Work Location: Remote Home Office
About Us
At Verified Credentials our mission is to provide a remarkable client experience with a spirit of service, commitment, and excellence in all that we do. As a leading background screening company and pioneer in the industry we have an open and inclusive company culture and welcomes applications from individuals of all backgrounds. Verified Credentials fosters and maintains a culture of active engagement and collaboration among a geographically dispersed workforce across the country who work with a high degree of autonomy. We are growing and seeking a dynamic individual who is willing to put forward and execute on new ideas. Your knowledge, skills and abilities will be valued and respected, and you will have the opportunity to make a real difference.
Primary Purpose of the Job
Supports the Go-To-Market organization by reviewing and validating deal structure, pricing, and documentation prior to implementation. This role ensures deals are accurately configured, compliant with pricing and margin guidelines, and fully documented before being submitted for setup. Serves as a quality-control checkpoint that protects margin, reduces downstream errors, and improves speed-to-revenue across all customer types.
Supervisory Responsibility
Does not directly supervise team members.
Essential Duties
Validate all deals prior to submission for setup, ensuring accurate pricing, product configuration, customer type alignment, and approved exceptions by comparing submissions against established pricing.
Review documentation and coordinate with the Sales team to ensure proper use of pricing tools, pricing sheets, and approved workflows.
Prepare, review, and maintain all required deal documentation, including pricing workbooks, amendments, addenda, and supporting administrative paperwork to ensure completeness and accuracy.
Partner closely with Sales, Client Success, Strategy, and BSD to ensure clean handoffs and readiness for implementation for all customer types.
Identify discrepancies, gaps, or risks in deal submissions and resolve or escalate them prior to downstream processing.
Support expansions, migrations, reactivations, and package changes across all customer types when assigned.
Maintain clear audit trails and documentation within HubSpot and related systems to support tracking, reporting, and review.
Surface recurring issues and contribute to process improvements that reduce rework and increase efficiency.
Maintain up-to-date knowledge of all provided products, services, and client reports to ensure deal reviews are completed accurately and in accordance with defined requirements.
Lead client initiatives by working collaboratively with all departments, clearly and accurately articulating client requests.
Ensure the timely and successful delivery of multiple client projects, requests, and needs without the loss of efficiency, accuracy, or composure.
Preserve company assets by acknowledging and adhering to company policies, including established pricing, approval, and documentation requirements.
Become proficient in utilizing a variety of client-facing systems and effectively train clients on those systems.
Perform assigned daily operational tasks and special projects to improve client experience.
Stay informed of current policies and procedures.
Continued professional development through ongoing training and education.
Other duties as assigned.
Skills Required
Strong attention to detail with the ability to validate complex pricing, deal structures, and contract documentation against established guidelines.
Working knowledge of sales processes, pricing models, and approval workflows.
Highly organized and deadline-driven, with the ability to manage multiple priorities and client projects simultaneously while maintaining accuracy and efficiency.
Comfortable identifying non-compliant items and escalating them when deals or requests do not meet defined requirements.
Ability to collaborate cross-functionally and communicate clearly with internal teams and clients.
Strong documentation and tracking skills, ensuring all client interactions, scope changes, approvals, and decisions are captured accurately and in real time.
Confident communicator with the ability to present client reviews, reports, and recommendations effectively in both virtual and in-person settings.
High level of technical proficiency in client-facing systems and tools, including the ability to support adoption and maximize efficiency.
Required Education and Experience
Bachelor's Degree in a relevant field preferred.
1-3 years of previous account management experience.
Physical and Mental Demands
Prolonged periods of sitting and standing at a desk and while working on a computer.
Ability to lift up to 10 pounds on a regular basis.
Regular and predictable attendance.
Regular interaction with other team members, including spontaneous and planned video meetings.
Ability to effectively perform responsibilities under occasionally stressful situations, including meeting daily, weekly, monthly, quarterly, and/or annual standards and workload expectations.
Ability to work any shift and required overtime based on business needs.
This job description does not include the marginal functions of the job that are incidental to the performance of fundamental job duties. All duties and responsibilities, including regular and reliable attendance, are essential job functions and are a requirement. To perform this job successfully, the team member must possess the skills, aptitudes, and abilities to perform each duty proficiently, with or without reasonable accommodation. The requirements listed in this job description are the minimum levels of knowledge, skills, or abilities necessary for the job, with or without reasonable accommodation. This job description is subject to modification at any time.