Sales Operations Analyst

This is a fully remote position, open to applicants in Texas.

📋 Description

• Process and validate subscription orders, services, and training products utilizing Salesforce, DealHub, and Ironclad.

• Address and resolve order-processing challenges with both Sales and customers.

• Coordinate the approval of opportunities and deals to ensure accurate pricing, discounting, and product configuration.

• Assist with high-value and strategic opportunities while maintaining precise deal stages and forecasts.

• Facilitate quarter-end activities and deal reviews, identify obstacles, and advance opportunities through approval and booking processes.

• Ensure that opportunities are documented accurately and promptly in Salesforce.

• Manage Deal Desk documentation, including contractual templates, approval workflows, and processes.

• Handle contract signatures and keep records of executed customer agreements.

• Collaborate with Direct Sales, Partner, Finance, and Legal teams on both direct and channel transactions.

• Aid in invoicing reconciliation alongside the Finance team.

• Develop and maintain Salesforce reports and dashboards to enhance visibility of pipeline, forecasting, and operations.

• Assist with annual audits and provide necessary supporting documentation.

• Lead and support initiatives for process improvement and automation within Deal Desk and Sales Operations.

• Offer training and enablement to the Sales team on new processes and procedures.

⛳️ Requirements

• 3–5 years of experience in sales operations, deal desk, or order processing.

• Strong analytical abilities coupled with effective decision-making skills.

• Proficiency in Excel, Word, and Gsuite.

• 3–5 years of experience with Salesforce CPQ, DocuSign, Ironclad, or similar tools.

• Excellent oral and written communication skills along with strong presentation abilities.

• Capability to organize, prioritize, and maintain attention to detail while working under tight deadlines.

• Ability to support peak timelines typical for traditional software companies at the end of quarters.

🏝️ Benefits

• Opportunities for professional development and training.

• Participation in conferences and working groups.

• Company-sponsored outings, happy hours, hackathons, and tech talks.

• Competitive compensation package complemented by a robust benefits plan.

• Option for remote work.