Sales Operations Specialist

BrightBytes - San Francisco, California - Full time

Job Purpose

We are looking for a Sales Operations Specialist to work closely with our Sales teams across various sales channels (District, State, Channel) and ensure pre- and post-sales alignment with our Customer Success, Product and Data Operations teams via customer service, sales processing, and administrative assignments. This position sits on the Business Operations team.

What You’ll Do

Based in our headquarters in San Francisco, this role encompasses a variety of pre-sales duties such as qualifying opportunities as well as helping to maintain our CRM. It also includes post-sales duties such as compiling sales metrics, supporting renewal management and internal communication of contractual obligations. This role will be part of a cross-channel effort, partnering closely with Sales, Finance, Client Services, and the rest of the Business Operations team to enable our sales teams and reach all public schools in the United States.

Job Responsibilities

  • Ensure sales opportunities adhere to documented company policies
  • Act as a subject matter expert for using technology tools (i.e. Salesforce and other resources as appropriate), sales reporting and sales processes and opportunity requirements
  • Expedite sales process by facilitating pricing questions, quoting customer requests, and verifying sales credit with appropriate internal groups, coordinating completion and ensuring timely responses
  • Audit sales pipeline to ensure data cleanliness for forecast accuracies and the meeting of pre-sales requirements for frictionless handoffs to Client Services and Data Operations
  • Update contracts clause reservoir to match attorney/law firm messaging and optimize contract review and negotiation processes
  • Maintain and document deal desk procedures and sales playbooks; Recommend and implement improvements in process and procedures
  • Cultivate and nurture relationships with cross-functional stakeholders throughout Business Operations, Sales, Client Services, and Finance teams
  • Assist Business Operations with projects that may come up

Job Qualifications

Hard Skills

  • BS or BA degree with 1-3 years in customer service or sales support role
  • Strong Microsoft Office and/or Google Suite skills
  • Knowledge of CRM administration and architecture (Salesforce experience a big plus)
  • Fluency in English with excellent verbal and written communication abilities
  • Helpful to have background in or knowledge of the K-12 education market

Soft Skills

  • Organization skills, strong attention to detail and good memory
  • Ability to multi-task efficiently in a fast-paced environment
  • Critical thinking and problem solving skills
  • Ability to self-motivate, work quickly and efficiently and meet deadlines
  • Flexible with a positive attitude for our dynamic and changing environment
  • Deep empathy and care for colleagues, students, teachers and education leaders

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Experience Level

Mid Level


BrightBytes’ end-to-end data management solution integrates purposeful data across ed tech systems, analyzes results against research-based frameworks, and delivers actionable information that drives learning.

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