The Jr. Sales Operations Analyst provides support to Sales through CRM Quotes and Deal Desk functions. This role will be responsible for assisting in the management of sales processes, optimizing CRM data integrity, supporting quote creation and maintenance, managing the opportunity audit process, and ensuring deal compliance with internal policies. The ideal candidate is analytical, process-driven, and eager to grow within a fast-paced sales environment.
Key Responsibilities
Assist in the management and maintenance of CRM records to ensure data accuracy and completeness.
Support sales forecasting, pipeline management, and reporting efforts by gathering and analyzing data.
Ensure timely and accurate updates of opportunities, quotes, and deal approvals.
Collaborate with Sales Operations leadership to streamline and improve sales processes.
CRM Quotes Support
Support the creation and validation of quotes in the CRM system, ensuring accuracy and compliance with pricing policies.
Work closely with sales teams to troubleshoot quoting issues and provide guidance on quoting best practices.
Assist in the implementation of automation and process improvements within the CRM quoting workflow.
Deal Desk Support
Assist in reviewing deals for accuracy, compliance, and approval requirements before submission.
Support deal escalations by coordinating with Sales, Finance, and Legal to ensure smooth approvals.
Help track and maintain deal approvals and discounting trends to support strategic decision-making.
Ensure compliance with internal policies and contract guidelines.
Minimum Knowledge, Skills, and Abilities Required
Experience
3+ years of experience in Sales Operations, Deal Desk, CRM management, and/or a related field.
Experience working with industry standard CRM.
Strong analytical and problem-solving skills with attention to detail.
Ability to work in a fast-paced, dynamic environment with cross-functional teams.
Proficiency in MS applications for data analysis and reporting.
Excellent communication and organizational skills.
Technical Proficiency
Experience with CPQ (Configure, Price, Quote) tools is a plus.
Knowledge of B2B sales processes and sales cycle management.
Understanding of pricing, discounting, and contract management principles.
Working Conditions
Normal office environment with extended periods of computer use.
Essential Functions
Collaborate across departments to achieve organizational goals.
Maintain a high level of flexibility and adaptability to accommodate business needs.
Ability to manage multiple priorities effectively while meeting deadlines.
Is a highly motivated self-starter who wants to make valuable contributions to the team from day one.
#LI-JF1 #momentivesoftware
Momentive Software amplifies the impact of over 20,000 purpose-driven organizations in over 30 countries, with over $11 billion raised and 55 million members served to date. Mission-driven nonprofits and associations rely on Momentive’s cloud-based software and services to address their most pressing challenges – from engaging their communities to simplifying operations and growing revenue. Designed to help organizations connect more, manage more, and ultimately expect more, Momentive's solutions are built with reliability at the core and strategically focus on fundraising, learning, events, careers, volunteering, accounting, and association management. Momentive partners with organizations that believe "good enough" is never enough – so they can bring on better outcomes for everyone they serve. Learn more at momentivesoftware.com.
At Momentive Software, we’re a team of passionate problem-solvers, innovators, and volunteers who believe in using technology to make a real difference. We dream big, support each other, and take pride in creating solutions that help our customers drive meaningful change. If you’re looking for a place where your work matters and your ideas are valued, you’ll find it here.
Medical, Dental & Optical Benefits including Dependents
Flexible Planned Paid Time Off and Sick Leave
Inclusive and Welcoming Environment
Purpose-Driven Culture
Work-Life Balance
Passionate About Community Involvement
Company-Paid Life Insurance Coverage
Hybrid Work Arrangement
Hazard Pay
Momentive Software actively embraces diversity and equal opportunity in a meaningful way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be, which is why we do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
All persons hired will be required to verify identity, minimum age of 18, eligibility to work in the Philippines (without sponsorship), and to complete the required employment eligibility verification form upon hire.
Top Skills
What We Do
Momentive Software (formerly Community Brands) amplifies the impact of over 30,000 purpose-driven organizations globally. Mission–driven organizations and associations rely on the company’s cloud-based software and services to solve their most critical challenges: engage the people they serve, simplify operations, and grow revenue. Built with reliability at the core and strategically focused on events, careers, fundraising, financials, and operations, our solutions suite is bound by a common purpose to serve the organizations that make our communities a better place to live.
