Sales Operations Coordinator (Temp)

Remote - USTemporary

Salary not disclosed

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Job Details

Have familiarity with Salesforce Revenue Cloud and/or Salesforce CPQ.
Have experience with Gong.
Demonstrate the ability to partner with Contracts, Legal, Finance, or comparable teams to resolve process questions and align stakeholders.
Have a demonstrated track record of authoring standard operating procedures and streamlining workflows.
Bring strong data-analysis aptitude, such as experience using Excel or Power BI.
Maintain high attention to detail; the posting specifies a quote-accuracy target of at least 98%.
Communicate clearly in writing and verbally, including drafting playbook updates and coordinating cross-department handoffs.
Be able to manage multiple concurrent quote requests, prioritize by deal size or close date, and ask clarifying questions.
Be comfortable with ARR concepts, contract terms, and basic billing configurations.
Have experience with Lean Six Sigma or similar methodologies, Power BI or Excel pivot tables, ERP systems such as NetSuite, SAP, or Oracle, or K-12 or higher-ed SaaS subscription dynamics as preferred qualifications.

Configure Salesforce CPQ quotes from Sales inputs, including products, quantities, and term lengths, and verify subscription ARR calculations.
Apply standard discount rules and flag nonstandard discount requests for approval.
Generate and distribute final quote documents to Sales reps within the stated service-level timeline.
Coordinate with Contracts, Legal, and Finance to confirm quote terms, handle exceptions, and validate billing and revenue details.
Review quotes for completeness, product configuration, term selections, and discount accuracy.
Document manual adjustments and exceptions in Salesforce.
Write CPQ operating procedures and maintain version control of quote templates and configuration guides.
Identify process gaps and help implement enhancements to reduce quote errors and turnaround time.
Answer Sales reps' CPQ questions, provide quote status updates, and escalate critical issues to Sales Operations leadership.

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