Business Operations Specialist

Red Oak Technologies • Denver, CO, US

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Since 1995, Red Oak Technologies has been a trusted partner in the tech industry, delivering innovative talent solutions that drive progress. We specialize in quickly acquiring and efficiently matching top-tier professional talent with clients in immediate need of highly skilled contract, permanent or project management based resources.

We are looking for a Business Operations Specialist to codify and document best practices across sales and operations teams. This role focuses on capturing institutional knowledge around governance processes such as forecasting, CRM task tracking, quota timelines, and usage of supporting tools. The ideal candidate will combine organizational and project management skills with a strong understanding of sales processes.

Responsibilities :

Collaborate with sales and operational leadership to gather process documentation from subject-matter experts.
Consolidate and structure best practices into accessible reference materials for team onboarding and continuity.
Document workflows for Salesforce task logging, account transitions, and quota management timelines.
Review and ensure process alignment with 3rd party software tools used across the sales lifecycle.
Maintain organized, searchable repositories (Google Sheets / MS Excel) of governance and procedural content.

Qualifications :

2–4 years of advanced Google Sheets or Microsoft Excel usage for documentation and data organization.

2–4 years project management experience, preferably in a sales operation's context.

2–4 years of direct collaboration with sales teams on process improvement or enablement.

2–4 years of Salesforce usage, including reporting, task management, and process tracking.

Strong communication skills and ability to translate tribal knowledge into structured operational guidelines.

Red Oak Technologies is made up of people from a wide variety of backgrounds and lifestyles. We embrace diversity and invite applications from people of all walks of life. See what it's like to be at the top; connect with one of our recruiters and apply today.

Let us help you find your next career opportunity! JOIN RED OAK TECHNOLOGIES!

Learn what it's like to be a Red Oak Consultant!

Red Oak Five (Core Values) : Relationships First | Exceptional Quality and Service | Unwavering Integrity and Trust | Be Easy To Do Business With | Respect Everyone

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Operation Specialist • Denver, CO, US