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Salesforce Operations Specialist – REMOTE JOB, Full-Time, Full Benefits

Ascend Technologies


Full Job Description


The purpose of this role is to work hand in hand with the Operations Manager of Salesforce Consulting & Application Solutions performing tasks and services to support effective and efficient business operations.


The Salesforce Operations Specialist has these primary areas of responsibility:

  • Facilitate Vendor Relationships

  • Assist with onboarding vendors and maintain accurate and up-to-date files, contracts, records, and documentation

  • Assist with communication and facilitate payment of vendors, which may include verification of federal ID numbers and resolving discrepancies

  • Assist with communication to Accounting department with onboarding and offboarding vendors

  • Invoicing

  • Assist with W2 & 1099 time-entry verification – Weekly and Monthly

  • Assist with billable, non-billable, no cost, sales engineering hours review and verification

  • Assist with time entry reconciliation Vendor Time Tracking systems

  • Assist with Purchase Order Management for all Salesforce Clients

  • Assist with bi-monthly & monthly reconciliation of contractor’s time against invoices and billing milestone approval process

  • Assist with monthly verification of expense reports and approval process

  • Review and approve all invoices in Ascend invoice system for payment

  • Assist with preparing and providing invoice detail logs to clients

  • Administrative Tasks

  • Assist with design, implementation and ongoing management of operations processes and policies (i.e billing milestones, monthly reporting, reconciliation, project set-up)

  • Assist with managing vendor insurance expiration (GL & WC)

  • Assist with all Project set-up for Salesforce (Managed Services, Renewal Contracts, Professional Services, .NET) and communication with Operations Assistant for resource assignment

  • Assist with monthly Salesforce data management processes

  • Assist with planning and execution of special events such as benefits enrollment, organization-wide meetings, employee recognition events, holiday parties, and retirement celebrations


  • Associate Degree in Accounting or equivalent years of professional experience in a relevant field

  • Prior related office experience

  • Prior Salesforce experience is beneficial

  • Exemplify strong attention to detail and organizational skills

  • Excellent verbal and written communication skills

  • Excellent interpersonal skills with the ability to manage sensitive and confidential situations with tact, professionalism, and diplomacy

  • Proficient with Microsoft Office Suite and Excel

DISCLAIMER: This is not necessarily an exhaustive list of all responsibilities, duties, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.

This is a full-time position. We provide our team a generous benefits package. We offer medical, dental, vision, life & disability insurance, flexible spending accounts, voluntary accident and illness coverage, legal services, and 401k w/employer match. Ascend also extends a flexible time off policy to provide employees a healthy balance of life's demands.

Ascend Technologies is an equal opportunity employer. We believe prosperity is driven by the diversity of our employees. We celebrate authenticity and provide a safe and inclusive environment for all.

We look forward to reviewing your application and thank you so much for your interest in our company.


Ascend Technologies Recruiting Team


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