Deal Operations Analyst
Core
Support Sales Organization with quotes, opportunities, account administration, and order management.
Role type
Deal Operations Analyst
Builds
Accurate quotes, bookings, and account data for Sales teams
Domain
SaaS / Software / Sales Operations
Deliverable
product features
Required skills
Salesforce CPQ, data accuracy, process improvement, cross-functional communication, high-volume task management
Preferred skills
Cisco CCW, enterprise CPQ platforms
Technologies
Salesforce, Salesforce CPQ, CCW
Responsibilities
Handle day-to-day requests for quotes, opportunities, and account updates; Review and validate quote and booking documents; Investigate and resolve Salesforce/CPQ issues; Maintain accurate account and opportunity data; Collaborate with Sales Ops, Partner Ops, Order Management, and Finance on order issues; Provide training and guidance on systems and processes; Support month-, quarter-, and year-end reconciliation activities.
