Operations Specialist

Deltek Systems (Philippines), Ltd.; Philippines; Remote; PHP 480,000 - 720,000; Full time

Job summary

Deltek Systems (Philippines), Ltd. is seeking an Operations Specialist to manage and process Sales Operations requests remotely from the Philippines. You will handle order forms, renewals, expansions, amendments, and changes, ensuring data accuracy in Salesforce/CPQ and cross-functional collaboration.

The role emphasizes timely responses, adherence to SLAs, and process improvements, with opportunities to grow in pricing, licensing, and documentation while supporting multiple internal teams.

Qualifications

• Bachelor's degree in business or related field.
• 1–3 years in Sales Operations, Order Management or similar roles.
• Experience with Salesforce/CPQ or similar CRM/order systems preferred.
• Strong attention to detail for contracts, pricing and customer data.
• Excellent organizational and time-management skills.
• Ability to work independently and follow through to completion.
• Strong analytical and problem-solving abilities for order issues.
• Clear written and verbal communication; cross-functional collaboration.

Responsibilities

• Manage and process Sales Operations requests: orders, renewals, expansions, terminations and changes.
• Create/update opportunities in Salesforce/CPQ with accurate product, pricing and terms.
• Review documents for completeness before processing or routing for approval.
• Coordinate with Sales, Legal, Finance and other teams to resolve requests.
• Prepare customer-facing order forms and related contracts per policy.
• Support pricing/licensing requests and validate against price books and agreements.
• Monitor SLAs and provide status updates to stakeholders.
• Maintain records and trackers for requests, approvals and completed transactions.
• Identify discrepancies and resolve issues with appropriate teams.
• Develop SOPs and look for automation to improve accuracy and speed.
• Provide backup coverage for teammates as needed.

Skills

Sales Operations

Order Management

CRM Systems

Attention to Detail

Time Management

Cross-Functional Collaboration

Excel

Education

Bachelor's degree in Business

Tools

Salesforce

CPQ

CRM

Microsoft Excel

Job description

30-Sep-2026

Operations Specialist

Philippines (Remote)

11268BR

Company Summary

As the recognized global standard for project-based businesses, Deltek delivers software and information solutions to help organizations achieve their purpose. Our market leadership stems from the work of our diverse employees who are united by a passion for learning, growing and making a difference. At Deltek, we take immense pride in creating a balanced, values-driven environment, where every employee feels included and empowered to do their best work. Our employees put our core values into action daily, creating a one-of-a-kind culture that has been recognized globally. Thanks to our incredible team, Deltek has been named one of America's Best Midsize Employers by Forbes, a Best Place to Work by Glassdoor, a Top Workplace by The Washington Post and a Best Place to Work in Asia by World HRD Congress.www.deltek.com

Business Summary

The Deltek Global Sales team has a passion for empowering project-based businesses to achieve their goals. We relentlessly focus on our customers’ needs and strive to deliver an exceptional experience for all clients. If you are an enthusiastic, motivated professional who enjoys building and nurturing relationships – join our highly collaborative team to help power project success for our customers.

Position Responsibilities

• Manage and process Sales Operations requests, including order forms, renewals, expansions, add-ons, amendments, terminations, transfers, and account/name changes.
• Create, update, and maintain opportunities in Salesforce/CPQ, ensuring product, pricing, quantities, subscription terms, and customer information are accurate.
• Review requests and supporting documentation for completeness and accuracy before processing or routing for approval.
• Coordinate with Sales, Legal, Revenue Recognition, Finance, Pricing, Sales Order Support, Distribution, and other internal teams to resolve requests.
• Prepare and revise customer-facing order forms and related contractual documentation according to established policies and procedures.
• Support pricing and licensing requests and validate information against applicable price books, existing agreements, and customer assets.
• Monitor assigned requests and ensure they are completed within established service-level agreements (SLAs).
• Provide timely acknowledgments, status updates, and clear communication to internal stakeholders.
• Identify discrepancies, missing information, or potential processing issues and proactively work with the appropriate teams to resolve them.
• Maintain accurate records and trackers for requests, approvals, follow-ups, and completed transactions.
• Prioritize urgent and high-value transactions, particularly during month-end and quarter-end periods.
• Follow established Sales Operations policies, approval processes, and documentation requirements.
• Develop a strong understanding of company products, licensing models, subscription structures, and internal systems.
• Handle increasingly complex requests independently while escalating exceptions or unusual scenarios when necessary.
• Contribute to process improvements, documentation, SOP development, and automation opportunities to improve efficiency and accuracy.
• Provide backup coverage for other team members and support overall team workload as business needs require.
• Maintain a high level of accuracy, attention to detail, responsiveness, accountability, and ownership of assigned requests.

Qualifications

• Bachelor’s degree in Business Administration, Management, Finance, Accounting, or a related field preferred.
• At least 1–3 years of experience in Sales Operations, Order Management, Customer Operations, Finance Operations, or a similar role.
• Experience working with Salesforce, CPQ, CRM, or other order management systems is preferred. * Strong attention to detail with the ability to review contracts, order forms, pricing, and customer information accurately.
• Strong organizational and time-management skills, with the ability to manage multiple requests and priorities simultaneously.
• Ability to work independently, take ownership of assigned tasks, and follow through until completion.
• Strong analytical and problem-solving skills, particularly when identifying discrepancies or resolving order-processing issues.
• Excellent written and verbal communication skills.
• Ability to collaborate effectively with Sales, Legal, Finance, Revenue Recognition, Pricing, and other cross-functional teams.
• Comfortable working in a fast-paced environment and handling urgent requests, especially during month-end and quarter-end periods. * Proficiency in Microsoft Office applications, particularly Excel, Outlook, and Word.
• Ability to understand and follow established policies, procedures, approval requirements, and SLAs.
• Customer-service oriented, with a professional and responsive approach when supporting internal stakeholders.
• Adaptable and willing to learn new systems, products, licensing models, and business processes.
• High level of accountability, accuracy, confidentiality, and professional judgment.

Career Interests

Sales

Position Type

FT

Travel Requirements

No

Applicant Privacy Notice

Deltek is committed to the protection and promotion of your privacy. In connection with your application for employment with us at Deltek, it is necessary for us to collect, store and use information about you (“Personal Data”) to administer and evaluate your application. We are the “controller” of the Personal Data you provide us and will process any such Personal Data in accordance with applicable law and the statements contained in this Candidate Privacy NoticeAdditionally, we have not sold and do not sell Personal Data you provide to us through the job application process.

Job Expires

30-Sep-2027