An exciting opportunity to be a part of Salesforce Finance and the Revenue Operations Team. The Contract Specialist role is a skilled, experienced, and independent position focused on providing outstanding Quote-to-Cash support and guidance to Account Teams within our Commercial and Enterprise customer market segments. This guidance includes, but is not limited to, deal structure questions, quote support, contract support, deal calculations, service delivery support, and ensuring quotes are in compliance with revenue and company policies. The role requires a strong understanding of SaaS industry practices, Salesforce products, and company policies and procedures. It also demands the ability to work across a diverse scope of assignments both independently and within teams, think creatively to find solutions, and communicate clearly on complex scenarios.
Responsibilities Include:
- Respond to process and policy questions and effectively communicate requirements to Account Executives (AEs).
- Assist Sales Team in quoting processes.
- Help AEs address customer inquiries related to contracts, invoices, and product issues through account research and feedback.
- Perform calculations related to contract value, contract replacement, order replacement, utilization true-up, and overage scenarios.
- Analyze information, identify key factors, and assess potential impacts related to exception approvals.
- Manage queue-based cases within Omnichannel and redirect cases to appropriate teams as necessary.
- Collaborate with internal Pricing, Revenue Recognition, and Legal teams on contract issues, providing guidance and assistance during negotiations to ensure proper revenue recognition and operational feasibility.
- Share best practices with team members to enhance the quality and efficiency of business processes and maintain the knowledge base.
- Train new team members.
- Participate actively in User Acceptance Testing and other ad hoc projects.
- Ensure compliance with all company policies and SOX (Sarbanes-Oxley) requirements.
- Model professionalism and demonstrate behaviors reflecting high standards of work ethic, integrity, respect, and accountability.
- Ensure all approval requests are properly documented, escalated to appropriate approval levels, and resolved within SLA.
Required Skills/Experience:
- At least 2 years of experience in customer order management, sales operations, or sales/customer support.
- Experience in contract structuring and commission calculation.
Desired Skills/Experience:
- Excellent interpersonal skills; ability to articulate verbally and in writing, debate difficult issues appropriately, and think quickly.
- Experience participating in process improvement initiatives and/or project management.
- Ability to excel in a fast-growing, fast-paced environment, delivering accuracy while managing deadlines and demonstrating adaptability.
- Understanding broader business and financial issues, juggling multiple projects, and working under deadlines.
- Extreme attention to detail.
- Ability to clearly articulate case resolutions and actions required by Account Executives.
- Proficiency in Microsoft Office tools.
- Salesforce CRM experience is a plus.
- Demonstrated initiative and problem-solving skills.
- Ability to work independently.