San FranciscoFull TimeOperations
Remotely
salesforcesalesforce cpqmicrosoft excelclmironcladconga
Job Description
📋 Description
- Create Quotes and Order Forms for sales deals
- Review Quote approval requests and approve qualified Quotes
- Process bookings review of customer orders. Assist in the complete order cycle, ensure quality and
- Support of internal and external customers in regard to order booking and order tracking
- Address escalation for exception handling regarding booking requests
- Accurately enter deal information into Salesforce; post-close data review
🎯 Requirements
- Experience with Quote to Cash in Salesforce CPQ Tool
- Experience with Ironclad or another CLM (Conga, etc.)
- Back-office operations and knowledge of order processing
- Cross-functional collaboration with Finance and Legal for deal making
- Ability to learn internal business tech quickly
- Flexibility to work additional nights/weekends for month/quarter-end
🎁 Benefits
- Full medical coverage
- Flexible PTO
- Wellness reimbursement
- Monthly lunch stipend
- Team-building events and donation-matching program