Business Operations Associate

Our client is a leading provider of innovative B2B solutions, delivering high-impact products and services that help organizations optimize their operations. Their commitment to excellence drives their marketing strategies, and they now seek a Business Operations Associate to help streamline documentation, pricing, and ensure a seamless sales process.

Location:
Fully-Remote (Work from Home), 7 AM - 4 PM EST

Role Overview:
We are seeking a detail-oriented and proactive Business Operations Associate to join our team. In this role, you will manage the full documentation and pricing lifecycle—from field data to final reporting. You will analyze field data, generate accurate quotes, maintain data integrity, and collaborate across teams to ensure that all documentation is delivered on time and meets company standards. The ideal candidate will possess strong organizational skills and an analytical mindset, with a focus on accuracy and consistency.

Key Responsibilities

• Documentation & Reporting

  • Convert field survey data into customer and utility-facing reports and quotes.

  • Create accurate and actionable Scopes of Work for field teams.

  • Deliver professional install summaries and customer-facing documentation.

• Data & Process Management

  • Maintain data integrity in Salesforce and other systems.

  • Support the transition from Excel to Salesforce by understanding both systems.

  • Identify and implement process improvements for greater efficiency.

• Collaboration & Communication

  • Collaborate with internal teams to ensure accuracy and timely delivery of documents.

  • Maintain clear communication with the sales team and other departments regarding project updates and progress.

• Customer Focus & Client Relationship

  • Ensure that every report, quote, and document reflects the company's brand and maintains high customer satisfaction.

  • Work to deliver work that builds customer trust and ensures clarity in every stage of the process.

Qualifications

• Experience & Skills

  • 1-2 years of experience in a customer-facing or detail-focused role.

  • Strong written and verbal communication skills.

  • Working knowledge of Excel (including Pivot tables, formulas, & macros).

  • Familiarity with Salesforce, including ability to navigate custom objects, run reports, and create dashboards.

• Mindset & Attributes

  • Ownership: Take responsibility for accuracy and impact of your work.

  • Attention to Detail: Double-check work to ensure precision and quality.

  • Customer Orientation: Prioritize delivering work that builds trust with customers.

  • Systems Thinking: Understand the bigger picture and make decisions that enhance overall workflow.

  • Clear Communication: Share information professionally across teams.

  • Team Collaboration: Work well across departments and stay open to feedback.

What Success Looks Like

• Successfully manage the full quote-to-report pipeline with accuracy and confidence.

• Consistently meet deadlines, improving the handoff between teams.

• Implement process improvements and successfully support the transition to Salesforce workflows.

• Positive feedback from teams and customers, ensuring the smooth execution of projects.

Opportunity
This is a fantastic opportunity to be part of a growing company and contribute directly to the efficiency of operations. If you’re a detail-oriented, organized individual who thrives in a fast-paced environment, apply today and be part of a team committed to delivering high-quality results and excellent customer service.

Application Process:

To be considered for this role these steps need to be followed:

• Fill in the application form

• Record a video showcasing your skill sets