Sales Operations Specialist

Key Responsibilities

• Oversight of License File Delivery, PO Distribution, and Case Intake
• Keep internal and external stakeholders informed about the status of license file deliveries, PO distributions, and case intakes
• Sales Team Support: Collaborate closely with the sales team to support their activities within Salesforce
• Aid in tasks such as quoting, deal closing, and maintaining accurate customer records
• Provide guidance and training to sales team members on Salesforce-related tasks and processes
• Deal Desk and Quote Management: Review and approve quotes for accuracy, pricing compliance, and alignment with company policies
• Assist sales team in building complex quotes, including multi-product configurations, discount approvals, and non-standard terms
• Collaborate with sales, finance, and legal teams to structure deals and resolve pricing or contractual issues
• Ensure quote accuracy in Salesforce, including proper product selection, term lengths, and billing arrangements

Requirements

• Bachelor's degree in Business, Finance, or a related field or equivalent experience
• Experience reviewing or building quotes, processing orders, or supporting sales teams
• Familiarity with CRM systems (Salesforce preferred) and CPQ (Configure, Price, Quote) tools
• Basic understanding of sales processes, quoting workflows, and contract terms
• Strong attention to detail and ability to work with data in spreadsheets (e.g., Excel, Google Sheets)
• Excellent written and verbal communication skills, with the ability to clearly explain quotes, pricing, and processes to sales teams and stakeholders
• High ethical standards and the ability to handle sensitive pricing and customer information confidentially
• Strong problem-solving abilities and eagerness to learn complex deal structures and pricing models
• Ability to manage multiple priorities and work effectively in a fast-paced environment

Preferred Qualifications

• 1-2 years of experience in sales operations, customer success, business operations, or related analytical roles
• Strong interpersonal skills and collaborative attitude with ability to work cross-functionally
• Demonstrated ability to learn and adapt to new systems and processes