Edtech.com's Summary

Elevo is hiring a Sales Operations Specialist. The role involves supporting the Director of District Partnership team by managing deal progression, ensuring data accuracy in the CRM, facilitating smooth transitions to program launch, and collaborating with sales and operations teams to optimize sales processes.

Highlights

Support regional Director of District Partnership (DDP) teams by managing sales pipeline activities including quotes, contracts, and statements of work.
Maintain data integrity and accurate reporting in HubSpot CRM, including custom objects.
Review and monitor deals at each pipeline stage to identify progress and address issues.
Coordinate handoffs between Sales and Field Operations for successful program launches.
Partner with leadership to implement process improvements enhancing revenue department efficiency.
Provide performance reporting with insights on program health, expansion, and upsell opportunities.
Required skills include HubSpot CRM and Microsoft 365 (Outlook, Excel, Word, PowerPoint) proficiency.
Must have at least 2 years of experience in sales, operations, data entry, or administrative roles.
Compensation range: $55,000 - $65,000 annually, with benefits including health, dental, vision, 401(k) match, and PTO.
Requires US work authorization and willingness to attend quarterly in-person trainings in Irvine, CA.

Sales Operations Specialist Full Description

Sales Operations Specialist

Job Type: Full-Time, Hybrid (95% WFH, 5% in-person)
Location: California-based.
Pay: $55,000 - $65,000 Annually
Benefits:

Health
Dental & Vision
No Cost, Short-Term Disability & Basic Life Insurance
401k Plan (4% Employer Match)
Generous PTO

About Us
Elevo’s mission is to transform the well-being of students so they look forward to coming to school. Our WASC-accredited curriculum engages students and fosters social-emotional learning through fun, physically active games, sports, and enrichment activities focused on arts, humanities, and STEM. The services we provide include the Expanded Learning Opportunities Program, Before & After School Programs, Summer & Intersession Programs, and so much more. Our programs offer opportunities to learn, move, and thrive together beyond classroom walls while developing essential life skills. We continue to build our capacity as we expand our programs to more districts.

The Role
Our Director of District Partnership (DDP) team members are key contributors to the growth and success of the company. As a Sales Operations Specialist, you will be working directly with the DDPs to support them with the necessary tools for maintaining and growing territories through an efficient and organized process. The Sales Operations team is responsible for data integrity initiatives and process workflows within the sales department. This includes deal approvals, report generation within the CRM, and helping to ensure a smooth handover process for a successful program launch. Sales Ops is also responsible for continued deal management throughout the program duration, through consistent communication with our Operations Department. The role will report directly to the Sales Operations Manager.

Duties & Responsibilities

Support the assigned DDP region(s) by gathering the information needed to move deals through the sales pipelines, including building quotes, drafting statements of work, and collecting contract agreements and other required documentation.
Assist with pipeline management and deal progression by ensuring all necessary data is collected from internal stakeholders, accurately recorded, and properly reflected in the CRM (HubSpot), including custom objects as needed.
Review and evaluate deals at each stage of the pipeline to assess progress and identify any issues or opportunities.
Work closely with DDPs and Field Operations to maintain a well-organized, up-to-date system for managing deals and custom objects within each region.
Participate in regular meetings and manage asynchronous communication with DDPs and Field Operations to ensure details are accurate and updated in a timely manner.
Coordinate with regional Field Operation teams to support smooth program handoffs.
Partner with Sales Operations leadership to identify and implement process improvements that increase the efficiency of the revenue department.
Provide reporting and insights on program performance, including health, expansion potential, and upsell opportunities for assigned regions.

Position Qualifications
Requirements:

Minimum of 2 years of experience in sales, operations, data entry, or other administrative work.
Authorized to work in the US
Must be willing to travel to our office in Irvine, California, for in-person trainings/meetings quarterly

Skills, Knowledge, & Traits:

Display professionalism and excellent communication (oral and written)
Strong data and systems knowledge: HubSpot, M365: Outlook, Excel, Word, PowerPoint
Exceptional organizational, time management, prioritization, and problem-solving skills
Advanced administrative skills and a process-oriented mindset are a must
Outstanding attention to detail and can-do attitude
Self-awareness and coachability
Collaborative approach to working with multiple people and departments internally and externally

This position's target annual base pay range is $55,000 - $65,000. Final pay determinations may depend on various factors, including, but not limited to, experience level, education, geographical location, knowledge, and skills. Elevo also offers a full range of health insurance benefits, 401(k) company match, and paid time off benefits. Elevo is committed to creating a diverse work environment and is proud to be an equal-opportunity employer. All applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, disability, age, or veteran status. Elevo is an e-verify employer. Read Elevo's Privacy Policy HERE.

Original Job Description

Sales Operations Specialist

Job Type: Full-Time, Hybrid (95% WFH, 5% in-person)
Location: California-based.
Pay: $55,000 - $65,000 Annually
Benefits:

Health
Dental & Vision
No Cost, Short-Term Disability & Basic Life Insurance
401k Plan (4% Employer Match)
Generous PTO

Support the assigned DDP region(s) by gathering the information needed to move deals through the sales pipelines, including building quotes, drafting statements of work, and collecting contract agreements and other required documentation.
Assist with pipeline management and deal progression by ensuring all necessary data is collected from internal stakeholders, accurately recorded, and properly reflected in the CRM (HubSpot), including custom objects as needed.
Review and evaluate deals at each stage of the pipeline to assess progress and identify any issues or opportunities.
Work closely with DDPs and Field Operations to maintain a well-organized, up-to-date system for managing deals and custom objects within each region.
Participate in regular meetings and manage asynchronous communication with DDPs and Field Operations to ensure details are accurate and updated in a timely manner.
Coordinate with regional Field Operation teams to support smooth program handoffs.
Partner with Sales Operations leadership to identify and implement process improvements that increase the efficiency of the revenue department.
Provide reporting and insights on program performance, including health, expansion potential, and upsell opportunities for assigned regions.

Position Qualifications
Requirements:

Minimum of 2 years of experience in sales, operations, data entry, or other administrative work.
Authorized to work in the US
Must be willing to travel to our office in Irvine, California, for in-person trainings/meetings quarterly

Skills, Knowledge, & Traits:

Display professionalism and excellent communication (oral and written)
Strong data and systems knowledge: HubSpot, M365: Outlook, Excel, Word, PowerPoint
Exceptional organizational, time management, prioritization, and problem-solving skills
Advanced administrative skills and a process-oriented mindset are a must
Outstanding attention to detail and can-do attitude
Self-awareness and coachability
Collaborative approach to working with multiple people and departments internally and externally

Let me find your next job.

Thanks - you're signed up.

Sales Operations Specialist

Edtech.com's Summary

Sales Operations Specialist Full Description

Operations Director

PS Manager, Operations

[School Year 2026-2027] Operations Manager

Program Director of Academic Operations

Registration and Operations Specialist