Sales Operations Specialist

Job title: Sales Operations Specialist

Responsibilities

• Review sales contracts in accordance with legal, product, revenue, and sales policies
• Ensure accurate entry into Salesforce, including product information, order discounts, terms, etc.
• Analyze sales contracts to determine incentives earned for sales commissions and bonuses
• Audit CaptivateIQ commission calculations as requested by Sales team
• Work with the Customer Success team to manage renewal addendums for region, including drafting addendum, calculating current term, pricing, CPI/ISTAT, as needed
• Set up and maintain customer information and run monthly license, opportunity, forecasting reports in Salesforce
• Prepare account reconciliations for Centric Software’s customers as needed
• Prepare Salesforce dashboards and reports as needed
• Collaborate with various teams such as Sales, Finance, Legal and License/Hosting teams on contract revisions, product delivery, project budgets
• Collaborate with customers and the finance team to resolve billing inconsistencies or errors
• Provide training to Sales team on Salesforce and CPQ processes
• As part of Sales Operations team, act as CPQ admin to review and advise Sales team on quoting
• Act as backup Salesforce admin to support European users
• Ensure pipeline is updated to prepare License/Hosting team of potential orders, particularly at quarter end
• Develop and define project roadmaps to optimize sales processes
• Proactively reach out to various business units within the Company to ensure proper understanding of Centric Software’s deliverables and obligations to properly account for contract and revenue terms

Requirements

• Ability and desire to learn new skills with an enthusiasm for acquiring systems knowledge
• Good problem-solving skills and detail oriented
• Excellent knowledge of MS office
• In-depth knowledge of industry best practices
• Ability to identify areas for improvement in existing processes, a strong plus
• Excellent written and interpersonal communication skills and ability to communicate assertively
• Demonstrated ability to take ownership for projects and drive to completion
• Comfortable working in a fast-changing, fast-paced environment
• Excellent teamwork, including the ability to interact with all organizational groups and levels
• Salesforce admin experience, CPQ admin experience a plus
• College degree a plus
• Centric Software provides equal employment opportunities to all qualified applicants without regard to race, sex, sexual orientation, gender identity, national origin, color, age, religion, protected veteran or disability status or genetic information.