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Job Category
Operations
Job Details
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- Role Description
An exciting opportunity to be a part of Salesforce Finance and the Revenue Operations Team. As a Global SOPS Contract Specialist, you are required to provide the highest level of internal support and guidance for Account Executives within our Global SMB businesses. This guidance includes but is not limited to deal structure questions, quote support, contract support, ACV calculations, account/customer org support, and ensuring quotes comply to revenue & company policy. This role requires an individual who can work in a team environment, be self-motivated, extremely detail-oriented with demonstrated problem solving and decision-making skills.
Your Impact- Provide superior internal support and guidance for Account Executives including but not limit to deal structure questions, order processing, ensuring orders are in compliance to revenue & company policy, and all other pre-quote conversion support.
- Work with Sales, Rev Recognition and Legal on contract issues and provide suggestions and assistance for contract negotiation in order to ensure proper revenue recognition.
- Create and modify quotes as required.
- Ensure compliance with all company policies and responsible for SOX compliance.
- Train Sales and in particular less experienced AE's and facilitate cross-training among the team.
- Contributes ideas and innovations to improve upon existing systems, work processes and procedures.
- Create and update internal departmental Policies.
- Participate in projects involving technical and financial concepts providing recommendations.
- Review submitted contract and order forms for completeness, accuracy, and conformance to Salesforce.com Sales Order Acceptance policy.
- Work with Sales and Collections to assist resolution to customer billing investigations and disputes.
- Share best practices with team members to enhance the quality and efficiency of support and contribute to the knowledge base.
- Establish strong relationships with Sales, Renewals, Customer Support Managers, Collections, Adjustments, Compensation, Rev Rec., Legal, and other internal resources as appropriate.
Required Skills/Experience- 2+ years sales operations or order management experience and williningness to work in PST time zone (Night Shift)
- Must have strong research and problem-solving abilities.
- Excellent interpersonal skills; ability to articulate verbally and written, willingness to appropriately debate difficult issues; ability to think quickly.
- Ability to excel in a fast growing/fast paced environment delivering accuracy while managing to deadlines where adaptability is imperative.
- Ability to understand broader business and financial issues, juggle multiple projects and tasks, and to work with deadlines and in a fast paced environment.
- Extreme attention to detail.
- Ability to clearly articulate case resolutions and actions required by Account Executives
- Thrives in a team environment.
- Salesforce experience a plus.
- Ability to work independently
- Degree or equivalent relevant experience required. Experience will be evaluated based on the core competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)
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