Full-Time Business Operations Specialist

Responsibilities

Order and Contract Management (Primary Focus)

• Review and process incoming customer orders for accuracy, completeness, and compliance with Sales and Finance guidelines.
• Consult with Sales on nonstandard deal structures, pricing models, and contract terms.
• Audit customer contracts and ensure billing systems accurately reflect all contract terms.
• Participate in resolving complex order issues in partnership with management.
• Ensure timely and accurate invoices for recurring and usage-based billing models.
• Maintain high data integrity across CRM systems.

Finance Operations & Miscellaneous

• Conduct credit evaluations for new and prospective customers.
• Set up, provision, and manage customer accounts in billing and CRM systems.
• Identify and implement improvements to operational workflows and system automation.
• Support internal audits and compliance initiatives related to contracts, billing practices, and customer data management.
• Assist with Accounts Receivable functions as requested.
• Assist with financial review and special projects as needed.
• Perform other duties as assigned based on company needs.

Education and Experience

High school diploma or equivalent required; associate’s degree or higher preferred.

Minimum of 2 years of experience in a business operations or administrative role, preferably in a SaaS or IT-related environment.

Technical Skills

• Proficiency in Microsoft Word, Excel, and Outlook.
• Experience with tools such as Salesforce, NetSuite, and Adaptive is strongly preferred.
• Comfortable working with SaaS billing, CRM, and data reporting tools.

Core Competencies

• Excellent organizational skills with a strong attention to detail and accuracy.
• Demonstrated ability to work independently, resolve issues, and escalate appropriately when needed.
• Analytical thinking and experience creating or interpreting custom reports.
• Ability to coordinate across multiple departments and manage time-sensitive workflows.
• Excellent verbal, written, and interpersonal communication skills.
• Must possess good organizational skills, be able to work independently with focus and discipline to achieve the customer and company goals.
• Ability to perform consistently with high collaboration and output.

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