Optiv + ClearShark

General

• Review and validate incoming sales orders against customer purchase orders, OEM/Distributor cost quotes, and applicable contract terms and conditions
• Ensure orders comply with relevant FAR/DFARS clauses and contract-specific requirements prior to activation
• Perform quality assurance checks on pricing, part numbers, quantities, and contract references
• Activate validated sales orders according to established sales operations procedures
• Partner with Sales and Inside Sales teams to identify, research, and reconcile order discrepancies
• Serve as a point of contact for order-related questions and escalate complex issues as needed
• Track order fulfillment status after purchase orders are submitted to Distributor/OEM
• Ensure customers receive required documentation, including proof of delivery/shipment, license keys, and other deliverables
• Upload and maintain proof of delivery and related documentation in Salesforce
• Help maintain current, streamlined, and consistently followed SOPs and order management processes
• Recommend improvements to order accuracy, cycle time, and compliance
• Provide after-hours support during peak business periods when required

Order Management Specialist

Controller

• Oversee accounting, finance, and related functions
• Build and develop accounting policies and procedures
• Oversee month-end close, including reconciliations, fluctuation analysis, and accounting issue research
• Coordinate, analyze, and report financial performance to management
• Oversee payments of all accounts
• Monitor working capital and funding balances
• Recommend benchmarks for measuring financial and operating performance
• Monitor and analyze monthly operating results against budget
• Manage preparation of financial statements and notes
• Manage external auditors
• Represent finance in identifying and implementing new systems and upgrading existing systems
• Prepare financial analysis for contract negotiations and investment decisions
• Ensure compliance with applicable regulations and principles
• Lead and manage the Federal Finance and Accounting team
• Report to the Optiv + ClearShark President with indirect reporting to Optiv Finance leadership

Manager

• Plan, organize, strategize, and execute proactive and reactive proposal development for Federal opportunities
• Support sales and presales organizations and lead winning proposal engagements with Sales and cross-functional teams
• Own and manage the proposal process from initial awareness through completed response, BAFO, presentations, and follow-up
• Analyze and deconstruct RFx documents and develop compliance and responsibility matrices
• Ensure proposal processes and responses comply with Federal regulations, including FCI, CUI, and privacy requirements
• Monitor and report proposal metrics, including contractual SLAs
• Author proposal responses and collaborate with teams on required content
• Develop pursuit strategy and win themes
• Assemble, lead, and motivate pursuit teams through strategy sessions, kickoffs, reviews, and transition meetings
• Serve as point of contact for procurement queries
• Serve as primary company point of contact for the SEWP VI program and coordinate with NASA SEWP PMO
• Manage SEWP VI contract performance, compliance, deliverables, milestones, documentation, reporting, financial obligations, and program operations
• Support identification, qualification, and pursuit of SEWP VI task-order opportunities from identification through award and performance
• Review solicitations and task-order requirements for scope, compliance, eligibility, and risk
• Coordinate compliant quotes, proposals, task-order responses, and internal reviews
• Maintain SEWP VI pipeline, dashboards, management reports, metrics, and executive status reports
• Coordinate SEWP VI activities across Contracts, Finance, Sales, Program Management, IT, Security, and Operations
• Monitor subcontractor and teaming-partner compliance and contractual obligations
• Identify risks, escalate issues, and coordinate corrective actions
• Establish SEWP VI procedures, controls, and standard operating procedures
• Support customer meetings, training, conferences, orientations, industry events, and program activities
• Build relationships with Federal customers, Contracting Officers, NASA SEWP PMO personnel, prime contractors, subcontractors, and teaming partners
• Coordinate customer communications and represent Optiv + ClearShark at SEWP VI events

Order Management Specialist

Controller

Principal Proposal & Contracts Manager