
Sales Operations Associate
3 weeks ago
Harvard Business Publishing (HBP) – the leading destination for innovative management thinking. We reach lifelong learners to improve the practice of management in a changing world. This mission inspires each of us to unlock the leader in everyone – including you
The opportunity
We are seeking a
Sales Operations Associate
to support our invoicing processes. This role will also assist in managing CRM tools. The ideal candidate will have hands-on experience with Salesforce and accounting platforms like Workday, and strong attention to detail in managing contract data and supporting non-standard invoicing
.
Key Responsibilities:
Revenue Operations:
- Manage invoicing for assigned revenue streams.
- Review client documentation to ensure accurate contract entry in Workday across business segments.
- Collaborate with business units to support non-contract invoicing.
- Assist in processing revenue transactions that require the use of data integration tools.
- Contribute to building scalable, repeatable systems for operational efficiency.
CRM & Tools Support:
- Develop working knowledge of Salesforce, especially features impacting revenue workflows.
- Ensure compliance with internal controls and documentation standards.
Additional Responsibilities:
- Handle pending renewals including Salesforce contract creation and Workday order setup with revenue recognition.
- Support executed contract renewals and assist in automation testing during Salesforce-Workday integration.
- Perform ancillary tasks such as supplier registrations, sole provider requests, W9s, and invoice release follow Update billing contact information as requested.
- Make corrections and adjustments to institutional billing schedules.
- Support monthly outreach to Sales teams on maintenance issues including at-risk contracts, follow-ups, and lost revenue tracking.
- Support audit activities including actions on revenue exceeding billing reports.
Qualifications & Skills:
- Bachelor's degree in finance or related field.
- Minimum 2 years of experience in sales operations, revenue management, or related roles.
- Exposure to Salesforce and Workday (or similar accounting software) preferred.
- Strong Excel skills and ability to manage high volumes of data.
- Detail-oriented, organized, and able to prioritize effectively.
- Excellent communication and collaboration skills.
- This will be a full time contractual role
What We Offer
As a mission-driven global company, Harvard Business Publishing is committed to fostering a culture of inclusion, trust, and engagement where everyone is welcome, valued, respected, and feels they belong. In addition to a competitive compensation and benefits package, we offer meaningful programs focused on career development and employee wellness, such as education reimbursement and early-release Summer Fridays
HBP is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, gender identity, sexual orientation, pregnancy and pregnancy-related conditions, or any other characteristic protected by law.
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