Sales Operations Specialist
Core
Support the Opportunity to Order (O2O) workflow for sales teams and partners, managing quote creation, order validation, billing, and revenue recognition processes.
Role type
Sales Operations Specialist (Quote-to-Cash)
Builds
Sales order lifecycle, partner onboarding, and reporting/forecasting processes
Domain
Industrial Software / SaaS
Required skills
Quote-to-Cash process management, Salesforce CRM proficiency, complex policy and workflow analysis, transactional processing, reporting and forecasting, partner management, Microsoft Excel
Preferred skills
SaaS industry experience, channel partner experience
Technologies
Salesforce CRM, Microsoft Office (Excel)
Responsibilities
Monitor O2O workflow from submission to revenue recognition, validate quote and order submissions against policy, coordinate complex product and pricing queries, resolve billing issues with finance, support partner onboarding and performance analysis, conduct training and knowledge transfer for users and partners.
Seniority
Mid-level, individual contributor
