Serve as liaison between Sales and Operations, ensuring clear understanding of process requirements, timelines, and deliverables.
Support sales leadership and representatives by providing accurate information on operational capabilities, process steps, and expected service levels.
Capture and relay feedback or recurring challenges from Sales and clients to the Business Support teams for review and improvement.
Partner with Operations leaders to identify opportunities to enhance the sales-to-operations handoff experience.
Participate in or lead client-facing discussions to explain operational processes, timelines, and performance metrics.
Support client onboarding and ongoing relationship management by ensuring accurate and timely operational updates.
Build strong relationships with internal and external stakeholders through consistent communication and follow-up.
Pull, analyze, and interpret data to monitor key operational and sales performance metrics.
Build and maintain recurring reports or dashboards used in business reviews or leadership presentations.
Identify trends or gaps in data that indicate potential process inefficiencies or improvement opportunities.
Create and deliver clear, visually compelling presentations outlining operational performance, client metrics, and improvement initiatives.
Host or support business review meetings with Sales, Operations, and client stakeholders.
Collaborate with the Business Support team to communicate process feedback, enhancement requests, and recurring challenges identified through sales interactions.
Maintain up-to-date knowledge of internal processes, system changes, and service updates to ensure accurate communication with clients and Sales.
Contribute to process documentation, training, and knowledge-sharing resources.

Requirements

Bachelor’s degree in Business, Communications, Operations Management, or a related field (or equivalent experience).
2–4 years of experience in sales operations, client services, or process management roles.
Strong written and verbal communication skills — able to confidently communicate with clients, sales teams, and executives.
Analytical mindset with ability to interpret data and develop meaningful visual presentations (PowerPoint, Excel, Power BI, or similar).
Proven ability to manage multiple priorities and maintain professionalism in fast-paced, cross-functional environments.
Strong attention to detail, organizational skills, and a proactive problem-solving approach.
Experience in reporting tools (Tableau, Power BI, or equivalent).
Prior client-facing experience in a business-to-business (B2B) environment.
Strong presentation skills — ability to clearly and confidently present data and recommendations to varied audiences.

Benefits

Medical/Dental/Vision
401k plus a company match
ESPP - Employee Stock Purchase Plan
EAP - Employee Assistance Program (no cost to you)
Vacation & Sick pay
Paid Company Holidays
Life and AD&D Insurance
Discounts Along with many other employee benefits.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

data analysisprocess managementreportingpresentation developmentclient onboardingperformance metricssales operationsprocess documentationproblem-solvingorganizational skills

Soft Skills

communicationrelationship managementattention to detailanalytical mindsetproactive approachability to manage prioritiesprofessionalismcollaborationleadershipclient-facing skills

Certifications

Bachelor’s degree in BusinessBachelor’s degree in CommunicationsBachelor’s degree in Operations Management