Sales Operations Specialist

Role Overview

• Manage and oversee the entire process of delivering license files to customers.
• Ensure accurate and timely distribution of purchase orders to relevant departments.
• Efficiently handle the intake of incoming cases, including logging, prioritizing, and assigning them to the appropriate teams or individuals.
• Keep internal and external stakeholders informed about the status of license file deliveries, PO distributions, and case intakes.
• Act as a central point of contact for inquiries related to these processes, providing timely updates and resolution of issues.
• Collaborate closely with the sales team to support their activities within Salesforce.
• Assist in tasks such as quoting, deal closing, and maintaining accurate customer records.
• Provide guidance and training to sales team members on Salesforce-related tasks and processes.
• Review and approve quotes for accuracy, pricing compliance, and alignment with company policies.
• Assist sales team in building complex quotes, including multi-product configurations, discount approvals, and non-standard terms.
• Collaborate with sales, finance, and legal teams to structure deals and resolve pricing or contractual issues.
• Ensure quote accuracy in Salesforce, including proper product selection, term lengths, and billing arrangements.
• Create and maintain detailed documentation of procedures related to license file delivery, PO distribution, and case intake.
• Identify opportunities for process improvements and efficiency gains in these areas.
• Implement and communicate improvements to enhance the overall workflow.

Requirements

• Bachelor's degree in Business, Finance, or a related field or equivalent experience
• Experience reviewing or building quotes, processing orders, or supporting sales teams
• Familiarity with CRM systems (Salesforce preferred) and CPQ (Configure, Price, Quote) tools
• Basic understanding of sales processes, quoting workflows, and contract terms
• Strong attention to detail and ability to work with data in spreadsheets (e.g., Excel, Google Sheets)
• Excellent written and verbal communication skills, with the ability to clearly explain quotes, pricing, and processes to sales teams and stakeholders
• High ethical standards and the ability to handle sensitive pricing and customer information confidentially
• Strong problem-solving abilities and eagerness to learn complex deal structures and pricing models
• Ability to manage multiple priorities and work effectively in a fast-paced environment

Preferred Qualifications

• 1-2 years of experience in sales operations, customer success, business operations, or related analytical roles
• Strong interpersonal skills and collaborative attitude with ability to work cross-functionally
• Demonstrated ability to learn technical systems quickly and adapt to changing business needs
• Experience with process documentation or workflow improvement initiatives

Benefits

• Flexible work environment
• Vacation Bonus
• Flexible paid time off
• Paid parental leave
• Competitive pay
• A full suite of traditional benefits
• Training/Advancement opportunities
• 401k with company match and immediate vesting
• Financial wellness education
• Company-contributed HSA
• Onsite perks include gym, pickleball, snacks & drinks, arcade, theater room, etc.