Offer summary

Qualifications:

5+ years in sales operations, project management, customer success, or business operations., Strong technical aptitude and experience with platform-based tools., Excellent communication and problem-solving skills., Experience with workflow platforms, CRM systems, and customer onboarding processes preferred..

Key responsabilities:

Support presales efforts by onboarding new customers onto the platform.

Lead customer transitions, including training and adoption support.

Manage customer account setups and serve as the first line of support for platform-related issues.

Contribute to the design and improvement of operational workflows and assist in resolving sales operation issues.

Job description

Why this role is important:

The Sales Operations Specialist plays a critical role in supporting the Sales team, ensuring smooth onboarding of customers onto the platform, and maintaining efficient operational workflows. This role bridges Sales, Operations, and Customer Support, ensuring a seamless experience for internal teams and clients alike. The ideal candidate is detail-oriented, process-driven, and proactive in resolving issues that impact customer experience or sales effectiveness.

You might be a good fit if you have:

Support presales efforts by setting up new customers on the platform.

Lead the transition of customers to the platform, including training and adoption support.

Manage customer account setup—configuring templates, permissions, and admin access.

Serve as the first line of support for customers experiencing platform-related issues.

Monitor customer approval of Work Orders; issue reminders and follow-ups to ensure timely action.

Contribute to the design and improvement of operational workflows and process delivery.

Support to Ensure the LSS process is functioning correctly within HIS (including DML processing).

Escalate process or system issues to GM/VP for visibility and resolution.

Assist Sales in resolving accounting or operational blockers that impact deal flow or customer satisfaction.

Manage projects routed directly to partners (outside of Herman Tech Crew).

Address any additional sales operation issues as they arise to support both the Sales and DML teams.

You might be a good fit if you have:

5+ years in sales operations, project management, customer success, or business operations.

Strong technical aptitude and experience supporting platform-based tools.

Excellent communication and problem-solving skills.

Proven ability to manage multiple priorities and work cross-functionally.

Experience with workflow platforms, CRM systems, and customer onboarding processes preferred.

Why we think you'll love it here:

Unlimited paid time off

Annual vacation bonus - yes, we’ll pay you a bonus to take paid time off!

Individualized growth + development plans

Strong values around work/life balance

Community involvement opportunities

Competitive benefits: medical, dental, vision, paid parental leave + 401K

Exposure to cutting-edge technologies to solve meaningful problems

Come as you are:

At Field Nation, we believe work is about more than checking the right boxes. If you don’t meet 100% of the requirements for this role, but still feel you’d be a good fit, we want to hear from you! We review all applications and may even have another open position where you are the perfect fit.

Field Nation offers a flexible, highly collaborative, hybrid work environment. We are looking for people to join our high performance culture in the states of WA, OR, AZ, UT, CO, TX, NE, KS, MN, WI, IL, IN, MI, OH, KY, VA, NC, SC, GA + FL.

Employment is contingent on passing a pre-employment background check. Your written consent will be obtained prior to a background check being performed.

#LI-REMOTE

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