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Job Category
Operations
Job Details
About Salesforce
Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.
Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.
An exciting opportunity to be a part of Salesforce Finance and the Revenue Operations Team. As a Global SOPS Contract Specialist, you are required to provide the highest level of internal support and guidance for Account Executives within our Global SMB businesses. This guidance includes but is not limited to deal structure questions, quote support, contract support, ACV calculations, account/customer org support, and ensuring quotes comply to revenue & company policy. This role requires an individual who can work in a team environment, be self-motivated, extremely detail-oriented with demonstrated problem solving and decision-making skills.
Your Impact
• Provide superior internal support and guidance for Account Executives including but not limit to deal structure questions, order processing, ensuring orders are in compliance to revenue & company policy, and all other pre-quote conversion support. • Work with Sales, Rev Recognition and Legal on contract issues and provide suggestions and assistance for contract negotiation in order to ensure proper revenue recognition. • Create and modify quotes as required. • Ensure compliance with all company policies and responsible for SOX compliance. • Train Sales and in particular less experienced AE’s and facilitate cross-training among the team. • Contributes ideas and innovations to improve upon existing systems, work processes and procedures. • Create and update internal departmental Policies. • Participate in projects involving technical and financial concepts providing recommendations. • Review submitted contract and order forms for completeness, accuracy, and conformance to Salesforce.com Sales Order Acceptance policy. • Work with Sales and Collections to assist resolution to customer billing investigations and disputes. • Share best practices with team members to enhance the quality and efficiency of support and contribute to the knowledge base. • Establish strong relationships with Sales, Renewals, Customer Support Managers, Collections, Adjustments, Compensation, Rev Rec., Legal, and other internal resources as appropriate.
Required Skills/Experience
- 2+ years sales operations or order management experience
- Must have strong research and problem-solving abilities.
- Excellent interpersonal skills; ability to articulate verbally and written, willingness to appropriately debate difficult issues; ability to think quickly.
- Ability to excel in a fast growing/fast paced environment delivering accuracy while managing to deadlines where adaptability is imperative.
- Ability to understand broader business and financial issues, juggle multiple projects and tasks, and to work with deadlines and in a fast paced environment.
- Extreme attention to detail.
- Ability to clearly articulate case resolutions and actions required by Account Executives
- Thrives in a team environment.
- Salesforce experience a plus.
- Ability to work independently.
Unleash Your Potential
When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.
Accommodations
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Posting Statement
Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.