The Sales Operations Manager will manage contract creation, compliance, and reporting, including maintaining spreadsheets and SharePoint, and handling non-standard document retention. This position will create contracts from templates, manage the signing process via Docusign, and compile contract packages. You will conduct research to ensure contracts and ROS are submitted for commission purposes, enter sales activities into Salesforce, and prepare sales reports. Strong attention to detail, excellent communication skills, and proficiency in Microsoft Office Suite are essential for this role.
Job Responsibilities:
- Contract Creation: Create contracts from templates, send contracts via Word and PDF form back to sales, and send for counter signature to authorized signers via email or Docusign once the client-signed agreement is received. Once the executed agreement is received, create the ROS, put together the contract package, and email it to the team.
- Research on Contract/Commissions: Conduct research to ensure ROS and/or contracts were submitted and processed for commission purposes. Handle any other contract-related questions or requests from the sales team, while commissions questions or issues are managed by another team.
- Entering sales activities and opportunities from the sales team into Salesforce.
- Exporting and preparing sales reports in Excel.
- Preparing formal reporting to executive management on a weekly basis.
- Updating and maintaining Salesforce data.
- Pulling ad hoc reporting.
- Collaborating with the competitive intelligence team.
Job Requirements:
- Strong attention to detail and organizational skills.
- Excellent communication and interpersonal skills.
- Proficiency in Microsoft Office Suite, especially Excel and Word.
- Experience with IntelAgree contacting software preferred, but not required
- Experience with contract management and compliance.
- Ability to work independently and manage multiple tasks simultaneously.
- Familiarity with Docusign and other contract management tools is a plus.
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If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!
It is Epiq’s policy to comply with all applicable equal employment opportunity laws by making all employment decisions without unlawful regard or consideration of any individual’s race, religion, ethnicity, color, sex, sexual orientation, gender identity or expressions, transgender status, sexual and other reproductive health decisions, marital status, age, national origin, genetic information, ancestry, citizenship, physical or mental disability, veteran or family status or any other basis protected by applicable national, federal, state, provincial or local law. Epiq’s policy prohibits unlawful discrimination based on any of these impermissible bases, as well as any bases or grounds protected by applicable law in each jurisdiction. In addition Epiq will take affirmative action for minorities, women, covered veterans and individuals with disabilities. If you need assistance or an accommodation during the application process because of a disability, it is available upon request. Epiq is pleased to provide such assistance and no applicant will be penalized as a result of such a request. Pursuant to relevant law, where applicable, Epiq will consider for employment qualified applicants with arrest and conviction records.
