Job Opportunity: Sales Operations Specialist

Job Title and Purpose

The Sales Operations Specialist at Info Solutions has an opportunity to impact our financial performance and our overall client satisfaction. The purpose of the Finance and Sales Operations Specialist is to work as part of a team that facilitates accurate quoting, ordering, and invoicing using our company tools (Connectwise and Quickbooks Online).

Interested Candidates should send an email with resume attached to

Job Duties

  • Product and services quoting process assisting those responsible for client relationships (account managers, managing partners)
  • Processing of sales/product orders in our CRM & product/services processing application, ConnectWise (CW)
  • Setting up and updating of project work plans in CW based on the executed scope of work (SOW)
  • Client invoicing of product, project-based services, and managed services in CW and QuickBooks Online (QB)
  • Processing of vendor invoices in QB
  • Product, project-based services, and managed services reconciliation process (spreadsheets, QB)
  • Assist with the month-end, quarter-end, and year-end process as needed
  • Enter, update, and maintain client, vendor, and other data in CW and QB
  • Follow-up with client contacts as needed to ensure our invoices are paid in a timely manner
  • Recommend process and operational improvements and participate in the implementation of any changes
  • Other operational and business-related tasks if/when needed (e.g., sales tax setup, payroll-related tasks, business tax payments, vendor payments,


  • Excellent communications skills is a requirement for this position. Ability to effectively communicate internally with coworkers and externally with Clients is paramount to the success of this position. This includes written and oral communication, documentation of work performed and the proactive communication of issues and potential resolutions to management, teammates and/or our Clients.
  • While accounting and sales support skills are an advantage for any candidate, someone with excellent interpersonal skills and the aptitude to learn new skills will be given high consideration for this position.
  • Microsoft Excel experience is needed.
  • Other Microsoft application experience is helpful.
  • The candidate will have an opportunity to learn Quickbooks Online Accounting Software and Connectwise CRM on the job.


Most important to the Info Solutions’ team is finding a candidate that shares our Core Values (CREEED), which is the way we conduct business and interact with each other.

Client – top of the list and our focus, our people must have great customer service skills
Respect – working as a team, open communication
Ethics – do the right thing
Engage – your clients, co-workers and those around you. Be present and in motion; invest in yourself
Empowerment – proactively identify and solve problems; take ownership
Dedicated – have each other’s back, willing to do whatever is needed to take care of the client, commitment to the company and our core values

Every employee deserves great benefits, here are some of ours:

  • Medical, Dental, Vision
  • Training and development opportunities
  • Paid Vacation and Wellness days
  • Paid holidays
  • 401K with a company match
  • Profit Sharing

Who we are

At Info Solutions, we’re proud to help organizations across America compete more effectively in a challenging global marketplace. Info Solutions is an IT Consulting and Managed Services company focused on improving productivity and solving business problems with technology. Headquartered in Delaware, the company has a regional focus with a global reach. Experience matters and our team of client focused professionals has deep experience building and supporting secure IT infrastructure.


Info Solutions is proud to be an equal opportunity employer committed to inclusion and diversity. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, or other applicable legally protected characteristics.

Interested Candidates should send an email with resume attached to

Info Solutions LLC