Securly

Operations

• Review quotes and purchase orders for accuracy and completeness
• Ensure alignment with internal policies and customer requirements
• Monitor the shared Orders inbox on an hourly basis
• Prioritize requests based on urgency and ensure timely processing
• Proactively retrieve time-sensitive purchase orders
• Coordinate with Sales Representatives and customer Accounts Payable teams
• Identify missing information or inconsistencies in Salesforce
• Partner with Sales, Legal, and Finance to resolve issues quickly
• Maintain accurate and up-to-date deal records in Salesforce
• Ensure all finalized agreements are properly documented

Sales Operations Administrator

Customer Success Manager

• Manage a portfolio of school districts across onboarding, adoption, and renewal
• Drive product adoption using data, lifecycle engagement, and structured success plans
• Lead customer conversations, translating usage into clear recommendations
• Identify risks early and execute playbooks to improve retention
• Partner with Account Managers on expansion opportunities
• Collaborate with Sales, Support, and Product teams to improve customer outcomes
• Maintain accurate account data and forecasting in Salesforce and Vitally

Sales Operations Administrator

Customer Success Manager, K-12 EdTech