Sales Operations Specialist
Ready to join a company that's transforming how entrepreneurs handle their finances? At Out of the Box Technology, we've spent 35 years helping over 50,000 business owners focus on what they do best by taking the complexity out of their financial management. As an Elite QuickBooks Solution Provider (QSP), we combine cutting-edge software expertise with genuine human connection to deliver our motto: "Anything + Everything QuickBooks." If you're passionate about helping businesses thrive while growing alongside collaborative teammates, you'll find yourself at home here.
Position OverviewWe are hiring an Interim Sales Operations Assistant to help us process service orders accurately and efficiently.
This is not a sales or client-facing role. It’s a critical behind-the-scenes support role focused on entering service orders into Salesforce and ensuring everything aligns with billing in QuickBooks Online. If you’re someone who enjoys structured processes, accurate data entry, and keeping things organized — this role is for you.
Key Responsibilities- Enter new service orders in Salesforce once a client signs a contract
- Input details from the contract: service type, hours purchased, and term
- Ensure all information is correct and matches billing requirements in QuickBooks Online
- Maintain accurate records for internal use and audit readiness
- Collaborate with sales and finance teams to ensure smooth handoffs
- Help with other administrative support tasks related to onboarding and service tracking
- 1–3 years of experience in sales operations, order processing, or admin support
- Must have working experience with Salesforce and QuickBooks Online
- Strong attention to detail and consistency in data entry
- Ability to follow structured workflows with little oversight
- Clear communication and good organization skills
- Comfortable working remotely and independently
Out of the Box Technology is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We prohibit discrimination based on race, color, religion, sex, national origin, age, disability status, sexual orientation, gender identity, veteran status, or any other characteristic protected by law.
Ready to join a company that's transforming how entrepreneurs handle their finances? At Out of the Box Technology, we've spent 35 years helping over 50,000 business owners focus on what they do best by taking the complexity out of their financial management. As an Elite QuickBooks Solution Provider (QSP), we combine cutting-edge software expertise with genuine human connection to deliver our motto: "Anything + Everything QuickBooks." If you're passionate about helping businesses thrive while growing alongside collaborative teammates, you'll find yourself at home here.
Position OverviewWe are hiring an Interim Sales Operations Assistant to help us process service orders accurately and efficiently.
This is not a sales or client-facing role. It’s a critical behind-the-scenes support role focused on entering service orders into Salesforce and ensuring everything aligns with billing in QuickBooks Online. If you’re someone who enjoys structured processes, accurate data entry, and keeping things organized — this role is for you.
Key Responsibilities- Enter new service orders in Salesforce once a client signs a contract
- Input details from the contract: service type, hours purchased, and term
- Ensure all information is correct and matches billing requirements in QuickBooks Online
- Maintain accurate records for internal use and audit readiness
- Collaborate with sales and finance teams to ensure smooth handoffs
- Help with other administrative support tasks related to onboarding and service tracking
- 1–3 years of experience in sales operations, order processing, or admin support
- Must have working experience with Salesforce and QuickBooks Online
- Strong attention to detail and consistency in data entry
- Ability to follow structured workflows with little oversight
- Clear communication and good organization skills
- Comfortable working remotely and independently
Out of the Box Technology is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We prohibit discrimination based on race, color, religion, sex, national origin, age, disability status, sexual orientation, gender identity, veteran status, or any other characteristic protected by law.