Operational Specialist

3 weeks ago


Knoxville, United States Access Data Consulting Full time

We are currently seeking three Salesforce Operations Assistants to join our team Ideal candidates will be located in or willing to relocate to Knoxville, TN; Kennesaw, GA; or Dayton, OH, as these are preferred locations for potential future in-office work.

Job Role Summary:

The Operations Specialist will engage primarily with our newly implemented corporate Salesforce system to oversee manual processes and data entry pertaining to transactions, pricing, and agreements for a SaaS business. The core responsibilities include:

  • Preparing initial quotes for clients nearing annual renewal, ensuring accuracy in product listings and pricing.
  • Handling renewals, creating and finalizing contracts, and managing both straightforward and complex transaction processes using Salesforce.
  • Collaborating cross-functionally to uphold best practices and achieve daily operational goals.
  • Creating and merging quotes, confirming order details, and checking payment terms with meticulous attention to detail and promptness.

Requirements:

  • Minimum 1 year of experience with Salesforce CRM and Salesforce CPQ (Configure, Price, Quote).
  • Ability to perform analytical tasks, such as researching contract terms and calculating discounts to meet target pricing.
  • Proven mathematical acumen and a strong analytical mindset.
  • Exceptional attention to detail, organizational skills, and time management capabilities.
  • Excellent written and verbal communication skills.
  • Strong work ethic, reliability, and the ability to work independently or as part of a team.
  • Professional demeanor and a proactive approach to problem-solving.


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