Sales Operations Coordinator

We are seeking a detail-oriented Sales Operations Coordinator to join our team. This role focuses on building accurate quotes in Salesforce CPQ and collaborating cross-functionally with Contracts, Legal, and Finance to ensure smooth deal handoffs. We welcome candidates with strong analytics, documentation, and process-optimization experience who can quickly ramp in CPQ—extensive tenured CPQ background is not required.

This is a 4-month temporary, full-time position (40 hours/week). There is potential for an assignment extension, which will be discussed towards the end of the engagement.

Responsibilities

• Quote Creation & Delivery
  • Configure Salesforce CPQ quotes from Sales inputs (products, quantities, term lengths), ensuring line-item subscription ARR is correctly calculated.
• • Apply standard discount rules based on established rate cards; flag any nonstandard discount requests for approval.
• • Generate and distribute final quote documents (PDF/Word) to Sales reps within the agreed SLA (typically < 24 business hours).
• Cross-Functional Coordination
  • Liaise with Contracts to confirm that all standard SLAs, T&Cs, and contract language are reflected in each quote as needed.
  • Work with Legal on any special contract language or exceptions, documenting and routing those items promptly as required.
  • Partner with Finance to validate billing frequencies, subscription tiers, and revenue details before quote issuance on demand.
• Quote Validation & Process Compliance
  • Conduct detailed reviews of each quote for completeness—verifying product configurations, term selections, and discount accuracy.
  • Document any manual adjustments or exceptions (e.g., custom discount reasons) in Salesforce.
• Documentation & Process Improvement
  • Author clear, step-by-step operating procedures for CPQ processes, drawing on experience with SOPs and process optimization.
  • Maintain version control of quote templates and CPQ configuration guides, ensuring the latest standards are always in use.
  • Identify recurring pain points or process gaps; recommend and help implement small enhancements (e.g., field-level help text in CPQ) to reduce quote errors and accelerate turnaround.
• Sales Support & Communication
  • Serve as a primary CPQ resource for Sales reps—answering questions about bundling rules, term options, and standard discount guidelines.
  • Provide timely status updates on quote progress, including approvals pending with Contracts, Legal, or Finance.
  • Escalate critical issues (e.g., missing approvals, pricing mismatches) proactively to Sales Operations leadership.

Qualifications (Required)

• Familiarity with Salesforce Revenue Cloud and/or Salesforce CPQ
• Experience with Gong
• Proven ability to partner seamlessly with Contracts, Legal, Finance (or comparable teams) to resolve process questions and ensure all stakeholders are aligned.
• Demonstrated track record of authoring standard operating procedures and streamlining workflows—ideally reducing cycle times (e.g., as seen with material-creation optimizations).
• Strong data-analysis aptitude (e.g., using Excel, Power BI) and high attention to detail, ensuring ≥ 98% quote-accuracy rates.
• Clear, concise written and verbal communication—capable of drafting playbook updates, conveying status to Sales reps, and coordinating multi-department handoffs.
• Self-starter who can juggle multiple concurrent quote requests, prioritize by deal size or close date, and ask clarifying questions when needed.

Qualifications (Preferred)

• Comfortable with ARR concepts, contract terms (annual vs. multi-year), and basic billing configurations—able to translate Sales requirements into CPQ-compatible specs.
• Experience leveraging Lean Six Sigma or similar methodologies to reduce process cycle times (e.g., 80% cycle time reduction on legacy systems).
• Familiarity with building dashboards (Power BI or Excel pivot tables) to track process KPIs—such as quote turnaround or error rates.
• Experience working in NetSuite, SAP, Oracle, or similar ERP environments—understanding data accuracy and integrity across cross-functional systems.
• Prior exposure to K-12 or higher-ed SaaS subscription dynamics, including funding cycles and seasonality.