Business Operations Specialist

Job Description

Since 1995, Red Oak Technologies has been a trusted partner in the tech industry, delivering innovative talent solutions that drive progress. We specialize in quickly acquiring and efficiently matching top-tier professional talent with clients in immediate need of highly skilled contract, permanent or project management based resources.

We are looking for a Business Operations Specialist to codify and document best practices across sales and operations teams. This role focuses on capturing institutional knowledge around governance processes such as forecasting, CRM task tracking, quota timelines, and usage of supporting tools. The ideal candidate will combine organizational and project management skills with a strong understanding of sales processes.

Responsibilities :

• Collaborate with sales and operational leadership to gather process documentation from subject-matter experts.
• Consolidate and structure best practices into accessible reference materials for team onboarding and continuity.
• Document workflows for Salesforce task logging, account transitions, and quota management timelines.
• Review and ensure process alignment with 3rd party software tools used across the sales lifecycle.
• Maintain organized, searchable repositories (Google Sheets / MS Excel) of governance and procedural content.

Qualifications :

Red Oak Technologies is made up of people from a wide variety of backgrounds and lifestyles. We embrace diversity and invite applications from people of all walks of life. See what it’s like to be at the top; connect with one of our recruiters and apply today.

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