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You’ll join the Sales Operations team as a Sales Support Specialist, managing the deal lifecycle from opportunity creation to underwriting approval. You’ll collaborate across Sales, Underwriting, Support, Implementation and Billing — delivering a seamless end-to-end experience.
Job Responsibility:
Create and manage opportunities in Salesforce & DealHub for new deals, add-ons/upgrades, change of ownerships, and re-books
Generate quotes, complete digital applications and enter deal data toward underwriting submission
Work closely with Underwriting on incomplete applications and deals on hold
Drive clear communication of requirements and next steps to the sales team
Partner with Sales, Underwriting, Implementation, and Support to keep deals moving
Process equipment add-ons and orders across multiple channels
Maintain internal tracking of DealHub add-ons and coordination with shipping/fulfillment partners (POSRG, SpotOn, etc.)
Monitor missing shipments, resolve discrepancies, and ensure correct fulfillment
send tracking and invoice details
Receive, review and action Salesforce cases from sales reps and internal partners
Maintain spreadsheets and tracking logs for equipment cases and updates
Send invoices and process billing in NetSuite and Salesforce
initiate credit memos and refunds (SOPF fees, billing corrections, etc.)
Manage SaaS increases/decreases, billing changes, terminations, seasonal/paused accounts and communicate billing status
Receive cancellation requests and coordinate equipment returns
verify eligibility and partner with Support on refunds and credit memos after approval
Serve as the primary operational support contact for the sales teams, provide status updates and collaborate with internal teams to resolve issues quickly
Requirements:
Experience in sales operations, underwriting support, or account management
Strong experience with Salesforce and DealHub preferred
Exceptional attention to detail, organization and ability to manage time-sensitive tasks across multiple workstreams
Excellent written and verbal communication skills
Ability to work cross-functionally in a fast-paced environment
What we offer:
Medical, Dental and Vision Insurance
401k with company match
RSUs
Paid vacation, 10 company holidays, sick time, and volunteer time off
Employee Resource Groups to build community and inclusion at work
Monthly cell phone and internet stipend
Tuition reimbursement for up to $2,000 per calendar year to assist with your professional development
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