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Customer Success Sales Analyst Contractor

Remote: 
Full Remote
Contract: 
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Offer summary

Qualifications:

Experience in the K12 education market is preferred., Demonstrated knowledge of Salesforce and sales processes is required., At least 1 year of experience in a customer-facing support role is necessary., Strong interpersonal and communication skills are essential. .

Key responsabilities:

  • Support Sales teams by drafting quotes for school districts.
  • Liaise with schools and the Fulfillment team regarding material orders.
  • Maintain organized customer and sales data through data entry and cleanup.
  • Provide timely customer support and updates on shipment statuses.

Open Up Resources logo
Open Up Resources Education Startup https://www.openupresources.org/
11 - 50 Employees
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Job description

Who We Are

Open Up Resources is a non-profit publisher in pursuit of delivering the highest quality learning experiences for all students by providing educators best in class, research-based PreK–12 curricula and professional learning so they may support every student’s academic success and create in-class experiences that celebrate, honor, and empower all students.

The Role

Our Customer Success Sales Analyst works to support the New Business and Customer Success Sales Teams by the processing of product and service sales through quote creation, PO processing and customer support. The role will also support SalesForce reconciliation and organization with regards to accounts, leads and contacts. 

Requirements

Key Responsibilities 

Sales Operations

  • Support the Sales teams in drafting school district requested quotes.
  • Liaise and support schools and the Fulfillment team regarding materials ordered. 
  • Data entry and cleanup that allows for organized and precise sales and customer lists.

Customer Support

  • Follow-up with school districts as materials are delivered and timely respond to inquiries.
  • Keep clear and meticulous records of customer interactions in Salesforce.
  • Provide customers with shipment status updates, as supplied by the Fulfillment team.
  • Assists schools in understanding their packing slip to verify all products were received. 

Job Qualifications

  • Experience within the K12 education market is preferred.
  • Demonstrated experience with sales and service processes, customer billing, accounts receivable and vendor interactions required. 
  • Demonstrated working knowledge of Salesforce required.
  • At least 1 year of experience in a customer-facing support role required. 
  • Incomparable people skills with ability to handle complicated situations with poise.
  • Excellent interpersonal, verbal and written communication skills.
  • Self-motivated with excellent problem-solving and analytical skills.
  • Ability to efficiently multitask and prioritize appropriately in a fast paced environment.
  • Proficient skills in Microsoft Office Suite, specifically in: Word, Excel, and PowerPoint as well as Google Suite.
  • Ability to work independently.
  • Detail-oriented and project management skills

Benefits

Additional Details

  • At Open Up Resources, we believe in building and fostering a diverse workplace environment. We are proud to be an equal opportunity employer where all applicants are considered for employment without attention to color, religion, gender identity, national origin, veteran or disability status.
  • We are a virtual organization with headquarters in the California Bay Area. 
  • This is a part-time, non-benefited contracted annual position with the potential for full-time employment. 

Required profile

Experience

Industry :
Education
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Communication
  • Analytical Skills
  • Multitasking
  • Detail Oriented
  • Prioritization
  • Social Skills
  • Problem Solving

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