Salesforce Sales Operations Contract Specialist 

Canada, Ontario, Old Toronto 

250442002

Job Category

Job Details

Responsibilities Include:

• Provide Quote-to-Cash support and guidance to Account Executives (AEs) and Renewal Managers to help execute Sales/Renewal transactions.
• Establish strong relationships with Sales, Renewals, Customer Support Managers, Collections, Adjustments, Compensation, Rev Rec., Legal, and other internal resources as appropriate.
• Answer and advise on process & policy questions and effectively communicate requirements to AEs.
• Assist Sales Team in quoting, or creating contracts/orders when required
• Partner with internal Pricing, Revenue Recognition, Collections, and Legal teams on deal execution as well as advise on negotiations and any customer satisfaction issues.
• Assist AEs in addressing customer satisfaction inquires related to contracts/invoices and product issues, through account research and feedback.
• Work with Sales and Collections to assist with deconstruction and resolution of complex billing issues.
• Assist with onboarding of new team members
• Apply knowledge, skills and judgment to make difficult decisions and resolve issues.
• Possess strong level of Salesforce application expertise.
• Actively participate in new process development and process improvement projects, as well as other ad hoc projects.
• Work independently on assignments and escalations that are diverse in scope, requiring seasoned judgment in resolving issues, making recommendations, and providing guidance.
• Challenge legacy policies and procedures that complicate quote, order, invoice, credit, commissions, and revenue processing, and formulate creative solutions or work-around based on that analysis.
• Share best practices with and provide cross training for peers, team members and outside business units to enhance the quality and efficiency of support and contribute to the knowledge base.
• Perform calculations as required, related to contract replacement comparisons, credits, and restructures.
• Ensure all approval requests have been properly documented in accordance to Sales Operations processes, escalated to the appropriate approval level, and resolved within SLA.

Required Skills/Experience:

• Bachelors degree or equivalent combination of education and experience
• 2+ years customer order management, sales operations, or sales/customer support experience
• Contract structuring and Commission Calculation experience

Desired Skills/Experience:

• Excellent interpersonal skills; ability to articulate verbally and written, willingness to appropriately debate difficult issues; ability to think quickly
• Demonstrated participation in process improvement initiatives and/or project management experience
• Ability to excel in a fast growing/fast paced environment delivering accuracy while managing to deadlines where adaptability is imperative
• Ability to understand broader business and financial issues, juggle multiple projects and tasks, and to work with deadlines and in a fast paced environment
• Extreme attention to detail
• Ability to clearly articulate case resolutions and actions required by Account Executives
• Able to use Microsoft suite of tools effectively
• Salesforce CRM experience a plus
• Demonstrated initiative
• Ability to analyze problems quickly and seek out solutions to achieve optimum outcomes in case resolution
• Ability to work independently

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