Support sales and delivery by drafting and managing client-facing scope documents (proposals, SOWs), updating Salesforce records, tracking versions, identifying risks, escalating issues, and coordinating cross-functional stakeholders to meet deadlines and maintain quality.
AHEAD builds platforms for digital business. By weaving together advances in cloud infrastructure, automation and analytics, and software delivery, we help enterprises deliver on the promise of digital transformation.
At AHEAD, we prioritize creating a culture of belonging, where all perspectives and voices are represented, valued, respected, and heard. We create spaces to empower everyone to speak up, make change, and drive the culture at AHEAD.
We are an equal opportunity employer, and do not discriminate based on an individual's race, national origin, color, gender, gender identity, gender expression, sexual orientation, religion, age, disability, marital status, or any other protected characteristic under applicable law, whether actual or perceived.
We embrace all candidates that will contribute to the diversification and enrichment of ideas and perspectives at AHEAD.
As a Services Operations Specialist, you will work closely with key stakeholders from across our organization including Sales, Engineering, Service Delivery, Sales Operations, Legal, and Finance. To be successful in this role, you will need to be a master communicator with a desire to learn a lot very quickly and to work in a fast-paced, highly collaborative, and results-driven environment.
Roles and Responsibilities:
- Draft, edit, and distribute client-facing scope documentation (Proposals, Statements of Work, etc.) with a focus on accuracy, quality, and speed.
- Balance and prioritize multiple internal and client deadlines, ensuring deliverables are completed quickly without sacrificing quality, and that turn-around times support the success of sales opportunities.
- Work within Salesforce to accurately update records, adjust pricing and hours, and manage requests.
- Take ownership of identifying and evaluating risks tied to each opportunity, making informed decisions on required approvals and risk mitigation strategies. Clearly and proactively communicate key information, escalations, and exceptions to internal stakeholders throughout the lifecycle of a sales campaign.
- Oversee version management of all client-facing documents, ensuring accurate and up-to-date scope and pricing details are communicated.
- Identify, escalate, and drive the resolution of issues early within the scope and deliverable approval process by collaborating with the right teams and keeping momentum going toward timely outcomes.
Qualifications:
- 2-5 year(s) work experience in a corporate setting.
- Proficiency with Microsoft Office products (Word, Excel, PowerPoint).
- Proficiency with Microsoft collaboration tools (SharePoint, Teams).
- Experience with Salesforce (not required).
- A commitment to delivering a consistently high-quality work product.
- A mastery of the English language and written communication skills (spelling, grammar, punctuation).
- A sense of urgency in meeting deadlines.
- Strong attention to detail.
- Ability to work independently and own a number of different task types.
- A high level of communication with internal teams.
- The ability to effectively toggle between multiple projects.
- Eagerness to learn new concepts and skills.
The compensation range indicated in this posting reflects the On-Target Earnings (“OTE”) for this role, which includes a base salary and any applicable target bonus amount. This OTE range may vary based on the candidate’s relevant experience, qualifications, and geographic location.
Why AHEAD:
Through our daily work and internal groups like Moving Women AHEAD and RISE AHEAD, we value and benefit from diversity of people, ideas, experience, and everything in between.
We fuel growth by stacking our office with top-notch technologies in a multi-million-dollar lab, by encouraging cross department training and development, sponsoring certifications and credentials for continued learning.
USA Employment Benefits include:
- Medical, Dental, and Vision Insurance
- 401(k)
- Paid company holidays
- Paid time off
- Paid parental and caregiver leave
- Plus more! See benefits https://www.aheadbenefits.com/ for additional details.
Use of AI:
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, assessing responses, or to capture recordings and create transcriptions or summaries during interviews. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans.
If you would like more information about how your data is processed, please refer to the Candidate Privacy Notice or contact us at [email protected].
You may opt-out of the review or analysis of your application and resume by AI tools by using the General Application. Please include the role you wish to apply for in the Additional Information field. You may also choose to opt-out of recording and transcription at any time, including after joining an interview. Candidates will not be penalized for choosing to opt-out.
Similar Jobs
Insurance
Support and lead an Operations Support Services team to meet SLAs: assign workload, resolve technical and quality issues, conduct audits and training, escalate and report high-visibility items, and implement process improvements.
Top Skills:
MS Office
Fintech • Financial Services
Manage and grow relationships with affluent customers by delivering multi-product banking, lending, and investment solutions. Acquire new clients, conduct discovery-based planning, coordinate with Wealth/Home Lending/Business teams, ensure accurate documentation and regulatory compliance, and support branch service and digital adoption.
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Handle inbound and outbound mortgage collections calls, review account status, collect payments, evaluate customer finances, negotiate repayment solutions, and document account actions. Ensure compliance with customer information security, debt collection, and mortgage regulations while meeting quality, productivity, and operational targets. The role includes extensive training and operates on a hybrid schedule with three days onsite and two days remote in Irving, Texas.
Top Skills:
Ai SimulationsDigital Phone SystemsExcelMicrosoft WordMsp/Black Knight
What you need to know about the NYC Tech Scene
As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory
