Sales Operations Administrator
Description
About Dean Dorton
Dean Dorton is a leading professional services firm spanning certified public accounting, business advisory, and technology solutions. We are your partners in redefining success through innovation and data-driven strategies. Our experts provide an integrated suite of audit, tax, business management, consulting and technology solutions to companies both domestic and international. We help our clients strategize, adapt, and change in every stage of business, from startup and growth to succession planning and everything in between.
About the Team
Dean Dorton’s Infrastructure & Managed Services team provides comprehensive technology support and infrastructure management for clients across diverse industries. Acting as a true IT partner, we deliver secure, scalable, and strategic solutions that align with each client’s operational goals. From day-to-day support to long-term planning, we help businesses operate more efficiently and confidently through reliable, best-in-class technology services.
About the Role
The Inside Sales Operations Administrator is responsible for managing the operational backbone of the sales lifecycle, including renewals, quoting, procurement coordination, and order management. This role ensures accuracy, timeliness, and consistency across all sales operations processes while supporting internal teams and external partners.
This role requires a high level of organization, attention to detail, and the ability to work independently while coordinating closely with engagement managers, team leads, engineers, accounts receivable, vendors, distributors, and customers.
This role may not be for you: if you prefer loosely defined responsibilities or reactive work environments. This position requires strong process ownership, proactive management of deadlines, and consistent attention to detail across multiple concurrent workflows. If you are uncomfortable working across systems, managing operational complexity, or maintaining structured documentation, this role may not be the right fit. | This role may be for you: if you are highly organized, process-driven, and detail-oriented, with a strong sense of ownership over your work. You thrive in environments where you can build structure, improve processes, and ensure operational excellence. If you enjoy coordinating across multiple stakeholders and driving work to completion with accuracy and accountability, this role offers meaningful impact.
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Essential Duties & Responsibilities
The essential duties & responsibilities of the Infrastructure Services – Sales Operations Administrator role are outlined below in correlation with Dean Dorton’s performance management impact areas.
Technical
Definition: your specialized knowledge & expertise associated with the work you perform for/with clients (note: clients may be internal to Dean Dorton).
Lifecycle Management & Procurement
- Maintain accurate renewal dates, contract terms, and lifecycle records across systems
- Track customer agreements, product terms, subscription periods, and procurement requirements
- Coordinate procurement activities for hardware, software, licensing, and renewals
- Manage purchasing workflows including requisitions, purchase orders, approvals, receiving, and fulfillment coordination
- Track shipping activity, including shipment status, delivery updates, and exceptions
- Maintain documentation related to quotes, order acknowledgements, deal registrations, renewal notices, and procurement records
- Coordinate with vendors and distributors regarding product availability, order status, backorders, cancellations, replacements, and returns
Renewals Management
- Identify, track, and document renewal terms, dates, entitlements, and scope of coverage
- Maintain a proactive renewal calendar and initiate renewal activity in advance of deadlines
- Communicate upcoming renewal requirements to customers and internal stakeholders
- Support renewal protection processes and maintain accurate partner-of-record documentation
- Assist with renewal expansion opportunities, including co-terming and true-ups
- Prepare and process renewal quotes, orders, and documentation
- Drive renewals to closure prior to deadlines and escalate risks as needed
- Update systems post-renewal to ensure ongoing data accuracy
Quoting & Deal Registration
- Generate accurate quotes for products, software, renewals, and services
- Manage deal registration processes with vendors and distributors
- Validate quote accuracy, including pricing, quantities, terms, and customer information
- Coordinate with technical teams to validate bill of materials and scope prior to quote delivery
- Manage quote revisions, approvals, and documentation
- Ensure quotes are delivered within defined turnaround SLAs
- Support conversion of approved quotes into order execution workflows
Inside Sales Operations & Process Ownership
- Develop, document, and maintain inside sales processes and standard operating procedures
- Own and improve operational handoffs across presales, post-sales, procurement, and accounts receivable
- Establish and maintain process controls and system-of-record discipline
- Monitor open orders, renewal pipelines, and quoting workflows to identify bottlenecks
- Drive continuous improvement of processes, templates, and operational workflows
- Support the development of a scalable and repeatable inside sales function
Behavioral
Definition: the behaviors associated with performing your job (interpersonal skills).
- Demonstrate strong ownership of inside sales operations processes and outcomes
- Communicate proactively and effectively with internal teams, vendors, and customers
- Coordinate across multiple stakeholders to ensure alignment and timely execution
- Maintain high attention to detail and accuracy across all work outputs
- Manage time effectively to meet deadlines across multiple concurrent priorities
- Demonstrate accountability and follow-through on commitments
- Identify and resolve operational challenges through structured problem solving
- Maintain organized, consistent, and high-quality documentation
Non-Charge
Definition: the contribution you make to Dean Dorton outside of client work.
§ Contribute to the continuous improvement of sales operations processes and tools
§ Assist in developing reporting, metrics, and visibility into operational performance
§ Support the evolution of a scalable sales operations function aligned with firm growth
§ Participate in internal initiatives to improve cross-functional collaboration and efficiency
§ Champion consistency, accountability, and operational excellence across the business
Experience & Qualifications
§ Experience in inside sales administration, sales operations, procurement coordination, renewals, quoting, or a related operational role required
§ Strong understanding of quote-to-cash and renewal management processes
§ Experience working with vendors, distributors, and customer order workflows
§ Demonstrated ability to manage deadlines, documentation, and multiple concurrent tasks
§ Strong communication and coordination skills across cross-functional stakeholders
§ Ability to work independently and take ownership of operational processes
Software & Tools
§ ConnectWise PSA
§ ConnectWise CPQ
§ Microsoft Office (Excel, Outlook, Teams)
§ Vendor and distributor portals
Travel
Occasional travel may be required to meet with clients or participate in firm initiatives.
- Flexible work schedules and environment
- Unlimited Paid Time Off (PTO)
- Paid family leave, medical leave, and maternity/paternity leave programs
- Retirement benefits, including a best-in-class employer match and automatic profit sharing.
- Telemedicine, mental health resources and wellness program reimbursement
This job description is intended to describe the general nature and level of work being performed by team members assigned to this position. It is not intended to be an exhaustive list of all responsibilities, duties, and skills required. Additionally, responsibilities and duties may vary depending on business needs and individual circumstances. Dean Dorton is an equal opportunity employer.
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