Sales Operations Specialist (Part-Time, Temporary)

Note: This position will be designated as temporary and part-time (20 hours per week) as it will cover a leave within the department. The current, anticipated timeline for the role will be December 2024 through March 2025, though the position term is subject to change based on Company needs.

Why clients love us:

We are laser focused on delivering quality and excellence to our clients for their technology modernization needs, business and technology strategy, and cloud transformation initiatives. We are a nationally recognized Microsoft Partner of the Year and the largest, leading IT service provider headquartered in San Diego. As a Top 1% Microsoft Cloud Solution Provider, with engineers that individually hold over 38 Microsoft certifications, our clients trust us because we are the experts! 

The value you'll bring:

Our Sales Operations Administrator (Part-Time, Temporary) will be instrumental in supporting our sales team in maintaining accurate sales data and ensuring smooth operations across all sales activities, with a particular focus on the Partner Channel program. As a crucial link between sales, cloud + procurement, and customer success, the Sales Operations Administrator will set meetings; ensure accuracy and availability of sales documentation; manage CRM data; and assist with reporting. Essential functions include:

• Email Management & Response: Support sales department & channel partners with client communication, mailbox/call/ticket queue management by responding to inquiries and emails within 24 hours, ensuring timely communication and addressing initial questions. 
• CRM Documentation: Accurately document deal and opportunity details in HubSpot CRM, maintaining updated and organized records. 
• Data Entry: Enter deal information into a master spreadsheet to enable simplified tracking and easy access to relevant data. 
• Follow-Up Coordination: Conduct follow-ups with partners and potential opportunities following deal registration or inquiry, sending secondary and tertiary follow-ups if needed to secure responses. 
• Meeting Coordination: Arrange internal calls with partners, account executives (AEs), and other team members to assess opportunities and align on deal strategies. 
• Discovery Call Scheduling: Schedule and coordinate discovery calls involving partners, customers, and the internal team. 
• Quote Management: Work closely with the licensing team to secure quotes for CSP (Cloud Solution Provider) licensing opportunities, ensuring internal alignment and delivering quotes to partners before customer-facing calls. 

Additionally, this employee will be required to demonstrate a high level of commitment to Company values; adhere to all Company policies and procedures; and perform all related duties as assigned by supervisor.

Education and Work Experience Requirements:

• Associate or bachelor’s degree preferred, as well as 6+ months in a sales administrative/operations position. Equivalent combinations of education and/or relevant work experience will be considered. If performing work remotely, prior experience successfully meeting performance expectations in a remote position is highly desired.
• The ideal candidate will be extremely organized and detail-oriented, an efficiency rockstar, and an excellent verbal and written (English) communicator, as job requires frequent interactions with internal and external customers.
• Demonstrated ability to quickly learn and then independently implement prescribed processes and procedures while maintaining high levels of customer service.
• Ability to handle high volumes of requests and tasks; time management; can-do attitude; and demonstrated ability to work in a team environment are required.
• Demonstrated ability to work independently and carry out assigned tasks to completion within parameters of instructions given, prescribed routines, and standard accepted practices.
• Exceptional critical thinking: ability to use logic and reasoning to identify strengths and weaknesses of alternative solutions 
• Superb problem analysis and resolution both at a strategic and functional level: ability to identify complex problems and review related information to develop and evaluate options and implement solutions 

Technical Skills/Competencies:

• Strong proficiency in workplace software applications (MS Office – Word, Excel, PowerPoint; Outlook; Teams) is required.
• Proficiency with CRM Tools: Experience with HubSpot CRM (or similar CRM platforms) is preferred for efficient data entry, tracking, and managing partner information.
• Ability to quickly develop and maintain fundamental knowledge of Microsoft licensing structures and Managed Solution offerings is essential. Prior experience selling/administering Microsoft Licensing highly desired and familiarity with CSP licensing and Microsoft solutions is a plus. 
• Tech Savvy: Comfortable with digital tools and can quickly adapt to new software or systems as needed.

Physical Requirements:

Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards. Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards. The essential functions of this job require: the ability to frequently sit and stand for long periods of time; to manipulate objects with fine and gross motor skills; to frequently lift and maneuver objects up to 10 pounds; to communicate in written and spoken English; to hear; to utilize close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. Managed Solution is an equal opportunity employer and will consider qualified applicants who can perform the essential functions of the job, with or without reasonable accommodation.

