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Enverus is the leading energy SaaS company delivering highly-technical insights and predictive/prescriptive analytics
The Role
Validates financial data in Salesforce CPQ by reconciling sales opportunities against contracts and historical data. Collaborates with Sales to resolve inaccuracies, generates reports, responds to case and Chatter inquiries, performs audits, analyzes data, and supports process improvements. The role also identifies automation opportunities and uses approved AI tools to improve validation, reporting, documentation, and recurring operational workflows while maintaining data quality and controls.
Summary Generated by Built In
Description
Why YOU want this position
At Enverus, we're committed to empowering the global quality of life by helping our customers make energy affordable and accessible to the world.
We are the most trusted energy-dedicated SaaS company, with a platform built to maximize value from generative AI, and our innovative solutions are reshaping the way energy is consumed and managed. By offering anytime, anywhere access to analytics and insights, we're helping our customers make better decisions that help provide communities around the world with clean, affordable energy.
The energy industry is changing fast. But we've continued to lead the way in energy technology, creating intelligent connections across the entire energy ecosystem, from renewables, power and utilities, to oil and gas and financial institutions. Our solutions create more efficient production and distribution, capital allocation, renewable energy development, investment and sourcing, and help reduce costs by automating crucial business operations. Of course, this wouldn't be possible without our people, which is why we have built a team of individuals from a diverse range of backgrounds.
Are you ready to help power the global quality of life? Join Enverus, and be a part of creating a brighter, more sustainable tomorrow.
Job Duties / Main Responsibilities
Competitive Candidate Profile
Benefits
Why YOU want this position
At Enverus, we're committed to empowering the global quality of life by helping our customers make energy affordable and accessible to the world.
We are the most trusted energy-dedicated SaaS company, with a platform built to maximize value from generative AI, and our innovative solutions are reshaping the way energy is consumed and managed. By offering anytime, anywhere access to analytics and insights, we're helping our customers make better decisions that help provide communities around the world with clean, affordable energy.
The energy industry is changing fast. But we've continued to lead the way in energy technology, creating intelligent connections across the entire energy ecosystem, from renewables, power and utilities, to oil and gas and financial institutions. Our solutions create more efficient production and distribution, capital allocation, renewable energy development, investment and sourcing, and help reduce costs by automating crucial business operations. Of course, this wouldn't be possible without our people, which is why we have built a team of individuals from a diverse range of backgrounds.
Are you ready to help power the global quality of life? Join Enverus, and be a part of creating a brighter, more sustainable tomorrow.
Job Duties / Main Responsibilities
- Process and validate critical financial data points on Opportunities submitted by the Sales team in Salesforce CPQ by reconciling them against customer-signed contracts and historical data.
- Collaborate with Sales Representatives to understand the intent behind deals and troubleshoot inaccuracies within Salesforce opportunities.
- Identify workflow gaps, Salesforce object issues, and opportunities for process improvements.
- Generate and deliver Salesforce reports in accordance with established SLAs.
- Respond to queries submitted through the case management process within SLA timelines.
- Address internal team and Sales team questions/comments through Salesforce Chatter in a timely manner .
- Participate in ad hoc projects, data analysis, and other initiatives as assigned.
- Complete assigned audit activities accurately and within defined timelines.
- Leverage approved AI tools, including ChatGPT, Claude, and other automation solutions, to improve efficiency in data validation, analysis, reporting, documentation, and recurring operational tasks.
- Identify opportunities to automate manual or repetitive workflows and support the development, testing, and adoption of AI-assisted processes while maintaining appropriate data quality, controls, and human review.
Competitive Candidate Profile
- Bachelor's or associate degree.
- Minimum of 2 years of experience working with Salesforce.
- Experience with Salesforce CPQ is preferred.
- Highly detail-oriented, self-motivated, organized, and accountable.
- Strong process control mindset with excellent analytical skills.
- Demonstrates a strong work ethic, integrity, and a willingness to learn and grow.
- Excellent written and verbal communication skills with the ability to collaborate effectively with Sales and internal stakeholders.
- Able to work independently under moderate supervision.
- Proficient in Microsoft Office applications, particularly Excel (including filtering, sorting, formulas, and formatting).
- Comfortable using AI and automation tools, such as ChatGPT or Claude, to support research, analysis, documentation, and process improvement; experience building prompts, reusable workflows, or simple automation is a plus.
Benefits
- Medical
- Dental
- Vision
- Life, AD&D, Disability, Critical Illness, and Accident Insurance
- Employee Assistance Program (EAP)
- Health Savings Account (HSA)
- Commuter Benefits
- Lifestyle & Wellbeing Program
- Pet Insurance
Skills Required
- Bachelor's or associate degree
- At least 2 years of experience working with Salesforce
- Experience with Salesforce CPQ
- Strong attention to detail, self-motivation, organization, and accountability
- Strong process control mindset and analytical skills
- Strong work ethic, integrity, and willingness to learn and grow
- Excellent written and verbal communication skills
- Ability to collaborate effectively with Sales and internal stakeholders
- Ability to work independently under moderate supervision
- Proficiency with Microsoft Office applications, particularly Excel, including filtering, sorting, formulas, and formatting
- Comfort using AI and automation tools such as ChatGPT or Claude
- Experience building prompts, reusable workflows, or simple automation
What the Team is Saying
Michael
Sr. Account Director
Melwyn
Director of Product
Enverus Compensation & Benefits Highlights
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Healthcare Strength — Health coverage appears comprehensive, combining medical, dental and vision plans with integrated mental-health resources for employees and families. These elements are consistently positioned as a strong part of the package.
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Leave & Time Off Breadth — Time-off policies, including unlimited PTO in eligible roles along with holidays and sick leave, are often described as a standout supporting work-life balance. Flexibility to take time when needed is emphasized across multiple descriptions.
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Retirement Support — Retirement benefits include a 401(k) with company matching, with recent materials indicating immediate vesting and a match structure in line with expectations. This setup is broadly viewed as a solid foundation for long-term savings.
Enverus Insights
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The Company
What We Do
Enverus’ innovative technologies drive production and investment strategies, enable best practices for energy and commodity trading and risk management, and reduce costs through automated processes across critical business functions. Enverus is a strategic partner to more than 6,000 customers in 50 countries. Enverus is a portfolio company of Hellman & Friedman and Genstar Capital.
Why Work With Us
We are guided by our Core Values: One Team, Partners for Life, Courageous Innovation. Our goal is to foster a culture that’s inclusive, fun and encourages our teammates to grow, personally and professionally. At Enverus, we are a family, and our people will always be our most important asset.
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Enverus Offices
Remote Workspace
Employees work remotely.
Typical time on-site:
None
