What you'll do:
- Structure complex Quotes within Salesforce CPQ for customers, primarily within our enterprise segment
- Ensure opportunities are accurately entered and properly booked within CPQ and are built to align with our billing and accounting systems
- Provide proactive support and guidance to the sales and customer success teams in order to help drive new deals as well as complex up-sell opportunities and renewals across multiple product lines
- Work with finance to ensure all deals have the appropriate booking information, billing details, and are accurate for order placement across all systems
- Interface with Finance and Legal as needed to coordinate cross-functional activities toward the end of the deal cycle
- Interface with Order Management to ensure accuracy of booked opportunities in advance to fully minimize delays in booking revenue
- Become the expert on our pricing, quoting and contracting models and best practices, and consult with field teams on specific contracts where appropriate
- Assist sales and customer success as needed during the customer/contracting lifecycle, from Lead-to-Quote, Contract-to-Order, Booking-to-Renewal/Cross-sell/Up-sell, etc
- Participate in the review of and response to RFP’s, RFI’s, RFQ’s as needed
- Help drive projects and initiatives focused on improving efficiency and simplifying processes throughout revenue operations and GTM teams
What you should have:
- 5+ years of experience in a deal desk, finance, contracts, sales operations, or revenue role within the SaaS software space using Salesforce CPQ
- Experience building complex deals as well as executing checks and balances on standard deal procedures
- Adept at business partnering and working with cross functional teams, building meaningful business relationships
- Understanding of revenue recognition principles
- Experience working within or collaborating with Order Management and Finance teams in a fast growing software enterprise
- Experience working within or collaborating with Sales and Customer Success or Revenue Operations in a software organization
- A thorough understanding of sales processes and strategies, and the ability to navigate and progress long, complex sales cycles
- Very strong competency in problem solving and project ownership
- Self-starter with a desire to continuously learn and grow
- Self-motivated in a remote environment with the ability to work independently while also functioning and contributing as part of a team
- Flexible, driven, collaborative, and trustworthy
Nice to haves:
- Strong financial modeling and analysis skills, as well as program and project management skills
- Experience working for a PLG SaaS organization, understanding business models, sales strategies, and best practices
- Strong knowledge of sales and business automation systems, CRM applications, and billing systems
United States
