Consulting Operations Manager

Sensiba is always looking for top talent to add to our integrated team. We have an exciting opportunity for a Sales Development Representative - Sustainability to join our RevOps team. If you're looking for an organization that offers an inclusive environment, uses business as a force for good, and supports you and your family with flexible work options and attractive benefits, take the first step toward joining the Sensiba team!

Named a Top 100 Accounting Firm and Top Workplace USA, we're recognized for exceptional employee engagement and dedication in helping our clients solve problems, navigate complexity, and build a foundation for sustainable growth.

In 2018, we became a certified B Corporation (B Corp ). The B Corp certification distinguishes companies that use the power of business to solve social and environmental problems. It helps us better assess how our core values align with our daily operations and identify where we can improve.

Responsibilities

Manage Post-Sales Processes:

• Perform and meticulously track new client onboarding, including scheduling and overseeing project kickoffs.
• Respond to client inquiries and manage closeout calls, ensuring a seamless transition to the next engagement.
• Send timely renewal reminders and draft statements of work, tracking their lifecycle and following up with customers for unsigned documents.
• Conduct end-of-project closeout calls, soliciting feedback, documenting details, and maintaining follow-up relationships through to the next engagement.

Customer Service, Engagement, and Expansion:

• Receive and respond to customer inquiries or issues, proactively following up on deliverables for and from our customers.
• Follow up on billing invoices to ensure customers receive timely deliverables.
• Proactively solicit and follow up on testimonials, reviews, and referrals.
• Identify and position additional firm service offerings aligning with client initiatives.

Project Management:

• Work closely with Consulting staff in our project management solution (Monday.com or other platforms as determined) to oversee project status throughout its lifecycle.
• Manage recurring project timelines and customer contact for re-engagement (renewals).

Data Management, Communication, and Reporting:

• Update and maintain Salesforce.com and Monday.com for accurate and up-to-date information.
• Provide timely account and project status reports to internal management and customers.
• Communicate effectively with customers via email, phone, and web-based conferences.

Vendor Partner Relationships:

Consulting Administrative Support:

• Provide Consulting Partners and Managers assistance with tasks, including scheduling, interfacing with partners, managers and clients to help optimize management's time.
• Schedules meetings to coincide with client engagements, working with client personnel and scheduling regular off-cycle meetings with client personnel

Business Development:

• Researches, prioritizes, and creates materials for prospective clients
• Prepares all documentation for new client set up
• Update our CRM pipeline
• Manage flow of inbound leads with prompt follow-up
• Research prospective customers and identify, filter, and qualify opportunities for the Sales Team
• Manage and maintain a pipeline of interested prospects and engage Sales for next steps
• Develop a comprehensive understanding of solutions and services offered by our firm, along with the unique value of each practice
• Set up meetings or calls between (prospective) customers and sales executives
• Work as a selling team alongside your marketing and sales counterpart(s)
• Consistently track your activities in our system of record
• Report on weekly, monthly, and quarterly results and adjust strategies based on performance data
• Work with management to build formalized sales playbooks for product and service offerings
• Assist in developing and formatting proposals and RFPs
• Attend conferences to represent multiple products and services

General Administrative Support:

• Prepare client invoices for assigned service areas
• Other projects and administrative duties as required or as assigned

For individuals based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.

For individuals who would be working within the City of Los Angeles, Sensiba will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.

Sensiba LLP is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity, or any other characteristic protected by law.

Sensiba LLP complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact us at talent@sensiba.com.

Certain states require employers to disclose the pay range in job postings. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, contact our human resources team.

Compensation: $120,000

*Compensation may vary based on skills, role, and location*