Sales Operations Specialist
Remote
Full Time
Mid Level
Sales Operations Specialist
About Us:At FSI, you’ll join a team of passionate professionals dedicated to empowering efficient and safe hospital operations. FSI supports over 400 million ft of hospital space every year to run transformative, intelligent hospital maintenance operations. FSI is the most comprehensive computerized maintenance management software (CMMS) provider for healthcare, and we’re proud to serve over 1,000 hospitals with some of the largest networks in the country -- including Atrium Health, UPMC, Yale New Haven, SSM Health UNC Health, and many others. We work directly with our customers to build customized modern technology that fits their complex needs. In 2020, FSI received significant investments to grow and expand on the foundation established since the company began in 2002. We believe our most exciting chapter is just beginning, and we’re looking for talent that wants to make an impact. If you’re looking for a fast-paced, innovative community with a team focused on collaboration and empowerment through technology, we encourage you to get in touch.
Your role:
The Sales Operations Specialist plays a pivotal role in supporting our sales and revenue operations through process management, data integrity, and system administration. This role ensures the accuracy of customer records, sales orders, forecasts, commissions, renewals, and CRM data across HubSpot and NetSuite, enabling our sales and leadership teams to make informed, strategic decisions.
Your responsibilities:
Sales Order & Revenue Management
- Generate, validate, and maintain Sales Orders for new and existing customers in HubSpot and NetSuite.
- Track and update Annual Recurring Revenue (ARR) and renewal timelines.
- Review and adjust Sales Orders in accordance with Consumer Price Index (CPI) updates.
- Manage deal documentation and ensure all required materials are complete and accurate.
- Generate and analyze weekly forecast reports for senior leadership.
- Administer monthly commission processes, including data extraction, calculation, and multi-level approval workflows.
- Design and deliver tailored reports to meet the needs of sales, finance, and leadership teams.
- Monitor and analyze historical deal data to identify trends and ensure accuracy.
- Build and maintain the renewal pipeline by forecasting and incorporating future-year opportunities.
- Partner with internal teams to manage partner deals, update order forms, and provide pipeline forecasts.
- Respond to contract-related inquiries with clear, data-backed insights into billing history and invoicing schedules.
- Manage and reconcile customer records across HubSpot and NetSuite, ensuring accuracy and consistency.
- Conduct monthly audits of CRM data to verify ownership, data completeness, and relevance.
- Administer user access and permissions in PandaDoc, HubSpot, and NetSuite.
- Maintain up-to-date tax form records across all platforms.
- Onboard and train new sales representatives on HubSpot and NetSuite workflows.
- Support data imports, updates, and alignment projects related to sales territories and reporting.
- Experience: 2–3 years in sales operations, revenue operations, or business analytics within a SaaS or technology organization.
- Technical Skills: Proficiency with CRM and ERP systems—particularly HubSpot and NetSuite. Experience with Smartsheet, Excel, or similar reporting tools a plus.
- Analytical Ability: Strong attention to detail and analytical mindset, with the ability to identify data trends and inconsistencies.
- Project Management: Able to prioritize multiple tasks, manage timelines, and drive cross-functional initiatives to completion.
- Communication: Excellent written and verbal communication skills, with a collaborative approach to problem-solving.
- Adaptability: Comfortable navigating change in a fast-paced, growth-oriented environment.
- Education: Bachelor’s degree in Business, Marketing, Finance, or a related field.
- Mindset: Proactive, curious, and eager to continuously learn and improve operational processes.
Remote. Some travel may be required.
Compensation:
The compensation offered for this position will be based upon relevant experience, qualifications, and work location. The expected salary range for this role is $60,000–$80,000 annually.
Our Values:
- Customer inspired.
- Solutions-first.
- One team.
- Impactful experts.
Don’t meet all the requirements? We’re all on a journey to learn constantly and have areas to develop. If you bring some of the above skills to the table and are still developing in others - APPLY ANYWAY! Learning and experience isn’t a one-way path, if you believe you have the background needed to make an impact in this role, we’d love to hear from you.
FSI is an Equal Opportunity Employer:
We are committed to fostering a diverse, inclusive environment and to encourage these values in everyone on our team. We provide an environment of mutual respect where opportunities are available without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, and related medical conditions), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by applicable law. We believe that diversity and inclusion for people from all walks of life are key to our success as a company.
Apply for this position
Required*