SpotOn

Associate Relationship Manager

SpotOn

full-time

Posted on:

Location Type: Hybrid

Location: Chicago • Illinois • United States

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Salary

💰 $54,600 - $68,250 per year

About the role

  • 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; verify deal details (MID, quote, proposal, documentation)
  • 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
Benefits
  • 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
Applicant Tracking System Keywords

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

Hard Skills & Tools
sales operationsunderwriting supportaccount managementbillingdata entryquote generationdigital applicationsSaaS managementinvoice processingcredit memo processing
Soft Skills
attention to detailorganizationtime managementwritten communicationverbal communicationcross-functional collaborationproblem-solvingadaptabilityteamworkstatus reporting