Sales Operations Specialist at Fusion Risk Management

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Role

As the Sales Operations Specialist member on Fusion's Business Operations team, you will provide support to the Sales Organization in preparing Master Services Agreements, Service Orders, Change Orders and Addendums, while ensuring all approved requests have been properly documented, are compliant with company policy, and meet requirements for Business Operations processing and CRM System Management tracking. To be successful in this role, you must have a strong attention to detail, the ability to excel in a growing, fast-paced environment, and be able to establish and maintain strong relationships with Account Managers, Account Executives, Regional Sales Directors, Sales Management, and Business Operations.

The specific responsibilities of this role are divided into the following categories:

Sales Document Creation:

  • Working with the Account Executives, Account Managers, and/or Regional Sales Directors to FFS software Service Orders for recurring services and Implementation SOWs for non-recurring services, for new and existing clients. This includes document revisions and client redlines
  • Drafting other sales documents including Change Orders, Renewals, and Cancellations.
  • Deconstructing and solving complex billing setups in conjunction with Sales and Business Operations team members

CRM System Maintenance:

  • Validating accuracy and timeliness of CRM Opportunity data
  • Reviewing Renewals with Sales / Management
  • Weekly or monthly validation of data via reporting

Processing documents through DocuSign:

  • Prepare and manage documents for signature (both inbound and outbound)
  • Monitor the process & status of all documents in-flight

Sales Template Maintenance:

  • Ensuring accuracy and update all Sales document templates in SharePoint
  • Responsible for the ensuring of content with each document owner
  • Responsible for collaborating with document owners to ensure accurate document as business needs change
  • Quarterly reviewing of all documents for any required updates

Sales Support:

  • Assisting with Vendor Setup and New Supplier Form requests
  • Managing requests for CRM reports or system access

Knowledge, Skills, and Abilities

  • High School Degree minimum with at least 2 years of experience in a general business environment.
  • 3-5 years' experience working in a Business Operations, Sales Operations, Contract Administration, or Billing capacity
  • Excellent business math skills are required
  • Proficiency in Microsoft suite of tools (MS Word, Excel, Outlook)
  • Salesforce.com application experience is a plus
  • Ability to multi-task activities with shifting priorities in a fast-paced, growing environment
  • Strong attention to detail
  • Excellent organizational skills, with the ability to meet deadlines
  • DocuSign or electronic signature software tool experience a plus

Fusion Risk Management, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, disability, sex, sexual orientation, gender identity or national origin. Nothing in this job posting should be construed as an offer or guarantee of employment.

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavascriptLanguages
    • ApexLanguages
    • D3JSLibraries
    • ReactLibraries
    • Google AnalyticsAnalytics
    • PardotAnalytics
    • TrelloManagement
    • SalesforceManagement
    • SalesforceCRM

Location

You can't beat the location! Our building is connected to Oglivie Station and is across the street from the Madison St. exit of Union Station.

An Insider's view of Fusion Risk Management

How would you describe the company’s work-life balance?

Fusion puts its employees and their wellness at the forefront by providing several ways to help maintain a great work-life balance. My personal favorites have to be the flexible work schedule and Summer Fridays. With initiatives like Fusion Cares, I also have the option to spend up to 12 hours of work time giving back to the the community.

Riddhi

Sr. Solution Architect

What does your typical day look like?

My days involve collaborating with multiple teams on a variety of activities. One minute I will be designing features with our engineers, the next I might be developing our product roadmap with product management or advising our customers and implementation teams on using our platform. Every day brings new challenges and rewarding opportunities.

Alex

Technical Architect

How does the company support your career growth?

Fusion provided me with multiple opportunities to learn and cultivate new skills and continues to support my growth at a professional and personal level. Fusion offers a fun, dynamic environment, that has allowed me to explore challenging assignments to expand my skill set and play a pivotal role for the rapid growth of the company.

Ramya

Director of Technology Evangelism

How do you empower your team to be more creative?

Collaboration and team brainstorming sessions are key when it comes to empowering creativity. Open and transparent lines of communication with your teams provides them with the flexibility to share ideas and gather feedback on their projects. Lastly, always celebrate the wins, even if they are small.

Shannon

Vice President, Marketing

What’s the vibe like in the office?

Family-oriented. We take care of each other as family and truly show it on a daily. Your interests are our interests. There's always something to connect us.

Crystal

Project Manager

What are Fusion Risk Management Perks + Benefits

Fusion Risk Management Benefits Overview

In addition to the basics such as medical, dental, and vision insurance; FSA and HSA options; commuter benefits; and 401K matching with no vesting period, we also offer monthly partial cell phone reimbursements, a wellness program, and fitness subsidies, paid volunteer time, parental leave, and more! We also offer flexible scheduling and the ability to work remotely.

Our cultural and professional development groups are employee-led, voluntary workplace networks that help foster a culture of community, including three Employee resources groups (Black/African-American; LGBTQ+; and Women), a volunteer committee, and our social activities squad. Even while working remotely, we have maintained fostering connections through virtual events such as lunch n’ learns, happy hours, and live concerts.

We have given special options and offerings during the COVID-19 pandemic in 2020 including extra paid time off, educational resources for all employees, and parental subsidies.

Culture
Volunteer in local community
Friends outside of work
Eat lunch together
Intracompany committees
Fusion's social committee, which plans employee events, and Fusion Cares, which organizes community-focused give-back events, are just two ways employees can contribute to building Fusion's culture.
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Diversity
Diversity Employee Resource Groups
Our Employee Resource Groups are voluntary workplace networks that are employee-led. They foster a diverse, inclusive workplace aligned with the organization's mission and values.
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Performance Bonus
Child Care & Parental Leave Benefits
Child Care Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
Family Medical Leave
Vacation & Time Off Benefits
Generous PTO
Paid Volunteer Time
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Game Room
Stocked Kitchen
Happy Hours
Fitness Subsidies
Home Office Stipend for Remote Employees
We offer home office stipends for necessary office supplies in order to promote a more efficient at home workspace.
Professional Development Benefits
Job Training & Conferences
Diversity Program
Lunch and learns
Cross functional training encouraged
We allow our employees to participate in tours of duty within other parts of the organization to build their skills
Promote from within
Paid industry certifications

Additional Perks + Benefits

We seek to foster a supportive and nurturing environment and are proud of our collaborative, open culture! As a fast-growing company, we are dedicated to growing with our employees and adapting to the evolving workplace.

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