Sales Operations Coordinator – Temp

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

📋 Description

• Set up Salesforce CPQ quotes based on Sales inputs and verify that line-item subscription ARR is accurately calculated.

• Implement standard discount policies and highlight non-standard discount requests for necessary approval.

• Create and distribute final quote documents within the established SLA, generally within 24 business hours.

• Collaborate with the Contracts team on SLAs, terms and conditions, and contract language.

• Work alongside Legal to address special contract language or exceptions.

• Partner with Finance to confirm billing frequencies, subscription tiers, and revenue specifics.

• Examine quotes for thoroughness, product configurations, term choices, and discount precision.

• Record manual modifications and exceptions in Salesforce.

• Develop operating procedures for CPQ processes.

• Manage version control for quote templates and CPQ configuration documents.

• Identify process deficiencies and implement improvements to minimize quote errors and turnaround times.

• Act as a primary CPQ resource for Sales representatives.

• Provide updates on quote progress and escalate critical issues to Sales Operations management.

⛳️ Requirements

• Knowledge of Salesforce Revenue Cloud and/or Salesforce CPQ.

• Experience using Gong.

• Established ability to collaborate with Contracts, Legal, Finance, or similar departments.

• Proven experience in writing standard operating procedures and optimizing workflows.

• Strong analytical skills using Excel or Power BI.

• Exceptional attention to detail, achieving ≥ 98% quote-accuracy rates.

• Clear and concise written and verbal communication skills.

• Capability to manage multiple simultaneous quote requests and prioritize based on deal size or closing date.

• Comfortable with ARR concepts, contract terms, and basic billing configurations (preferred).

• Experience with Lean Six Sigma or related methodologies (preferred).

• Familiarity with Power BI or Excel pivot tables for process KPI dashboards (preferred).

• Experience with NetSuite, SAP, Oracle, or similar ERP systems (preferred).

• Prior exposure to K-12 or higher education SaaS subscription dynamics (preferred).

🏝️ Benefits

• 4-month temporary, full-time position (40 hours/week), with the possibility of an assignment extension.

• Strong mentorship and leadership opportunities.

• Career advancement prospects.

• Exposure to diverse teams and industry experts.

• Opportunity to contribute to innovation and customer collaboration in school safety software.