Position Details

Type Not Specified

Experience entry

Exp. Years Not specified

Education Not specified

Category Operations & Logistics

About this role

Specialist in Revenue Operations supporting the order-to-cash workflow and Commercial team. Manages quote pricing and contract drafting in Salesforce CPQ, supports billing and sales projects, and performs root cause analysis to improve OTC system data quality and client experience.

Key Responsibilities

Price new sale and renewal quotes in Salesforce CPQ
Draft contracts for new sale and renewals in Salesforce
Support data governance and clean-up activities in Salesforce
Assist billing and sales related projects
Perform root cause analysis in the OTC system to improve data quality

Technical Overview

Primary systems include Salesforce CPQ and the OTC system, plus Salesforce billing workflows. The role involves data governance and clean-up activities within Salesforce, and investigation of issues via root cause analysis to improve data quality.

Ideal Candidate

The ideal candidate is an entry-level Revenue Operations professional familiar with Salesforce workflows, including Salesforce CPQ and billing support. They can price new sale and renewal quotes, draft contracts, support data governance clean-ups, and perform root cause analysis in the OTC system to improve data quality and the client buying experience.

Must-Have Skills

Strong comprehensionverbal and written communication skillsAttention to detailself-motivationpositive mindsetexcellent work ethic

Nice-to-Have Skills

Knowledge of MS office (WordExceland PowerPoint) is a plusFamiliarity with Salesforce is a plus

Tools & Platforms

SalesforceSalesforce CPQSalesforce billing systemMS officeWordExcelPowerPoint

Required Skills

Salesforce CPQpricing new sale and renewal quotesdraft contractsdata governance projectsroot cause analysisOTC systemdata qualityorder-to-cash workflowbilling and sales projectsMS office (WordExcelPowerPoint)Salesforce billing system

Hard Skills

Salesforce CPQSalesforcepricing new sale and renewal quotesDraft contractsdata governance projectsdata clean-up activitiesbilling and sales related projectsresolving general inquiries related to new sales and renewalsroot cause analysisOTC systemdata qualityorder-to-cash workflowSalesforce billing systemorder managementlegalfulfillmentCash apps and collectionsclient query resolutionMS officeWordExcelPowerPoint

Soft Skills

Strong comprehensionverbal and written communication skillsAttention to detailself-motivationpositive mindsetexcellent work ethicCollaboration

Industry & Role

Industry Fintech

Job Function Support revenue operations execution across order-to-cash using Salesforce CPQ and OTC system quality improvement

Role Subtype Operations Analyst

Tech Domains Salesforce

Keywords for Your Resume

SpecialistRevenue OperationsOrder-to-CashOTC systemSalesforceSalesforce CPQSalesforce billing systempricing new sale and renewal quotesdraft contractsdata governance projectsclean-up activitiesbilling projectsroot cause analysisdata qualityclient buying experienceorder managementlegalfulfillmentCash apps and collectionsresolving client queriesMS officeWordExcelPowerPointdata governance

Deal Breakers

Must have strong comprehension, verbal and written communication skills, Must have attention to detail and excellent work ethic

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