About this role
Ops Specialist
Company Summary: As the recognized global standard for project-based businesses, Deltek delivers software and information solutions to help organizations achieve their purpose. Our market leadership stems from the work of our diverse employees who are united by a passion for learning, growing and making a difference. At Deltek, we take immense pride in creating a balanced, values-driven environment, where every employee feels included and empowered to do their best work. Our employees put our core values into action daily, creating a one-of-a-kind culture that has been recognized globally. Thanks to our incredible team, Deltek has been named one of America's Best Midsize Employers by Forbes, a Best Place to Work by Glassdoor, a Top Workplace by The Washington Post and a Best Place to Work in Asia by World HRD Congress.www.deltek.com
Business Summary: The Deltek Global Sales team has a passion for empowering project-based businesses to achieve their goals. We relentlessly focus on our customers’ needs and strive to deliver an exceptional experience for all clients. If you are an enthusiastic, motivated professional who enjoys building and nurturing relationships – join our highly collaborative team to help power project success for our customers.
Position Responsibilities: • Manage and process Sales Operations requests, including order forms, renewals, expansions, add-ons, amendments, terminations, transfers, and account/name changes. • Create, update, and maintain opportunities in Salesforce/CPQ, ensuring product, pricing, quantities, subscription terms, and customer information are accurate. • Review requests and supporting documentation for completeness and accuracy before processing or routing for approval. • Coordinate with Sales, Legal, Revenue Recognition, Finance, Pricing, Sales Order Support, Distribution, and other internal teams to resolve requests. • Prepare and revise customer-facing order forms and related contractual documentation according to established policies and procedures. • Support pricing and licensing requests and validate information against applicable price books, existing agreements, and customer assets. • Monitor assigned requests and ensure they are completed within established service-level agreements (SLAs). • Provide timely acknowledgments, status updates, and clear communication to internal stakeholders. • Identify discrepancies, missing information, or potential processing issues and proactively work with the appropriate teams to resolve them. • Maintain accurate records and trackers for requests, approvals, follow-ups, and completed transactions. • Prioritize urgent and high-value transactions, particularly during month-end and quarter-end periods. • Follow established Sales Operations policies, approval processes, and documentation requirements. • Develop a strong understanding of company products, licensing models, subscription structures, and internal systems. • Handle increasingly complex requests independently while escalating exceptions or unusual scenarios when necessary. • Contribute to process improvements, documentation, SOP development, and automation opportunities to improve efficiency and accuracy. • Provide backup coverage for other team members and support overall team workload as business needs require. • Maintain a high level of accuracy, attention to detail, responsiveness, accountability, and ownership of assigned requests.
Qualifications: • Bachelor’s degree in Business Administration, Management, Finance, Accounting, or a related field preferred. • At least 1–3 years of experience in Sales Operations, Order Management, Customer Operations, Finance Operations, or a similar role. • Experience working with Salesforce, CPQ, CRM, or other order management systems is preferred. * Strong attention to detail with the ability to review contracts, order forms, pricing, and customer information accurately. • Strong organizational and time-management skills, with the ability to manage multiple requests and priorities simultaneously. • Ability to work independently, take ownership of assigned tasks, and follow through until completion. • Strong analytical and problem-solving skills, particularly when identifying discrepancies or resolving order-processing issues. • Excellent written and verbal communication skills. • Ability to collaborate effectively with Sales, Legal, Finance, Revenue Recognition, Pricing, and other cross-functional teams. • Comfortable working in a fast-paced environment and handling urgent requests, especially during month-end and quarter-end periods. * Proficiency in Microsoft Office applications, particularly Excel, Outlook, and Word. • Ability to understand and follow established policies, procedures, approval requirements, and SLAs. • Customer-service oriented, with a professional and responsive approach when supporting internal stakeholders. • Adaptable and willing to learn new systems, products, licensing models, and business processes. • High level of accountability, accuracy, confidentiality, and professional judgment.
Applicant Privacy Notice: Deltek is committed to the protection and promotion of your privacy. In connection with your application for employment with us at Deltek, it is necessary for us to collect, store and use information about you (“Personal Data”) to administer and evaluate your application. We are the “controller” of the Personal Data you provide us and will process any such Personal Data in accordance with applicable law and the statements contained in this Candidate Privacy Notice Additionally, we have not sold and do not sell Personal Data you provide to us through the job application process.
Important: Protect Yourself from Recruitment Scams Bad actors or scammers may try to impersonate Deltek and send fake job offers to people. Messages from Deltek about employment opportunities will be from an @deltek.com account or [email protected], never from free services like Gmail or Yahoo. Please look carefully at the email address that provides any job offer, as some fake accounts are created to look like a legitimate domain name or email address. We will also never ask you to pay money at any point in the hiring process, whether for training, equipment, background checks, or anything else. If you receive a suspicious offer claiming to be from Deltek, do not share personal or financial information. Report any suspicious communication to [email protected] and consider reporting it to law enforcement.