Sales Operations Booking Specialist

Company Overview
Based in Silicon Valley, Bridgepointe was founded in 2002 on the principle that businesses need a strategic partner and advocate when procuring, implementing, and maintaining IT services and infrastructure. The Company’s IT Strategists offer business leaders direct access to a large portfolio of vendor-agnostic solutions, employing a six-step model that starts with getting to know a client’s business, challenges, and goals and culminates in recommendations and support around supplier selection. Bridgepointe’s expert IT Strategists help clients achieve optimal IT results without costly consulting agreements.
In January 2022, Bridgepointe announced a strategic growth investment from Charlesbank Capital Partners , raising more than $100 million as part of the transaction to fuel organic growth and fund acquisitions. Following this investment, Bridgepointe is building a fast-paced, entrepreneurial, and highly successful corporate team.
Summary
The Sales Operations Booking Specialist Level I is a highly analytical and detail-oriented professional responsible for supporting the end-to-end booking process for Sales Partners, Strategists, and other company booking needs. This role requires strong organizational and mathematical skills, excellent communication abilities, and a high level of accuracy. The ideal candidate thrives in a fast-paced environment and demonstrates a proactive, solutions-oriented mindset.
Job Description – Level I
This position is developing the technical and project methodology knowledge to complete transactional projects assigned. Employee will develop the skills to use CRM effectively to manage and track assigned projects including but not limited to task management to drive work. This position requires regular guidance to include the use of communication templates, project templates, prioritizing and organizing work.
Bookings Specialist Responsibilities Include, But Are Not Limited To
Managing the booking process for Bridgepointe Sales Partners and Strategists
Maintaining the booking queue and responding to all emails and phone inquiries in a timely manner
Reviewing and interpreting supplier contracts, including supplier and agency commission structures, to ensure accurate booking verification
Ensuring accurate and consistent flow of contract and commission data from Salesforce into RPM
Accurately documenting, updating, and maintaining all booking records and subsequent changes within Salesforce
Collaborating with internal departments, Strategists, Partners, and Suppliers to resolve issues and support booking accuracy
Responding promptly and professionally to internal and external inquiries
Completing assigned tasks and workflows within Salesforce
Maintaining departmental service level agreements (SLAs)
Performing ad hoc reporting and analysis as required
Qualifications & Proficiencies
Minimum two years experience in telecommunications
Strong analytical, organizational, and problem-solving skills
Excellent mathematical aptitude and attention to detail
Effective verbal and written communication skills
Intermediate proficiency in Microsoft Excel preferred
Proactive, self-directed, and able to prioritize work effectively
Ability to manage multiple projects simultaneously in a fast-paced environment
Demonstrated ability to work independently and collaboratively within a team
Comfortable working within the cyclical nature of finance-related processes
Positive, can-do attitude with a strong sense of accountability
Tenacious work ethic with the ability to see tasks through to completion
Experience with Salesforce.com and RPM is a plus
College degree preferred
Must be able to work in the U.S
Compensation
Base compensation for this role is between $55,000 and $60,000 annually. *** Please note that this posted range reflects the minimum and maximum salary range budgeted for this position. Individual offers will be based on a variety of factors, including experience, qualifications, skills, internal equity, and market considerations.
Benefits
90% Company-paid Medical, Dental, and Vision Care benefits
HSA Plans
Short-term and Long-term Disability
Company-paid AD&D and Life Insurance
Competitive Pay
401k plan
Flexible PTO
Flexible and innovative work environment
Bridgepointe Technologies, LLC is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
For more information, please send an email to Talent.Acquisition@bpt3.net , or visit https://www.bridgepointetechnologies.com/ to learn more about Bridgepointe.

Work arrangement
Yes