Description

Operations Specialist who will work within the new corporate Salesforce instance to manage the manual processes and data entry related to deals, quotes, and contracts for a SaaS (Software as a Service) business. The Deal Operations Specialist will primarily support the Renewals function by preparing initial quotes for customers approaching their annual renewal, ensuring the product line items in the quote are accurate, as well as the price per product in the quote. The Analyst will work within Salesforce as their primary system to prepare opportunities, quotes, and contracts so that those deals can be completed and processed with the customers.

The Specialist will take requests from the Renewals team and prepare renewal contracts and be responsible for processing simple to complex deals. You will follow best practices and work cross-functionally with multiple teams to complete the above tasks and other daily job functions.

Requirements

· You will be required to create and merge quotes, validate order information and verify payment terms with high attention to detail and sense of urgency.

· Provide accurate price quotes and assist with proposals

· You will be responsible for complex quote configuration of products and services, pricing, discounting, and quote document generation

· You will ensure compliance to all company and business policies, administer all open Renewals sales orders, and ensure appropriate order flow.

· Review and validate contract request intake form from Sales including validating customer information and existing contract information in Salesforce CRM

· Escalate in a timely and professional manner any issues that prevent the completion of tasks and achievement of SLA and targets

· Respond and action in a timely professional manner on any escalations received

· Work can be done remotely and does not require to be physically located in any particular location

Skills

· At least 1 year experience with Salesforce CRM

· Experience with Salesforce quoting (CPQ)

· Analytical strength to research existing contracts and determine correct existing costs

· Strong in mathematical calculations to determine discount percentages needed to reach target price

· Strong work ethic

· Reliable, self-starter

· Able to take instruction and respond quickly

· Strong written and verbal communication skills

· Excellent attention to detail and accuracy, productivity, and time management.

· Positive attitude, self and team motivation, and flexibility

· Ability to conduct oneself in a professional manner

Education

· At least 1 year experience with Salesforce CRM

· Experience with Salesforce quoting (CPQ)

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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