Operations Specialist Jobs

: Operations Specialist

Location: Remote

Duration: 6 months

Overview:

Join our team as an Operations Specialist, where you'll play a crucial role in managing manual processes and data entry related to deals, quotes, and contracts for our SaaS (Software as a Service) business. As a member of the Renewals function, you will support customers approaching their annual renewal by preparing accurate initial quotes. Your primary system for this role will be Salesforce, where you'll prepare opportunities, quotes, and contracts to facilitate smooth deal completion and customer satisfaction.

Responsibilities:

• Escalate issues promptly and professionally to maintain SLA and target achievement.
• Ensure compliance with company policies and manage open Renewals sales orders in Salesforce CRM.
• Provide accurate price quotes and contribute to proposal development.
• Respond to escalations in a timely and professional manner.
• Collaborate with various teams to ensure seamless task completion and daily operations.
• This position can be performed remotely and does not require a physical presence in any specific location.
• Review and validate contract request intake forms, ensuring accuracy in customer and existing contract information.
• Configure complex quotes for products and services, including pricing, discounting, and quote document generation.
• Create and merge quotes, validate order information, and verify payment terms with meticulous attention to detail and urgency.
• Process both simple and complex deals efficiently.
• Handle requests from the Renewals team and prepare renewal contracts.

Skills and Qualifications:

• Positive attitude, self-motivation, team collaboration, and adaptability.
• Strong analytical skills to research existing contracts and determine correct existing costs.
• Exceptional attention to detail, accuracy, productivity, and time management.
• Demonstrates a professional demeanor.
• Excellent work ethic with a reliable and proactive approach to tasks.
• At least 1 year of experience with Salesforce CRM.
• Ability to perform mathematical calculations to determine discount percentages to reach target prices.
• Quick to respond to instructions and take action.
• Proficiency in Salesforce quoting (CPQ).
• Effective written and verbal communication skills.

Education:

• Experience with Salesforce quoting (CPQ).
• At least 1 year of experience with Salesforce CRM.

Join us as we continue to drive success in the SaaS industry through our collaborative and forward-thinking team. As an Operations Specialist, you'll have the opportunity to contribute to our dynamic environment while working remotely. Apply now and be part of our exciting journey!