Role:

In this role, you will work closely with a multitude of internal teams to manage the day-to-day requests for account and opportunity administration and data maintenance. The candidate will be a strong team player who is highly organized, intellectually curious, a fast learner, and able to move quickly while keeping focused on high work volume.

Become an integral part of a high-energy, fast-paced team with significant opportunities to make a positive impact on the business!

Responsibilities:

-Resolve issues on user access, account data, quoting, and opportunity booking.

-Act as a point of contact in all aspects of the account management, transaction processing from opportunity to booking, including educating and training Sales on the use of systems and processes.

-Document recurring issues logged by internal teams.

-Work one-on-one with Sales to structure quotes and to certify company standards are followed accordingly.

-Proactively engage with Sales Reps to precheck opportunity transactions, booking documents and quotes for open deals before Quarter/Year-end.

-Troubleshoot system errors and give clear instructions to Sales Reps to fix the errors in a timely manner.

-Assist Sales with completing quotes including providing ad-hoc training when needed

-Create, update, cleanse and enrich accounts, researching through available data sources, manual correction, or using automation tools

-Resolve system access issues or proactively address ongoing field system access needs

-Collaborate with Partner Operations, Distribution Operations, Sales Operations, Partner Development and Order Management teams to ensure quotes and orders meet defined criteria for factors such as booking and revenue recognition (i.e. Proof of Sell Thru, billing).

-Work cross-functionally on non-compliant orders and provide direction and clarity on steps to resolve order issues, including data quality updates that need to be made.

-Act as primary contact for Partner and Sales questions relative to quotes, order status, deal registration process adherence, etc.

-Communicate and collaborate on process challenges with internal teams for process efficiencies.

-Reconcile amounts on orders submitted from Sales to the reported bookings and revenues received from Finance.

Requirements:

-Bachelor’s Degree in Business or equivalent practical experience

-1-2 years of hands-on experience using Salesforce and Salesforce CPQ (Configure, Price, Quote) to support business users

-Knowledge and experience in Sales Operations (preferably in a software and or SaaS (Software-As-A-Service) sales organization)

-Ability to manage multiple, competing priorities with management support

-Outstanding attention to detail, accuracy and timely adherence to deadlines

-Ability to adapt to changing processes and follow them, as well as suggest changes where needed

-Excellent written and verbal communication skills – ability to compose effective and accurate correspondence cross-functionally with various internal and e-external parties

-Scheduling flexibility, as required, during critical periods such as Month/Quarter/Year End close, etc.

-Strong analytical skills, ability to investigate common SFDC CPQ behavior and determine the root causes of system errors and fix them quickly

-Possess critical thinking – ability to justify and validate the accuracy of all booking documents

-Ability to work under pressure

-Expect working across North American time zones to support all U.S. based selling teams