Provide white‑glove risk advisory to high‑value deals and handle special risk requests: proactively assess top deals pre‑signature (Moonshot), triage inbound customer risk requests (Customer Solutions), coordinate legal/credit reviews, and run weekly business reviews
Primary Task/Responsibilities
Moonshot program: proactively identify and reach out to top 1% deals, gather AE input, assess supportability and TOS/compliance risk, and shepherd deals through required risk review processes
Customer Solutions: manage intake and triage of special‑risk or expansion requests from AEs; determine feasibility and coordinate next steps
Manage queue of policy exception cases—route to legal, credit, or other reviewers; follow up to close outstanding actions
Prepare and run weekly business review: build agenda, surface at‑risk deals, and summarize outstanding actions and metrics
Maintain and update SOPs, risk/supportability guides, and operational workflows; surface policy gaps and escalate for policy updates
Act as seller‑facing coordinator: ensure a smooth AE experience through reviews and decisions, provide clear guidance on options and timelines
Tack case status, SLAs, and resolution outcomes; surface trends and systemic issues to stakeholders
Primary Audience
AE / Sellers
Internal GBS Team Members (e.g., Deal Strategy, Legal/Compliance, Credit Risk, Commercial Operations, Product/Supportability SMEs, Program Managers.
Must Have Skills/Tools
Strong triage and coordination skills, for queue management, stakeholder follow‑ups, and SLA awareness
Good risk/compliance literacy; ability to interpret terms of service, policy constraints, and basic legal/credit considerations
Clear written and verbal communication for seller outreach and cross‑functional escalations
Exceptional judgment in ambiguous situations and ability to recommend defensible next steps
Comfort with context‑switching across varied risk topics and maintaining current knowledge of changing supportability processes
Basic reporting skills to track case volumes, SLA, and resolution times
Case management tooling
Qualifications:
Bachelor’s degree
3+ years of experience in a sales operations support role within a tech environment
Hands-on experience with sales approval processes
Proficiency in approval tools, especially Smartsheets and Jira
Salesforce Case experience (including reporting, not just data entry)
Proven ability to own and deliver both manual and automated processes
Strong communication, cross-functional collaboration, and interpersonal skills
Sound business judgment and ownership mindset
Experience in high-growth tech companies, operating in lean, fast-paced environments
Why Join Us?
Competitive Salary & Benefits – Earn well while enjoying great perks
Career Growth – Clear paths for promotions and skill development
Supportive Work Environment – Join a team that values you
Comprehensive Training – No experience? No problem! We’ve got you covered
Exciting Opportunities – Be part of a dynamic and growing industry
IT Services and IT Consulting and Business Consulting and Services
What We Offer
About the Company
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