Sales Operations Booking Specialist

About This Role

COMPANY OVERVIEW

Based in Silicon Valley, Bridgepointe was founded in 2002 on the principle that businesses need a strategic partner and advocate when procuring, implementing, and maintaining IT services and infrastructure. The Company’s IT Strategists offer business leaders direct access to a large portfolio of vendor\-agnostic solutions, employing a six\-step model that starts with getting to know a client’s business, challenges, and goals and culminates in recommendations and support around supplier selection. Bridgepointe’s expert IT Strategists help clients achieve optimal IT results without costly consulting agreements. In January 2022, Bridgepointe announced a strategic growth investment from Charlesbank Capital Partners, raising more than $100 million as part of the transaction to fuel organic growth and fund acquisitions. Following this investment, Bridgepointe is building a fast\-paced, entrepreneurial, and highly successful corporate team.

Summary

The Sales Operations Booking Specialist will be highly analytical and organized. She will be assisting to manage the booking process for our Partners, Strategists and all other company bookings as needed. The ideal candidate will have strong mathematical abilities, excellent communications skills, and attention to details.

Job Description

• Manage bookings process for Partners, Strategists \& all other Bridgepointe bookings
• Maintain booking queue and respond to all emails and calls within a timely manner
• Break down Supplier contract, Supplier and Agency commission details to ensure accuracy and verify all bookings
• Ensure flow of Strategist data from Salesforce into RPM.
• Interact with internal departments, Strategists, Partners \& Suppliers
• Respond promptly to Strategists, Partners inquiries regarding their bookings
• Verify all Strategist bookings.
• Work on assigned tasks within Salesforce
• Send commissions reports to referral Strategist.
• Follow up on open audit and commissions tickets.
• Assist with integration of bookings data during acquisitions.
• Prepare Strategist scorecards and Partner reporting.
• Maintain department service level agreements (SLAs).
• Perform ad hoc analysis as required.
• Maintain/document accurate records of all bookings and changes in Salesforce

Qualifications \& Proficiencies:* Strong analytical and organizational skills

• Excellent mathematical abilities
• Effective verbal and written communication skills
• High level of attention to detail
• Intermediate Excel skills preferred
• Proactive, self\-directed, ability to prioritize work
• Ability to work on multiple projects at a time \& prioritize effectively in a fast\-paced environment
• Ability to work independently as well as part of a team
• Comfortable with the cyclical nature of finance work
• Positive can\-do attitude and proven problem\-solving abilities
• Tenacious – never gives up
• Knowledge of Salesforce.com and RPM is a plus
• Telecommunications background preferred
• College degree preferred
• Minimum 2\+ years of work experience in finance or accounting

Travel

This position may require a minimal amount of travel.

BENEFITS

• 90% Company\-paid Medical, Dental, and Vision Care benefits
• HSA Plans
• Short\-term and Long\-term Disability
• Company\-paid AD\&D and Life Insurance
• Competitive Pay
• 401k plan
• Unlimited PTO
• Flexible and innovative work environment