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Operations Specialist (Salesforce) Job in Dayton, Ohio US

Operations Specialist (Salesforce)

Bucher & Christian Consulting, Inc. - Dayton, OH

Posted: 4/27/2024 - Expires: 5/27/2024

Job ID: 272838174

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Job Description

Operations Specialist (Salesforce)

BCforward is currently seeking a highly motivated Operations Specialist (Salesforce) for a remote position.

Position Title: Operations Specialist (Salesforce)

Location: Remote

Anticipated Start Date: [5/10/2024]

Please note this is the target date and is subject to change. BCforward will send official notice ahead of a confirmed start date.

Expected Duration: 6 MONTHS

Job Type: Contract

Pay Range: $18-$22/hr.

Please note that actual compensation may vary within this range due to factors such as location, experience, and job responsibilities, and does not encompass additional non-standard compensation (e.g., benefits, paid time off, per diem, etc.).

[JOB DESCRIPTION]

We are looking for a contract Operations Specialist who will work within the new corporate Salesforce instance to manage the manual processes and data entry related to deals, quotes, and contracts for a SaaS (Software as a Service) business. The Deal Operations Specialist will primarily support the Renewals function by preparing initial quotes for customers approaching their annual renewal, ensuring the product line items in the quote are accurate, as well as the price per product in the quote. The Analyst will work within Salesforce as their primary system to prepare opportunities, quotes, and contracts so that those deals can be completed and processed with the customers.

The Specialist will take requests from the Renewals team and will prepare renewal contracts and be responsible for processing simple to complex deals. You will follow best practices and work cross-functionally with multiple teams to complete the above tasks and other daily job functions.

* You will be required to create and merge quotes, validate order information and verify payment terms with high attention to detail and sense of urgency.

* Provide accurate price quotes and assist with proposals

* You will be responsible for complex quote configuration of products and services, pricing, discounting, and quote document generation

* You will ensure compliance to all company and business policies, administer all open Renewals sales orders, and ensure appropriate order flow.

* Review and validate contract request intake form from Sales including validating customer information and existing contract information in Salesforce CRM

* Escalate in a timely and professional manner any issues that prevent the completion of tasks and achievement of SLA and targets

* Respond and action in a timely professional manner on any escalations received

* Work can be done remotely (preferred locations Knoxville, TN / Kennesaw, GA / Dayton, OH (these are locations of office, if we converted anyone to a FTE we'd want them to work onsite at one of these locations. Candidates in Eastern Time zones would be preferred

What Experience Should You Have?

* At least 1 year experience with Salesforce CRM

* Experience with Salesforce quoting (CPQ)

* Analytical strength to research existing contracts and determine correct existing costs

* Strong in mathematical calculations to determine discount percentages needed to reach target price

* Strong work ethic

* Reliable, self-starter

* Able to take instruction and respond quickly

* Strong written and verbal communication skills

* Excellent attention to detail and accuracy, productivity, and time management.

* Positive attitude, self and team motivation, and flexibility

* Ability to conduct oneself in a professional mannerApply here: https://www.aplitrak.com/?adid=YmJnZW5lcmljLjE4Nzc4LjEwNTA4QGJjZm9yd2FyZGNvbXAuYXBsaXRyYWsuY29t

Contact Information

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Job Summary

Employment Type:
Full Time Employee
Job type:
Regular Employment
Skill Based Partner:
No
Education Level:
No school grade completed
Work Days:
Mon, Tue, Wed, Thu, Fri
Job Reference Code
N/A
Salary
N/A
Licenses / Certifications:
N/A
Display Recommended WorkKeys®Recommended WorkKeys®:
Applied Math: 4
Graphic Literacy: 5

Workplace Documentation: 5