RevOps Assistant supporting Revenue Operations at CESA 6 by managing client agreements and HubSpot workflows. Ensuring seamless communication across the agency in Oshkosh, WI.
Responsibilities
Provide customers with information about the agency, including services offered, contacts within the agency, and professional development offerings and locations
Collect, sort, and distribute mail; prepare mail, messages, faxes, or courier deliveries for the center
Answer the door when the receptionist is unavailable
Respond to questions on Client Agreements and PandaDoc
Work with Marketing Specialist for Contact Duplication Management in HubSpot
Create HubSpot deals and manage deal stages as directed by the Sales Team
Log and maintain the yearly District Report Contract Bundling Management Spreadsheet
Assist with the collection of Client Loyalty (HubSpot Contracts) Scores
Provide ordering support for business cards
Provide design support for center-related participant tools
Route website assistance requests to appropriate contact
Provide newsletter and email marketing support
Create event information sheets
Create and manage WI Forward Exam deals and purchasing
Create Time Kettle deals in Hubspot
Coordinate all Translators/Interpreters requests for services
Manage and schedule the WIDA ACCESS Testing Process
Provide EP Help Center Support (upload articles and provide support for non-tech-related EP questions)
Curate EP user numbers, subscriptions, pertinent personnel, and associated contact lists for statewide, EPIC, and evaluation-specific communications
Manage EP Bundle Renewals in Hubspot
Other duties as assigned.
Requirements
High school diploma required
Certification or Associate degree as an administrative assistant or bookkeeper is preferred
2+ years of office experience desired
Advanced computer skills, including email, word processing, and virtual meeting scheduling
Working knowledge of Microsoft Office and Google platform applications
Proficiency or willingness to learn HubSpot CRM, PandaDoc, and related revenue operations tools
Ability to generate professional emails
Ability to create organizational tools and processes to support the centers
Ability to work independently as well as collaborate with diverse work teams
Problem-prevention, conflict resolution, and problem-solving skills
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