Sales Operations and Quoting Specialist

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Job Category
Finance and Operations

Job Details

As an Enterprise Sales Operations Specialist, you are required to provide superior internal knowledge and guidance for a region of Account Executives including but not limited to deal structure questions, order processing, compensation calculations, and ensuring orders are in compliance to revenue & company policy. This role requires an individual who is able to work in a team environment, be self-motivated, extremely detail-oriented with demonstrated problem solving and decision making skills.

Responsibilities:

  • Provide superior internal assistance and guidance for a region of Sales Reps including but not limit to deal structure questions, order processing and ensuring orders are in compliance to revenue & company policy.
  • Work with Sales, Revenue Recognition and Legal on contract issues and provide suggestions and assistance for contract negotiation in order to ensure proper revenue recognition.
  • Ensure compliance with all company policies as well as SOX (Sarbanes Oxley) compliance.
  • Train Sales and in particular less experienced Account Executives and facilitate cross-training among the team.
  • Contributes ideas and innovations to improve upon existing systems, work processes and procedures.
  • Create and update internal departmental Policies.
  • Participate in projects involving technical and financial concepts providing recommendations.
  • Review submitted contract and order forms for completeness, accuracy, and conformance to Salesforce.com Sales Order Acceptance policy.
  • Process contracts and orders and ensure all documentation is in compliance with revenue and company policy.
  • Create and Modify quotes as required.
  • Works with Sales and Collections to assist resolution to customer billing investigations and disputes.
  • Challenging legacy policies and procedures that complicate quote, order, invoice, credit, commissions, and revenue processing, understanding the flexibility for change, and formulating creative solutions or workarounds based on that analysis.
  • Audit monthly on large transactions to ensure Revenue Recognition compliant.
  • Share best practices with team members to enhance the quality and efficiency of business process and contribute to the knowledge base.
  • Establish strong relationships with Sales, Renewals, Customer Support Managers, Collections, Adjustments, Compensation, Rev Rec., Legal, and other internal resources as appropriate.



Required Skills/Experience:

  • Bachelors degree or equivalent combination of education and experience.
  • 3+ years customer order management, or sales support experience in the IT industry.
  • Contract structuring and Commission Calculation experience.



Desired Skills/Experience:

  • Demonstrated participation in process improvement initiatives and/or project management experience.
  • Excellent interpersonal skills; ability to articulate verbally and written, willingness to appropriately debate difficult issues; ability to think quickly.
  • 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.
  • Thrives in a team environment.
  • Able to use Microsoft suite of tools effectively.
  • Salesforce experience a plus.
  • Demonstrated initiative.
  • Ability to work independently.



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Posting Statement

At Salesforce we believe that the business of business is to improve the state of our world. Each of us has a responsibility to drive Equality in our communities and workplaces. We are committed to creating a workforce that reflects society through inclusive programs and initiatives such as equal pay, employee resource groups, inclusive benefits, and more. Learn more about Equality at Salesforce and explore our benefits.

Salesforce.com and Salesforce.org are Equal Employment Opportunity and Affirmative Action Employers. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. Salesforce.com and Salesforce.org do not accept unsolicited headhunter and agency resumes. Salesforce.com and Salesforce.org will not pay any third-party agency or company that does not have a signed agreement with Salesforce.com or Salesforce.org.

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More Information on Salesforce
Salesforce operates in the Cloud industry. The company is located in San Francisco, CA, Atlanta, GA, Chicago, IL, Burlington, MA and Dallas, TX. It has 59679 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Disability insurance, Dental insurance, Vision insurance, Health insurance and Life insurance. To see all jobs at Salesforce, click here.
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