Sales Excellence Associate Analyst
LineageAbout the role
The Coordinator/Analyst will work cross-functionally with Sales, Legal, Finance, IT, Operations, and other commercial support teams to help move opportunities from proposal through contract execution. The role will also identify process gaps, analyze performance and compliance trends, maintain commercial documentation, and support improvements to the tools and processes used by the Sales organization.
The ideal candidate is highly organized, analytical, customer-focused, and comfortable managing detailed work across multiple stakeholders. This position is well suited for an individual who can balance transactional support with continuous improvement and who is interested in developing broader expertise in sales operations, commercial systems, and process excellence.
Key Responsibilities
Contracting and Commercial Support
Coordinate the preparation, revision, review, routing, and execution of customer contracts, amendments, pricing agreements, and other commercial documents.
Review contract documentation for completeness, accuracy, approved pricing, authorized terms, and alignment with company policies.
Partner with Sales, Legal, Finance, and Operations to resolve contract issues and support timely execution.
Track contracts throughout the review and approval process, proactively identifying delays, missing information, or required actions.
Maintain accurate contract records, supporting documentation, approvals, and executed agreements within designated systems of record.
Support contract renewals, amendments, customer changes, and annual pricing actions.
Help ensure contracting policies, approval requirements, and documentation standards are consistently followed.
Serve as a primary point of coordination for routine contracting questions and requests from the Sales organization.
Escalate nonstandard terms, pricing exceptions, margin concerns, or compliance risks to the appropriate stakeholders.
Salesforce CPQ and Deal Support
Support the configuration, pricing, and quoting process within Salesforce CPQ.
Review quotes to confirm that products, services, service codes, pricing, contract terms, and approval requirements are accurate.
Assist Sales with quote creation, revisions, approval routing, and troubleshooting.
Partner with Finance and Sales leadership to help ensure deals meet established pricing, profitability, and margin requirements.
Identify recurring CPQ issues, user pain points, system defects, and process gaps.
Document business requirements and coordinate with IT and system administrators on CPQ enhancements.
Participate in user acceptance testing, system releases, and rollout activities for new CPQ capabilities.
Develop and maintain CPQ job aids, process documentation, training materials, and frequently asked questions.
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