Sales Operations Specialist

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October 25

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FSI

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Healthcare Insurance • SaaS • Compliance

FSI is a company that provides solutions, tools, and support for maintenance operations, with a focus on healthcare maintenance management. FSI offers a cloud-based CMMS/EAM platform designed specifically for healthcare facilities, enabling hospitals to optimize their Facilities and Healthcare Technology Management (HTM) operations. Their products include compliance support, space management, virtual reality tools, and comprehensive reporting and analytics features. FSI serves various sectors including healthcare, education, manufacturing, and government, helping them streamline operations and maintain compliance. They integrate their solutions across third-party platforms to ensure accurate and reliable data management.

51 - 200 employees

⚕️ Healthcare Insurance

☁️ SaaS

📋 Compliance

📋 Description

• 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.

🎯 Requirements

• 2–3 years in sales operations, revenue operations, or business analytics within a SaaS or technology organization. • Proficiency with CRM and ERP systems—particularly HubSpot and NetSuite. • Experience with Smartsheet, Excel, or similar reporting tools a plus. • Strong attention to detail and analytical mindset, with the ability to identify data trends and inconsistencies. • Able to prioritize multiple tasks, manage timelines, and drive cross-functional initiatives to completion. • Excellent written and verbal communication skills, with a collaborative approach to problem-solving. • Comfortable navigating change in a fast-paced, growth-oriented environment. • Bachelor’s degree in Business, Marketing, Finance, or a related field.

🏖️ Benefits

• None specified