Sales Operations & Upsell Specialist

Katalyst; South Carolina; Hybrid; USD 42,000 - 65,000; Full time

Benefits offered by this job

401(k) matching

Paid time off

Health insurance

Vision insurance

Job summary

Katalyst is seeking a Business Operations Specialist to support our inside sales team, driving upsells and assisting Account Managers with quotes and terms. You will help generate proposals and ensure client satisfaction while collaborating closely with the Business Operations group to manage in-flight business and deadlines.

The role requires urgency, detail orientation, and strong communication in a fast-paced tech environment, with opportunities for mentorship and growth.

Qualifications

• 1 to 4 years of professional work experience.
• An innate sense of urgency.
• A hunger to learn.
• Works well in a fast-paced environment.
• Solid instincts for sales support or customer service.
• Experience in the technology industry preferred but not required.
• Proficiency in the Microsoft Office Suite required.
• Salesforce, QuoteWerks, Autotask, or other CRM system experience.
• Well organized, with strong interpersonal and problem-solving skills.
• Attention to detail and accuracy, with the ability to handle multiple projects and deadlines simultaneously.
• Adaptable, with the ability to take initiative and change direction often.
• Excellent written and verbal communication skills.

Responsibilities

• Close, productive, and efficient working relationships with the outside sales team in achieving quarterly objectives.
• Driving upsells across Katalyst services, software, and maintenance products and programs.
• Maintaining the highest levels of client satisfaction.
• Supporting assigned Account Managers across all opportunities, including quote building, deal registration, review of contract terms, order processing preparation, and client follow-up.
• Working overtime as workload requires during end of month, quarter, and year.
• Working closely within the Business Operations team to provide updates on in-flight business as needed.
• Performing other duties as assigned. Duties and responsibilities may change from time to time without notice.

Skills

Sense of urgency

Attention to detail

Communication skills

CRM experience

MS Office

Organized

Tools

Salesforce

QuoteWerks

Autotask

Job description

Katalyst is seeking a Business Operations Specialist to support our inside sales team, driving upsells and assisting Account Managers with quotes and terms. You will help generate proposals and ensure client satisfaction while collaborating closely with the Business Operations group to manage in-flight business and deadlines.

The role requires urgency, detail orientation, and strong communication in a fast-paced tech environment, with opportunities for mentorship and growth.