

What You’ll Do:

  • Manage end-to-end pipeline, including managing correspondences with prospects, proactively updating Salesforce, creating SOWs and proposal decks, leading vendor onboarding, and completing knowledge transfers to delivery teams.
  • Collaborate daily with Strategic Alliances, Marketing, and Practice team members at Clearsulting, as well as Coupa account executives.
  • Help create sales collateral to support end-to-end pursuit cycles for our Source to Pay practice.
  • Build relationships with prospective companies and nurture relationships at target accounts.
  • Report on pipeline to key stakeholders on a weekly basis.
  • Collaborate with Clearsulting Client Relationships to support account expansion for strategic accounts.
  • Work with Business Operations to ensure all quals and other pursuit documents are up to date and inventoried.
  • Participate in annual Alliance Sales Kick Off (SKO).

What You’ll Bring:

  • 2+ years of professional work experience in Sales, Marketing, Business Development, Operations or similar
  • 1+ years of experience using SalesForce   
  • Authorized to work in the United States without the need for employer sponsorship now or in the future

Nice-to-Haves:

  • Experience working with technology solutions like Coupa, Kyriba, BlackLine, OneStream, Workiva, etc.  
  • Project Management and/or event planning experience
  • Understanding of sales cycle
  • Demonstrated ability to handle multiple tasks and prioritize effectively
  • Detail-oriented and committed to delivering quality work for our clients and internal stakeholders.
  • Innate curiosity, proactive attitude and strong team collaboration skills
  • Strong written and verbal communication skills

Benefits that Benefit You:

We want to cultivate a thriving culture and company—and we know that your health and well-being matter. We offer a benefits package and perks for our team members that include:

  • Medical, dental, and vision coverage
  • Unlimited PTO
  • Paid parental leave
  • Retirement plans
  • Flexible work environment
  • Cell phone reimbursement
  • Access to mental health apps
  • Life insurance and disability coverage
  • Opportunities for ad hoc bonuses

Excited about what we're doing but don't fit every requirement? No problem! At Clearsulting, we're forward-thinkers on a mission to redefine consulting excellence. We're all about diversity and inclusion, committed to assembling teams that mirror the world around us. So, if you're passionate about our mission, you could be the perfect fit for this role or another within our dynamic team. Don't hesitate to apply!

Learn more about Clearsulting by visiting https://www.clearsulting.com/careers/culture/  

#LI-NH1

Top Skills

Blackline
Coupa
Kyriba
Onestream
Salesforce
Workiva
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The Company
HQ: Cleveland, OH
233 Employees
On-site Workplace
Year Founded: 2015

What We Do

Clearsulting is a consultancy whose mission is to help finance become a better partner to the business. With our innovative thinking, we’re able to develop sustainable solutions that allow teams to drive results and work better, together. We operate across North America and Europe, and specialize in enterprise performance management, finance effectiveness, record-to-report, risk advisory, and treasury services that take a digital-minded approach to push your business further.

Clearsulting service offerings:
Record-to-Report
• R2R Process Improvement
• R2R Optimization
• Intercompany
• System Design & Implementation

Finance Effectiveness
• Digital Finance
• Shared Services and BPO Advisory
• Financial Systems Strategy and Selection
• Order-to-Cash
• Procure-to-Pay
• Tax
• Analytics and Data Visualization

Enterprise Performance Management
• Financial Consolidation
• Budgeting & Forecasting
• Management Reporting & Analytics

Treasury Management
• Leading Practice Review & Roadmap
• Treasury Technology
• Bank Relationship Management
• Risk Management
• Payment Platforms & Technologies
• Security & Controls

Risk Advisory
• Internal Audit Co-Sourcing & Outsourcing
• Sarbanes-Oxley Compliance
• Digital Continuous Audit
• Strategic Audits

Technology Ecosystem
• Alteryx
• BlackLine
• Coupa
• Kyriba
• OneStream
• Workiva

Marketplace awards and recognition:
• Certified - Great Places to Work (2022)
• Inc. 5000 "Fastest-Growing Private Companies" - Inc. (2021, 2020)
• #1 "Best Small Firms to Work For"​ - Consulting Magazine (2019)
• "Seven Small Jewels"​ - Consulting Magazine (2019, 2018)
• Top 25 "Best Consulting Firms"​ - Vault (2019)

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