Sales Ops Specialist: CRM, Proposals & Orders

Charter Communications; Charlotte (NC); On-site; USD 55,000 - 75,000; Full time

Job summary

Charter Communications, operating Spectrum Business, seeks a Sales Operations Specialist to support pre- and post-sale activities, verify orders for completeness, and collaborate with teams in a fast-paced office environment.

You will use Salesforce and other billing systems to create orders, service and billing accounts, and client records, ensuring accurate data, timely processing, and responsive service.

Qualifications

• One year of project coordination experience.
• Three years of data entry and sales support or client service experience.
• Three years of B2B billing and CRM platform experience.
• Proficient in Microsoft Office and CRM systems.
• Strong English communication and critical thinking.

Responsibilities

• Perform pre- and post-sale activities to manage in-flight proposals and orders.
• Complete records and sales orders by capturing client, contact, product, price and other information.
• Initiate the installation process by creating new orders, service and billing accounts, sales opportunities and client records.
• Determine the serviceability of client locations through assessments of available information.
• Prepare client proposals and contracts in compliance with product requirements.
• Ensure appropriate billing codes are entered into the CRM system.
• Evaluate order details, determine the correct order processing path and categorize.

Skills

Critical thinking

English communication

Education

High school diploma or equivalent

Tools

Salesforce

Microsoft Office

Job description

Charter Communications, operating Spectrum Business, seeks a Sales Operations Specialist to support pre- and post-sale activities, verify orders for completeness, and collaborate with teams in a fast-paced office environment.

You will use Salesforce and other billing systems to create orders, service and billing accounts, and client records, ensuring accurate data, timely processing, and responsive service.