Operations Assistant (Sales & CSM)

Polished Geek is a thriving, growing monday(.com) Gold partner agency. We’re looking for dependable, energetic people to manage and support our internal client and sales operations, and support our executives.

This position is for a full-time permanent hire on our team (after successfully completing your 90-day probationary period).

You will work directly with all members of our leadership team and are instrumental to our success and effectiveness as a consulting firm. You will report directly to the CEO and provide daily administrative support to the Client Success Manager and/or the Sales & Marketing Team.

In this role, you will manage and support our Client & Sales Operations, performing a wide variety of administrative tasks and responsibilities. While the primary focus of your position may be designated as Client Operations or Sales Operations, depending on the workload and availability of your team members, flexibility and cross-training will be required so you can support both areas of the business as needed.

This role has the career potential to grow into a support analyst or support consultant position after 12 – 18 months if you have the interest and talent for business process analysis and learning monday?com at a highly detailed level.

The administrative responsibilities will be quite varied and will include:

1) Coordinate complex scheduling and calendar management for our consulting team, leadership, clients and executives.

2) Take detailed meeting notes during sales calls and demos by the sales team (average number of these calls each day is approximately 4-5).

3) Provide data entry administrative support in multiple software platforms (Click to view, Salesforce, Salesloft, Excel, Zoom, Google Suite, etc.)

4) Support the sales pipeline process with daily routine CRM tasks and ad hoc tasks as needed.

5) Prepare sales materials as directed (for example, pricing comparison charts in Excel, proposal supporting documentation in Word).

6) Audit and reconcile data between platforms and systems on a regular basis each week. Uncover discrepancies and provide supporting documentation to leadership team members.

7) Thoroughly document internal business processes step-by-step as the position is learned to create an operations manual for our company.

8) Support email marketing efforts for the Client Success and Sales leaders – data entry, monitor and manage inboxes, draft email replies and other marketing support.

9) Perform extensive data entry and analysis inside our monday(.com) account for sales, commissions, software revenue and other critical financial metrics

10) Other administrative and operational duties as assigned.

Desired skills and aptitude:
– Excellent written and verbal English – must be fluent and easy to understand
– Highly organized and detail-oriented, with excellent time-management skills
– Experienced in preparing reports, performing data audits and analysis
– Experienced using CRM systems to organize, manage and report on data
– Strong experience with Excel, Word, Gmail, Zoom, Google Calendar and other common remote office software
– Experience with Salesforce, Salesloft and/or Click to view is preferred, but not required
– Phone call support for incoming calls may be required of this role in the future
– Team-oriented, patient and thorough
– Reliable and dedicated, eager to learn and take on new challenges
– Ability to multitask: Able to effectively prioritize work to meet company needs in a fast-paced environment with frequent changes and new task assignments
– Must be able to maintain strict confidentiality with all materials and information. A Non-Disclosure Agreement (NDA) will be required upon hire.
– You must genuinely enjoy helping others achieve their goals and stay organized; you should have pride in becoming a “backoffice superpower” behind our successful agency

All training will be provided as part of your job.

We seek reliable team players who enjoy working remotely in a small business environment. You must have excellent home office internet service and be willing to work full time, USA timezone hours Monday – Friday.

We are seeking motivated employees looking for a long-term career with a great team, so please do NOT apply for this position if you plan to work any other job M-F.

Please be aware that a thorough background check is required for this position, because of our strict security policies. We run background checks, including your criminal, education and employment history, once a job offer has been made by us and you have agreed to accept. Please only apply if you are able to submit to rigorous third-party verification of your full educational and employment background.