Sales Operations Specialist

| Chicago
At Relativity, we make software to help users organize data, discover the truth, and act on it. Our e-discovery platform is used by more than 13,000 organizations around the world to manage large volumes of data and quickly identify key issues during litigation, internal investigations, and compliance projects.
Here you can own your career in a community of values-driven people who help our customers around the world solve complex data challenges. If this sounds like the place for you, check out the details of this position below.
As a Sales Operations Specialist, you’ll work directly with our global advisory sales teams to support contracts and buying decisions for our customers. You’ll manage contracts and license agreements, support the account executives with invoicing and new product purchases, as well as use your analytical skills to evaluate customer contract and billing data to identity areas of customer insight. Your work with other teams like legal, finance, customer support, and IT will help you effectively collaborate and seek out new ways to improve process efficiency and recommend ways to automate workflows.
Role Responsibilities:
Proactively develop process efficiencies
- Identify areas of improvement in process through your work with the advisory sales team and develop recommendations for improvements in workflow and systems.
Present solutions to stakeholders such as the broader operations teams, sales leaders, IT, legal, and finance.
- Seek out ways to provide consistency between advisory and other sales teams, and to look for ways to extend efficiencies across the sales organization.
Manage and execute requests for customer licenses and allocation of products for large global advisory firms.
- Facilitate license and product requests, including communicating current contracted pricing and product information to customers, handling the add-on product request process, and ensuring high-quality experience with both customers and internal teams.
- Develop a deep understanding of advisory partner contracts, such as their product pricing terms, and distill complex information into summaries and documentation for multiple stakeholders.
Serve as the point person for the advisory team to manage monthly and quarterly invoicing and billing processes.
- Report and review invoicing for customers, including analysis of burst and buy decisions and help to evaluate the economics of different options
Report and review billable support hours, training credits, and other contracted services
Develop customer contract and product usage insights via research and business analytics reporting.
- Work with business analytics and finance teams to track monthly trend reports and advise on customer usage stats and opportunities for strategic input.
- Create consistent reporting across the team metrics usage and reporting cadences, and support ad-hoc requests in Salesforce or Tableau.

Minimum Qualifications

  • Minimum three years’ experience in sales, operations, finance, or related role, with at least one year in a B2B company
  • Experience with contracts
  • Strong sense of self-motivation and driving toward tight deadlines
  • Strong communication skills, both written and verbal, and ability to tailor communication to a variety of audiences (e.g., technical and non-technical stakeholders)
  • Meticulous attention to detail

Preferred Qualifications

  • Experience working in a customized CRM environment; Salesforce is a plus
  • Skilled in proposing and writing technical requirements for system changes
  • Strong analytical skills and ability to glean insights from multiple data points; experience with dashboarding tools like Tableau is a plus
  • Proven ability to enforce best practices for data management and process while seeking ways to make them more efficient
  • Experience in process workflow and documentation

Relativity has over 160,000 users in 40+ countries from organizations including the U.S. Department of Justice, more than 70 Fortune 100 companies, and all of the Am Law 200. Relativity's cloud solution, RelativityOne, offers all the functionality of Relativity in a secure and comprehensive SaaS product. Our company has also been named one of Chicago's Top Workplaces by the Chicago Tribune for seven consecutive years.
If you’re ready to grow with us, we’d love to hear from you.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

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Technology we use

  • Engineering
    • .NETLanguages
    • C#Languages
    • JavaLanguages
    • ScalaLanguages
    • AzureLanguages
    • ChefLanguages
    • PowershellLanguages
    • JenkinsLanguages
    • Node.jsFrameworks
    • MySQLDatabases

Location

We’re a community of passionate, life-long learners tackling challenging problems. We care about each other and about our community.

An Insider's view of Relativity

How does your team reward individual success?

Rewarding success is one of my favorite parts of my role. Formally through annual bonus plans, thank you notes in our HR system and of course through promotions. I also like to submit nominations to be recognized at company meetings and spotlights in department newsletters. We move fast at Relativity it’s nice to slow down and just say thanks!

Jessica

Operations Manager, Customer Success and Support

How do you collaborate with other teams in the company?

On the Certification team, I develop exams and study content for our end users. To ensure that our exams are valid, I work with almost every team embracing their expertise and industry knowledge into the development process. It takes continuous interdepartmental collaboration to keep exam content accurate as the Relativity platform evolves.

Sean

Certification Specialist

How has your career grown since starting at the company?

As an Application Support Specialist, I have increased my technical knowledge in SQL database management, Network Administration, and Server Infrastructure. Prior to coming to Relativity, I had zero knowledge of e-Discovery, and now provide On-site training to our clients teaching them about the various e-Discovery tools Relativity has to offer.

Kamal

Application Specialist II

What are some social events your company does?

Our annual user conference, Relativity Fest, is such a tremendous opportunity to get one on one face time with our partners. Fest draws 2,000 platform users and practitioners from all different facets of the industry and being able to connect with them and hear their stories is extremely powerful.

Michael

Platform Account Manager

What are Relativity Perks + Benefits

Relativity Benefits Overview

We have a great selection of benefits from very competitive insurance plans to fun office perks!

Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Onsite Gym
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Performance Bonus
Bonuses are based on a combination of how the company performs as well as how the individual performs.
Child Care & Parental Leave Benefits
Generous Parental Leave
Vacation & Time Off Benefits
Generous PTO
Everyone starts with 18 days of PTO, plus 11 paid holidays every year. Our office is also closed between Christmas and New Years, which does not take away from your PTO balance.
Paid Holidays
Perks & Discounts
Casual Dress
Commuter Benefits
Tax-free transportation opportunities.
Company Outings
We have our annual Summer Jam (picnic that includes friends and family), our User Conference - RelativityFest, and a holiday party each year.
Game Room
Our Cafe houses ping-pong, foosball, and a variety of arcade games - including Killer Queen (a multi-player game that is one of few in the country).
Stocked Kitchen
We have tea, coffee (including fancy espresso machines), a variety of LaCroix, soda, and many other things. We also have fresh fruit delivered twice a week in our pantry areas.
Some Meals Provided
Meals are often provided during morning or afternoon training sessions. There is also always plenty of leftover food from such meetings that employees can dive into after the attendees are finished.
Happy Hours
Different for each team, but always a great time!
Recreational Clubs
RelWOW (Relativity Women of the Workplace), Several Intramural Sports Teams (kickball, softball, volleyball, etc.), Vertikal (climbing group), Working Moms Group, Queeries, and several more.
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
All full-time employees (non-contract) receive $3,000/year to pursue professional development opportunities.
Diversity Program

Additional Perks + Benefits

We also offer a Divvy bike share discount, have Fooda discounts in the office, and offer DRYV Laundry Service for those who have workout clothes that need washing!

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