Contract Specialist

Posted 3 Days Ago
Be an Early Applicant
Indianapolis, IN, USA
In-Office
Junior
Cloud • Software
If you’re ready to build your future — and the future of technology — then you’re in the right place.
The Role
Provide Quote-to-Cash support for Account Teams across Commercial and Enterprise segments, including quote and contract creation, deal structuring, commission and credit calculations, cross-functional coordination (Pricing, Legal, Rev Rec, Collections), process improvement, onboarding, and resolving complex billing and customer satisfaction issues.
Summary Generated by Built In

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.

Job Category

Operations

Job Details

About Salesforce

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

*Hybrid schedule for Toronto office

About Salesforce:
Salesforce, the Customer Success Platform and world's #1 CRM, empowers companies to connect with their customers in a whole new way. The company was founded on three disruptive ideas: a new technology model in cloud computing, a pay-as-you-go business model, and a new integrated corporate philanthropy model. These founding principles have taken our company to great heights, including being named one of Forbes's "World's Most Innovative Company" five years in a row and one of Fortune's "100 Best Companies to Work For" eight years in a row. We are the fastest growing of the top 10 enterprise software companies, and this level of growth equals incredible opportunities to grow a career at Salesforce. Together, with our whole Ohana (our chosen or extended family) made up of our employees, customers, partners and communities, we are working to improve the state of the world.
Role Description:
An exciting opportunity to be a part of Salesforce Finance and the Revenue Operations Team. The Contract Specialist role is a skilled, experienced, and independent role focused on providing outstanding Quote-to-Cash support and guidance to Account Teams within our Commercial and Enterprise customer market segments. This guidance includes but is not limited to deal structure questions, quote support, contract support, deal calculations, service delivery support, and ensuring quotes are in compliance to revenue & company policy.  The role requires a strong understanding of SaaS industries practices, Salesforce products, and company policies and procedures. It also requires the ability to work across a diverse scope of assignments both independently and within teams, think creatively to find solutions, and communicate clearly on complex scenarios.
Responsibilities Include:
  • Provide Quote-to-Cash support and guidance to Account Executives (AEs) and Renewal Managers to help execute Sales/Renewal transactions.
  • Establish strong relationships with Sales, Renewals, Customer Support Managers, Collections, Adjustments, Compensation, Rev Rec., Legal, and other internal resources as appropriate.
  • Answer and advise on process & policy questions and effectively communicate requirements to AEs.
  • Assist Sales Team in quoting, or creating contracts/orders when required
  • Partner with internal Pricing, Revenue Recognition, Collections, and Legal teams on deal execution as well as advise on negotiations and any customer satisfaction issues.
  • Assist AEs in addressing customer satisfaction inquires related to contracts/invoices and product issues, through account research and feedback.
  • Work with Sales and Collections to assist with deconstruction and resolution of complex billing issues.
  • Assist with onboarding of new team members
  • Apply knowledge, skills and judgment to make difficult decisions and resolve issues.
  • Possess strong level of Salesforce application expertise.
  • Actively participate in new process development and process improvement projects, as well as other ad hoc projects.
  • Work independently on assignments and escalations that are diverse in scope, requiring seasoned judgment in resolving issues, making recommendations, and providing guidance.
  • Challenge legacy policies and procedures that complicate quote, order, invoice, credit, commissions, and revenue processing, and formulate creative solutions or work-around based on that analysis.
  • Share best practices with and provide cross training for peers, team members and outside business units to enhance the quality and efficiency of support and contribute to the knowledge base.
  • Perform calculations as required, related to contract replacement comparisons, credits, and restructures.
  • Ensure all approval requests have been properly documented in accordance to Sales Operations processes, escalated to the appropriate approval level, and resolved within SLA.
Required Skills/Experience:
  • Bachelors degree or equivalent combination of education and experience
  • 2+ years customer order management, sales operations, or sales/customer support experience
  • Contract structuring and Commission Calculation experience
Desired Skills/Experience:
  • Excellent interpersonal skills; ability to articulate verbally and written, willingness to appropriately debate difficult issues; ability to think quickly
  • Demonstrated participation in process improvement initiatives and/or project management experience
  • Ability to excel in a fast growing/fast paced environment delivering accuracy while managing to deadlines where adaptability is imperative
  • Ability to understand broader business and financial issues, juggle multiple projects and tasks, and to work with deadlines and in a fast paced environment
  • Extreme attention to detail
  • Ability to clearly articulate case resolutions and actions required by Account Executives
  • Able to use Microsoft suite of tools effectively
  • Salesforce CRM experience a plus
  • Demonstrated initiative
  • Ability to analyze problems quickly and seek out solutions to achieve optimum outcomes in case resolution
  • Ability to work independently

Unleash Your Potential

When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.

Accommodations

If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.

Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates’ resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.

Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.

In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.

Skills Required

  • Bachelor's degree or equivalent combination of education and experience
  • 2+ years customer order management, sales operations, or sales/customer support experience
  • Contract structuring and Commission Calculation experience

Salesforce Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Salesforce and has not been reviewed or approved by Salesforce.

  • Fair & Transparent Compensation Pay is positioned as above-market in the U.S., with multiple peer-reported benchmarks converging around a similar median total compensation figure. Compensation is also framed as broadly viewed as fair in aggregate, even while acknowledging variation by role and group.
  • Parental & Family Support Parental leave is described as notably generous for U.S. caregivers, with additional supports like gradual return-to-work and doula reimbursement. Family-building programs are also emphasized through fertility/adoption/surrogacy support with sizeable reimbursement limits.
  • Wellbeing & Lifestyle Benefits Mental-health and coaching offerings are highlighted as accessible supports alongside financial-wellbeing tools. Volunteer Time Off and donation matching are presented as distinctive lifestyle-aligned benefits that add value beyond cash compensation.

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The Company
HQ: San Francisco, CA
72,000 Employees

What We Do

Salesforce is the #1 AI CRM, where Humans with agents drive customer success together. Through Agentforce, our groundbreaking suite of customizable agents and tools, Salesforce brings autonomous AI agents, unified data from any source, and best-in-class Customer 360 apps together on one integrated platform to help companies connect with customers in a whole new way. Salesforce is democratizing AI agents for businesses of every size and industry so every company can embrace a workforce without limits. Our low code, open, and secure platform helps companies build and customize Salesforce fast so they can safely scale AI-powered work to every customer and employee experience and transform their business. Salesforce is proud to be the market leader, but we’re even more proud to lead in philanthropy, innovation and culture. Guided by core values of trust, customer success, innovation, equality, and sustainability, Salesforce is more than a business — we’re a platform for change.

Why Work With Us

There’s no typical day in the life of a Salesforce employee. You could be transforming our next AI innovation — or transforming your community. Closing deals — or closing your laptop for a day of Volunteer Time Off. Driving change for our customers — or driving change within one of our high-performing teams.

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