Manage security projects and client accounts for AT - RISK in Frisco, Texas. Oversee personnel and ensure compliance in executive protection operations with significant travel requirements.
About the role
- Commercial Operations Associate supporting global Commercial Operations team by handling CRM data audits and reporting. Collaborating with Sales, Marketing, and other stakeholders on operational tasks and data governance.
Responsibilities
- Support a global Commercial Operations team by driving contract audits, CRM/database updates, and recurring reporting to help achieve departmental OKRs.
- Serve as a Salesforce (salesforce.com) administrator, including user support, basic system maintenance, and data cleanliness.
- Triage and prioritize Sales Operations requests submitted by Sales, Client Success, and executive stakeholders.
- Drive data governance to ensure accurate and complete account, asset, contact, and opportunity records in the CRM.
- Own contract audits for closed and renewing contracts, ensuring CRM records align to bookings and customer-level data.
- Produce and maintain frequent, consistent reporting on bookings, renewals, risk/churn, and sales KPIs/scoring.
- Partner with Marketing to build and maintain targeted, accurate email distribution lists to support campaign execution.
- Help manage the company’s data capture and maintenance strategy (e.g., web forms, data hygiene), including prioritizing import/export activities and list scrubbing.
- Support lead-generation operations, including data workflows, lead assignment, reporting, administration, and automation.
Requirements
- Experience supporting Sales/Revenue/Commercial Operations in a fast-paced environment.
- Hands-on experience with Salesforce administration and CRM data hygiene best practices.
- Salesforce experience including: o Building Flows o Data imports o Data mapping / migration o Building custom fields and formulas
- Strong attention to detail with the ability to audit contracts and reconcile CRM data to bookings.
- Comfort working with stakeholders across Sales, Client Success, Marketing, and leadership teams.
- Ability to manage multiple requests, prioritize effectively, and communicate status clearly.
- Proficiency in Excel; experience with SFDC reporting/dashboards is a plus.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Tech skills
Location requirements
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