Sales Operations Associate

Onshore•New York, NY

3d•Onsite

About The Position

Onshore is the modern standard for U.S. companies claiming the R&D tax credit. We find, document, and defend the tax credits and deductions that farms, manufacturers, architects, and engineers have earned. Claiming the R&D tax credit has historically been an ordeal full of consultants, spreadsheets, and hidden fees. Now, our software and AI-powered solutions read every line of a client's records against the tax code, produce verified computations, and are reviewed by a credentialed tax professional before filing. This position is based in New York City, and in-office attendance is required Monday-Friday.

Requirements

1-4 years of experience in sales support, sales administration, sales operations, business operations, or a similar role.
1+ years of being client facing in some capacity, with the ability to engage with clients and prospects to deliver exceptional service with a friendly and approachable demeanor.
Bachelor’s degree is required (Business, Finance, Economics, or a related field are preferred).
Exceptional organizations skills with the ability to multitask effortlessly while maintaining keen attention to detail.
Outstanding written and verbal communication skills, paired with a polished and professional presence that leaves a lasting impression.
A self-motivated innovator who thrives in a fast-paced, entrepreneurial environment with an eagerness to make an impactful contribution to the Sales organization.

Nice To Haves

Salesforce
Microsoft Office
Outlook
Docusign

Responsibilities

Keep Salesforce records, client databases, and sales reports meticulously up-to-date ensuring data accuracy and clear visibility for informed decision-making.
Provide essential daily support to the Sales team, expertly managing meeting schedules, calendars, and preparing compelling sales materials that drive results.
Nurture leads by proactively following up with potential clients through phone, email and CRM tools by maintaining momentum and building strong relationships.
Assist in preparing proposals, client presentations, and sales collaterals that showcase Onshore’s value.
Monitor sales metrics, generate insightful performance reports, and support forecasting to keep leadership informed.
Collaborate cross-functionally across the organization, and constantly seek innovative ways to improve processes, tools and workflows to drive efficiency to empower the Sales team to succeed.