Commercial Operations Specialist

Commercial Operations Specialist

Department: Compliance and Commercial Operations

Reports To: Senior Director of Compliance and Operations

Employment Type: Full-Time

Location: Remote

Position Summary:

The Commercial Operations Specialist supports the successful transition of K-12 client agreements from Sales to Service Delivery and helps ensure that contracted home-visit services are launched, managed, and tracked accurately.

This position serves as a critical operational link between Sales and Service Delivery. The Commercial Operations Specialist ensures that client and contract information is complete, accurate, and actionable in the organization's CRM and operational systems.

The ideal candidate is highly organized, detail-oriented, analytical, and comfortable managing multiple client accounts, initiatives, deadlines, systems, and cross-functional workflows.

Key Responsibilities:1. Sales-to-Service Delivery Handoff

• Coordinate the transition of newly signed K-12 clients from Sales to Service Delivery.
• Review executed contracts, statements of work, purchase orders, and related documentation.
• Confirm that contracted services, pricing, service volume, implementation dates, and client requirements are accurately documented.
• Conduct handoff meetings with Sales and Service Delivery teams.
• Identify missing information or potential implementation risks before services begin.
• Maintain standardized handoff checklists and documentation.

2. Client/Contract Setup and Support

• Create and maintain accurate client, school, district, and program information within the HubSpot CRM and other system applications/operational platforms.
• Validate contract terms against CRM records and service-delivery requirements.
• Maintain information regarding:
• Contract start and end dates
• Number of home visits purchased
• Pricing and contracted revenue
• Service frequency
• School/district locations
• Primary and secondary contacts
• Billing contacts
• Purchase orders/Contracts
• Implementation requirements
• Monitor contract milestones and notify appropriate stakeholders of upcoming deadlines.
• New client phone and email outreach prospecting as needed
• Occasional travel may be required based on business needs.

3. Service Delivery Operations Support

• Partner with Service Delivery to ensure teams have the information needed to launch and manage client services.
• Track service fulfillment against contracted commitments.
• Identify discrepancies between contracted services and services delivered.
• Escalate service-delivery issues that may affect client satisfaction, revenue, or contract compliance.
• Support operational reporting related to client implementation and service delivery.
• Provide support to service delivery teams as needed, which may include completing home visits in urgent or time-sensitive situations.

4. Billing & Revenue Operations Support

• Coordinate with Finance/Billing to ensure billing information is complete and accurate.
• Connect client billing contacts with the organization's billing team when appropriate.
• Validate that invoicing aligns with contract terms and service delivery.
• Research and resolve billing discrepancies involving service volume, pricing, dates, or contract terms.
• Track outstanding documentation required for invoicing.
• Support revenue reconciliation between CRM, service-delivery records, and financial systems.

5. CRM & Data Management

• Maintain data integrity across HubSpot and other operational systems.
• Audit records for missing or inaccurate information.
• Ensure Sales and Service Delivery teams are using consistent pipeline stages, service statuses, and disposition codes.

6. Reporting & Analytics

Prepare recurring reports covering areas such as:

• Create and manage Infographic reports
• New clients sold and awaiting implementation
• Clients successfully transitioned to Service Delivery
• Services contracted versus services delivered
• Home visits scheduled versus completed
• Remaining contracted visits
• Client implementation status
• At-risk accounts
• Contract renewals and upcoming expirations
• Service-delivery exceptions

QualificationsRequired

• Bachelor's degree in Business, Operations, Education, Finance, Communications, or related field; equivalent experience may be considered.
• 2–5 years of experience in commercial operations, sales operations, business operations, customer success operations, service delivery, or a related function.
• Experience working with CRM systems such as HubSpot or Salesforce.
• Strong organizational and project-management skills.
• Strong attention to detail and data accuracy.
• Ability to manage multiple priorities and deadlines.
• Strong written and verbal communication skills.
• Demonstrated ability to work cross-functionally.
• Strong Excel/Google Sheets skills.

Preferred

• Experience working with K-12 schools, districts, education technology, or education services.
• Experience supporting a service-based business.
• Experience with HubSpot workflows, reporting, and dashboards.
• Experience analyzing service utilization and revenue data.

Why Concentric

• Mission-driven team reshaping student engagement and community impact
• Opportunity to lead transformative work at the intersection of education and equity
• Flexible PTO and generous holidays
• Comprehensive health, dental, vision, and life benefits
• Nationally recognized brand trusted by school systems and community leaders

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Concentric Holdings Inc. is proud to be an Equal Opportunity Employer. Diversity and Inclusion is an integral part of our organization and reputation. At CHI, we do not discriminate and we are committed to recruit, retain, develop and promote regardless of race, religion, color, national origin, sexual orientation, gender, gender identity, disability, age, veteran status and other protected status as required by law.

Pay: $65,400.00 - $76,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Employee assistance program
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Work Location: Remote