E-Verify Participation:

Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States. Managed Solution participates in the federal E-Verify program to validate the authenticity of work eligibility documents. As part of this program, Managed Solution will provide the Social Security Administration (SSA) and, if necessary, the Department of Homeland Security (DHS), with information from each new employee’s Form I-9 to confirm work authorization. For more information, see https://www.uscis.gov/e-verify.

Shift + Availability: Monday through Friday, hours to be agreed upon based on Company needs. Company operates in Pacific Time Zone, though some scheduling flexibility may be offered for employees in other regions. This position is approved for up to 20 hours per week.

Work Location/Remote Status: This position is eligible for remote work, within a state where Managed Solution has payroll operations. Employees will work from a home office within an assigned state. Your presence at our company headquarters in San Diego, CA; at meetings/conferences/off-site events; at client locations; or elsewhere, may be required on occasion.

Compensation & Benefits*

Base Wage Range: $20.00 to $25.00 per hour

Managed Solution considers a range of factors when determining an appropriate wage. Such factors include but are not limited to: years of related experience, industry knowledge, formal education, relevant certifications, and geographic location. Candidates should note that it is not typical for new hires to enter a position at the highest end of a position’s pay range. Wages are paid as earned and in accordance with Company policies.

Additional Perks:

• PTO – earn up to 10 days in year 1; 15 days in year 2; and 20 days in years 3+ 
• 40 hours of Sick Time per calendar year
• 401k – Eligibility after 90 days; Managed Solution matches 50% of your first 6% in contributions, starting after 90 days 
• Holidays – Managed Solution celebrates 7 paid holidays each year 
• Plus, 1 Floating Holiday per Year… and 2 After 5 Years of Service! 
• Medical, Dental, Vision – Managed Solution pays 80% of the employee cost on the base plan + 15% of dependent costs on the base plan (Optional Flexible Spending Account for eligible Health Care or Dependent Care costs) 
• Telemedicine options: “see” a medical provider from anywhere, over the phone, 24/7 
• $100K Life/AD&D policy provided for all employees, free of charge! 
• Employee Assistance Program – free financial consultation; counseling services; 24/7 traveler’s assistance; and more! 
• $80/Month Cell Phone + Internet Reimbursement 

*All Company compensation and benefits programs are subject to Company policy and plan documents and are subject to change at Company’s sole discretion. Some programs may differ based on eligibility/availability/regulations in an employee's home state or locale.

Why our employees love working here:

We believe our strength comes from our differences, and we are committed to fostering and promoting a culture of diversity and inclusion. We believe our team and our community are our greatest assets and we strive to promote both. From providing our employees the time to pursue Microsoft certifications, to supporting and partnering with multiple non-profit organizations, we believe this is where healthy and happy employees thrive. 

As we grow, we are anchored and driven by our Core Values: I <3 IT! 

• Integrity – We demonstrate consistent, trustworthy behavior. We are honest with everyone, take ownership (even in the face of failure), and do the right thing... even when no one is looking. 
• Heart – We show genuine care for our community, our customers, and our culture. We believe people are at the heart of IT! We are authentic, inclusive, and take time to celebrate and enjoy one another's company. 
• Innovation – We cultivate a diverse work environment and forward-thinking business by supporting an open exchange of ideas, driven by creativity and collaboration. We're dedicated to consistently delivering excellence through a ‘yes- to- what’s-next’ attitude. 
• Teamwork – We work together and support one another to achieve a clear, common goal, while taking accountability for our own contribution's and the overall team's success. 

Inclusion & Equal opportunity employment:

We are an equal opportunity employer committed to Diversity, Inclusion & Belonging. Individuals seeking employment at Managed Solution are considered without regard to any protected category including but not limited to, race, color, religion, national origin, age, sex, marital status, ancestry, disability, veteran status, gender identity or sexual orientation. 

At Managed Solution we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Application Information and Hiring Timeline: The initial application window will be through November 15th, 2024. If this posting remains open beyond that date, Managed Solution may have extended the application window or may be collecting resumes for potential future openings. If you have questions regarding the status of this posting, please contact careers@managedsolution.com. If you have applied previously to roles with our team but have not been selected, feel free to reapply if you remain qualified, eligible, and interested in the position outlined above.