Sales Operations Coordinator – Temp
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Job Description
Sales Operations Coordinator building accurate Salesforce CPQ quotes for Raptor Technologies, a school safety SaaS provider. Coordinating quote approvals across Sales, Contracts, Legal, and Finance.
Responsibilities:
- Configure Salesforce CPQ quotes from Sales inputs and ensure line-item subscription ARR is correctly calculated
- Apply standard discount rules and flag nonstandard discount requests for approval
- Generate and distribute final quote documents within the agreed SLA, typically under 24 business hours
- Liaise with Contracts on SLAs, terms and conditions, and contract language
- Work with Legal on special contract language or exceptions
- Partner with Finance to validate billing frequencies, subscription tiers, and revenue details
- Review quotes for completeness, product configurations, term selections, and discount accuracy
- Document manual adjustments and exceptions in Salesforce
- Author operating procedures for CPQ processes
- Maintain version control of quote templates and CPQ configuration guides
- Identify process gaps and implement enhancements to reduce quote errors and turnaround time
- Serve as a primary CPQ resource for Sales representatives
- Provide quote progress updates and escalate critical issues to Sales Operations leadership
Requirements:
- Familiarity with Salesforce Revenue Cloud and/or Salesforce CPQ
- Experience with Gong
- Proven ability to partner with Contracts, Legal, Finance, or comparable teams
- Demonstrated track record of authoring standard operating procedures and streamlining workflows
- Strong data-analysis aptitude using Excel or Power BI
- High attention to detail, ensuring ≥ 98% quote-accuracy rates
- Clear, concise written and verbal communication
- Ability to juggle multiple concurrent quote requests and prioritize by deal size or close date
- Comfortable with ARR concepts, contract terms, and basic billing configurations (preferred)
- Experience with Lean Six Sigma or similar methodologies (preferred)
- Familiarity with Power BI or Excel pivot tables for process KPI dashboards (preferred)
- Experience with NetSuite, SAP, Oracle, or similar ERP environments (preferred)
- Prior exposure to K-12 or higher-ed SaaS subscription dynamics (preferred)
Benefits:
- 4 month temporary, full time position (40 hours/week), with potential for an assignment extension
- Strong mentorship and leadership
- Career advancement opportunities
- Exposure to diverse teams and industry experts
- Opportunity to contribute to innovation and customer collaboration in school safety software
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