The Operations Specialist is a key player in supporting the Sales, Customer Success and Marketing departments. This role requires a detail-oriented individual with a solid understanding of Salesforce and the ability to manage various data-related tasks efficiently. They will be heavily involved with data management, pipeline analysis, content creation, and reporting, with a focus on optimizing sales processes and enhancing customer success.

RESPONSIBILITIES

• Manage and reconcile data, ensuring accuracy and consistency across systems: Salesforce, ConnectWise (CW), and SharePoint (SP).
• Monitor and manage overdue next steps and close dates for opportunities in Salesforce.
• Vet the pipeline to remove premature opportunities and leads, ensuring data integrity.
• Manually vet pulls from lead generation tool, Seamless.AI to maintain high-quality lead data.
• Merge and remove duplicate contacts and accounts in Salesforce, updating missing information as needed.
• Assist with the editing and review of Statement of Work (SOW) to ensure efficient completion.
• Support the creation and editing of Quarterly Business Review (QBR) and proposal decks.
• Generate reports based on needs to support departments and meetings.
• Provide general onboarding support for new hires within supported departments.
• Documentation governance across internal sites and solutions.
• Assistance with event planning, management, and execution.
• Marketing content creation and updates.

QUALIFICATIONS

• A minimum of one year of experience in a professional setting, with a focus on data management and process optimization.
• Proficiency in Salesforce, with the ability to manage and analyze data effectively.
• Strong organizational and analytical skills, with attention to detail and the ability to multitask.
• Excellent communication and collaboration skills, with the ability to work effectively across multiple departments.
• Familiarity with SharePoint (SP) is a plus.

ABOUT THE COMPANY

GeorgeJon is the backbone of the eDiscovery industry. We plan, design, manage, support, and secure cost-effective, performance-optimized data platforms with 24/7/365 management and support for a seamless user experience and peace of mind. Our vision is to be the foundation that supports every eDiscovery journey.

Our team of tech wizards, customer champions and business-savvy experts is grounded in a set of shared values:

• Ingenuity is the driving force behind our innovation and growth. We encourage creativity, problem-solving, and the pursuit of new ideas.
• Respect is the cornerstone of every interaction. We treat each other with dignity and celebrate the unique perspectives of all individuals.
• Integrity is our moral compass. We do what’s right, deliver on promises, and embrace honesty and ethical conduct in all our endeavors.
• Collaboration is what fuels our success. Team members work in harmony, leveraging diverse skills to achieve common goals.

Some of the perks of working for GeorgeJon include a remote-first work environment, a high-value, low-cost BCBS health insurance plan, 401(k) with company match, ample time off including a full week in December, paid parental leave for primary and secondary caregivers, a wellness reimbursement program, and much more.

GeorgeJon is proud to be an equal opportunity employer. We are committed to equal opportunity regardless of race, color, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or veteran status. It is our intent to comply with our duty to provide reasonable accommodations for qualified employees and applicants as required by law. All requests for accommodations should be made in writing to hr@georgejon.com.