UpperEdge is a leading IT sourcing and commercial advisory firm that specializes in helping our clients successfully source and deliver transformational programs while maximizing the value they receive from their key information technology relationships. We do this by empowering clients with sourcing and negotiation best practices, market and vendor intelligence, targeted insights, and project execution strategies to successfully enable their most strategic transformation initiatives.
As a leading IT sourcing and negotiation advisory firm, we engage at the highest executive levels within Fortune 500 and Global 2000 companies to support the sourcing and negotiation of the relationships required to enable enterprise-wide business transformations. Our full suite of strategic advisory services spans the full transformation lifecycle from project conception and business case development to sourcing and negotiation support to project transformation execution optimization. Our advisors maintain a wealth of experience and utilize a robust set of proprietary analyzers and tools linked to a deep database of market intelligence to provide recommendations and insights to our clients.
Founded in 2010, UpperEdge has been growing at approximately twenty five percent per year and has been profitable every year since its founding. We take great pride in the entrepreneurial culture of our company which is grounded in mutual respect, professionalism, work life balance, team morale, welfare, and giving back to the community through volunteer and philanthropic endeavors.
Our client base includes a significant number of Fortune 500 companies that are the dominant leaders in their respective industries. 100 percent of UpperEdge’s customers are referenceable, and for the past 12 years our client satisfaction scores have averaged 4.5 out of 5.
Awards and Accolades:
- Best Workplaces 2024
- 5000’s Fastest Growing Companies in 2020
- Boston’s Best and Brightest Companies to Work For five years a row
Job Description
UpperEdge is seeking a professional, high-energy individual to join our growing team of experts. The ideal candidate will be responsible for supporting the Sales Team from a sales operation’s capacity. The Sales Operations Specialist will take on an essential role in the development of sales-related proposals, overview decks, sales collateral and contractual material that spans the entire sales lifecycle. This individual will have the ability to manage multiple tasks efficiently and should have the drive to work productively in a fast-paced, team-oriented environment while maintaining a positive demeanor.
Duties and Responsibilities
- Develop and finalize sales overview material for prospective and existing clients
- Develop and finalize sales proposal material for prospective and existing clients
- Make edits and revisions to sales readout material as needed
- Transfer proposal material into Statements of Work
- Draft and finalize Statements of Work, MSAs, and NDAs for submission to prospective and existing clients
- Maintain consistency throughout all sales related material inclusive of proposal decks, overview decks, and contractual documentation by following company policies
- Maintenance and build out of sales email and transmittal templates
- Translate and transcribe executive level meeting notes into understandable text that clearly articulates the objectives at hand
- Review proposal sections and related proposal documents
- Organize and file all sales related material in a professional and credible manner
- Assist with management of all sales related document collections in addition to inventory and revision control
- Maintain sales related templates to ensure all information is relevant, current, and reflective of any new UpperEdge service offerings
- Attend meetings with management, delivery, and sales teams to translate requirements into proposals
- Support sales operations on planning processes, managing projects, and preparing and scheduling of sales meetings
- Prioritize responsibilities to meet deadlines
- Work with the marketing team to create compelling visuals
- Give presentations to the executive team
- Create project schedules
- Help create strategies and more efficient processes that help with the development of proposal decks, overview decks, and contractual documentation
- Act as a key point of contact for contract drafting and execution of business operating processes between teams inclusive of back briefing relevant stakeholders
General Qualifications
- 2-5 years of relevant experience
- Excellent written and verbal communication skills
- Prior experience in proposal and contract development may be advantageous
- Prior experience communicating and/or working directly with a Sales team is advantageous
- Excellent proficiency with Microsoft tools (Word, PowerPoint, Excel, and Outlook)
- Excellent interpersonal skills – a positive attitude and high-level energy required
- Ability to multitask and meet multiple deadlines in a timely fashion
- Excellent organizational skills to prioritize tasks and manage your time effectively
- Ability to work well both individually and in a team environment and meet tight deadlines
- Extreme attention to detail
- Good strategic planning abilities
- Demonstrated experience with Salesforce, customer relationship management (CRM) platform, is a plus
- Has the ability to present ideas clearly using oral, written, visual, and non-verbal communication skills and active listening skills.
- Bachelors’ degree in a related field preferred
Benefits & Compensation
- Salary levels are competitive and commensurate with experience
- Company Sponsored Health and Dental insurance, Flexible Spending Accounts, Holiday and PTO, 401K, Hybrid / Remote Work Options, a Great Work-Life Balance, and other exciting benefits
