Sales Operations Contract Specialist
SalesforceAbout the role
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Job Category
OperationsJob Details
About Salesforce
Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.
Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.
About Salesforce:
Salesforce, the Customer Success Platform and world's #1 CRM, empowers companies to connect with their customers in a whole new way. The company was founded on three disruptive ideas: a new technology model in cloud computing, a pay-as-you-go business model, and a new integrated corporate philanthropy model. These founding principles have taken our company to great heights, including being named one of Forbes's "World's Most Innovative Company" five years in a row and one of Fortune's "100 Best Companies to Work For" eight years in a row. We are the fastest growing of the top 10 enterprise software companies, and this level of growth equals incredible opportunities to grow a career at Salesforce. Together, with our whole Ohana (our chosen or extended family) made up of our employees, customers, partners and communities, we are working to improve the state of the world.
Role Description:
Exciting Opportunity: Join the Salesforce Finance and Revenue Operations Team as a Global Support Contract Specialist. In this role, you will provide expert guidance to Account Executives in the Small Medium & Commercial business units worldwide on Quote-to-Cash processes. Primary responsibilities include addressing deal structure inquiries, offering quote and contract support, conducting complex deal calculations, assisting with service delivery, and ensuring compliance with revenue and company policies. The ideal candidate will possess a deep understanding of Salesforce quote-to-cash systems, cross cloud Salesforce product knowledge, and software sales business practices for SMB. This role requires the ability to work independently with minimal supervision in a fast paced environment, make quick informed decisions, collaborate with other global team specialists and business partners to resolve complex issues efficiently and accurately, and effectively communicate with stakeholders from diverse backgrounds on a global scale. This role is customer zero for new Salesforce products, AI, and transformation; change management and ability to manage through multiple NPIs is a must. If you are detail-oriented, solution-focused, and thrive in a fast-paced environment, we want to hear from you.
Responsibilities Include:
Help drive revenue growth by enhancing the selling experience through quick, efficient, and customer focused Quote-to-Cash Support
Partner with and guide Account Executives in executing transactional to complex cross cloud deals effectively and efficiently
Business Partnering: Work with and build relationships with Sales, Revenue Recognition, Deal Desk Support, and Legal to drive deal execution. Provide suggestions/assistance for contract negotiations or customer satisfaction issues
Create, modify, and execute quotes as required to ensure accuracy, completeness and compliance
Ensure compliance with all company policies and responsible for SOX compliance
Enable Sales and facilitate cross-training among team by communicating via internal messaging, phone, or email as training opportunities are identified
Become a technical SME, adopt, and drive transformation to a new Salesforce internal Org
Help drive operational excellence through process improvement, technology, Agents, and innovation
Create, update, and improve internal departmental policies as required
Stay informed on, learn, and provide support for new NPIs and acquisitions to meet the growing demands of our customers
Provide subject matter expertise on projects within Sales Operations and Revenue Operations as needed
Challenge and revise existing policies and procedures related to quote, order, invoice, credit, commissions, and revenue processing to identify areas for improvement and innovation. Develop innovative solutions and workarounds to streamline processes a
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