Data Specialist – Revenue Operations
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Job Description
Data Specialist in Revenue Operations collaborating with sales for accurate data management. Streamlining processes and enhancing sales effectiveness with data-driven insights.
Responsibilities:
- Manage the closed-won process for all net new accounts, ensuring each deal meets defined criteria before processing.
- Respond to helpdesk ticket requests in a timely and accurate manner, including amendment requests, order and contract creation, and Salesforce troubleshooting.
- Validate and approve quotes within authorized discount thresholds, ensuring compliance with pricing and approval policies.
- Collaborate with Mid-Market Sales to transition large enterprise deals into onboarding efficiently and accurately.
- Identify opportunities to streamline workflows, enhance automation, and reduce friction in deal operations.
- Maintain accuracy and consistency of data across Salesforce and related systems, proactively identifying and resolving discrepancies.
- Collaborate with internal teams to support key initiatives in sales operations, payments, upsells, and revenue management.
Requirements:
- At least one year of Salesforce experience
- At least one year of experience in Revenue Operations, Sales Analysis, Deal Desk, or related role, preferably within a fast-paced sales environment
- Strong proficiency in Excel, data analysis, and CRM systems
- Familiarity with sales productivity tools and process automation is a plus
Benefits:
- Equal opportunity employer
- Inclusive workplace
- AI tools for smooth candidate experience
- No need for bank information or software purchases during hiring process
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