Sales Operations Specialist

Sales Operations Specialist

Mogli Technologies delivers a native Salesforce application for SMS and WhatsApp communications and impeccable Salesforce implementation services to global organizations. Our products and implementations are easy to use and have robust functionality. Our fantastic team members have won the loyalty of clients around the world. We are a small, high-trust team with a focus on accelerating the success of our clients globally.

The Sales Operations Specialist is a trusted advisor and responsible for supporting all stages of the sales cycle. You will play a pivotal role in ensuring the smooth operation of our sales processes. Collaborating with the Account Management and Sales teams, you'll actively support the sales team by serving as the primary technical support for CPQ, and managing the accounts receivable process, including sending emails and invoices. 

Your role extends to tasks such as completing weekly Partner Orders, reconciling Salesforce and Quickbooks invoices, and ensuring data integrity within Salesforce through regular audits. Collaborating with sales and operations management, you will contribute to optimizing technology investments and proactively identify opportunities for sales process improvement. This position reports to the Operations Manager.

What we hold sacred around here: 

Empathy: A powerful characteristic that’s about being in tune, seeing, knowing, and understanding others while also relating as a human in a tech-minded world. Listen. Ask questions. Offer tactful solutions. Instead of serving our own interests, we are wired to serve others. 

Hustle & Tenacity: We are action-oriented and happiest in motion. We take pride in delivering exceptional experiences for our clients & partners. In the midst of adversity or challenges, we don't quit, but hold to a vision and eliminate barriers to find resolution & make things happen.

Twinkle in your Eye: It’s that hidden energy, emotion, or humor – the excitement of having a particular idea before putting it into action. You know something about something, and you are excited to share that knowledge. 

Proactive: We aim for a no surprises policy that builds trust by outlining next steps early and often, identifying patterns, and courageously communicating. A little extra effort up front saves a big effort later on. Proactivity is a generous and conscientious act.

Growth Minded: We are continually evolving, creating, beautifully curious, and willing to step outside our comfort zones. Unwilling to settle for how things are, we are always looking for ways to engage more effectively and efficiently. Navigating a growing and dynamic business is easiest with a growth mindset.

Responsibilities:

• Understanding, documenting, training, and executing accounting and sales processes, updating and managing database records, agreements, and invoicing. 
• Create and send all invoices in Quickbooks in accordance with the documented process. 
• Proactively monitor customer subscriptions for accuracy and conformance to sales order management and revenue policies. 
• Serve as the first line of technical support for CPQ, escalating to Operations Manager or Salesforce Administrator when necessary.
• Follow-up with clients when invoices exceed certain days outstanding and manage collections as a part of Mogli’s Accounts Receivable process and team.
• Complete Partner Orders within Salesforce for new, renewing, changing, and churning clients.
• Reporting on AR status to leadership on a weekly basis.
• Perform data analysis for regular reporting to leadership on current sales trends using both Salesforce, Quicksbooks, and other data as available.
• Complete weekly reconciliation of Salesforce invoices against Quickbooks invoices; and Salesforce license values against Salesforce CPQ ARR values.
• Monitor the accuracy and efficient distribution of sales reports and other intelligence essential to the sales organization. Recommends revisions to existing reports, or assists in the development of new reporting tools as needed.
• Manage Salesforce data for cleanliness and integrity; conduct data quality audits. Work closely with sales & operations management to optimize the effectiveness of our technology investments.
• Assist with vendor setup - forms, ACH forms, third-party payers, vendor platform setup, etc.
• Complete churn process, in collaboration with other teams, to end renewals, update partner order, and complete all other process steps.
• Proactively identify opportunities for sales process improvement.
• Completes special projects as assigned.

What you bring to the table:

• Minimum of 2 years of experience in accounting, accounts receivable, operations, or sales support.
• Proven background managing customer accounts and directly interacting with clients.
• Hands-on experience with accounting functions, specifically Accounts Receivable and collections.
• Technology Stack Experience:
• Required: Proficiency in Salesforce.
• Preferred: Experience with QuickBooks and Google Suite.
• Aptitude: You are tech-savvy; capable of learning new tools and researching software solutions with ease.
• Tenacious Problem Solver: You possess strong analytical skills and the willingness to stay with a problem until it is solved. You can adapt to rapidly changing environments and handle multiple projects simultaneously.
• Process-Minded & Structural: You are adept at taking disparate information and creating coherence. You act proactively, keeping a watchful eye on the business to know intuitively when to add structure for scale and effectiveness.
• A Voracious Learner: You are driven to understand every corner of a business and how the pieces operate as a whole. You are self-directed, willing to learn through hands-on experimentation, and eager to evolve your skills.
• Candid Communicator: You communicate with total candor, openly sharing successes but also flagging immediately when things are heading off track.
• Stakeholder Management: Ability to work effectively with company leaders and employees, implementing superior customer service for both internal and external clients.

Salary and Benefits:

• $70-80K (including bonus), dependent upon experience
• Complete Medical, Vision, Dental Insurance, Short-term/Long-term Disability, and Life Insurance fully covered by Mogli
• Matching 401k plan
• Ownership of Mogli and equity grant
• Flexible Time Off per Mogli’s FTO Policy
• 9 US Federal Holidays and 6 paid sick days
• Work from Anywhere in the United States