Sales Operations Coordinator (Temp)

Raptor-Technologies; Houston (TX); On-site; USD 65,000 - 85,000; Full time

Job summary

Raptor Technologies is seeking a detail-oriented Sales Operations Coordinator to build accurate quotes in Salesforce CPQ and work across Contracts, Legal, and Finance for smooth deal handoffs. This 4-month, full-time role offers potential extension and requires strong analytics and documentation experience.

The ideal candidate will proficiently manage CPQ configurations, ensure quote accuracy, and drive process improvements while collaborating with multiple teams.

Qualifications

• Experience building accurate quotes in Salesforce CPQ.
• Strong analytics and documentation skills.
• Ability to collaborate with Contracts, Legal, and Finance.
• Proven SOP writing and process optimization experience.
• Excellent attention to detail with high quote accuracy (≥ 98%).

Responsibilities

• Create and deliver Salesforce CPQ quotes from sales inputs with correct ARR.
• Apply standard discount rules and flag nonstandard requests for approval.
• Generate final quote documents within SLA (<24 business hours).
• Coordinate with Contracts to reflect SLAs, T&Cs in quotes as needed.
• Work with Legal on contract language and exceptions for routing.
• Collaborate with Finance to validate Billing and revenue details before quotes.
• Review quotes for completeness and accuracy; document adjustments in Salesforce.
• Draft SOPs for CPQ processes and maintain templates and guides.
• Identify process gaps and suggest small enhancements to reduce errors.

Skills

Sales Operations

CPQ

Cross-functional collaboration

Data analysis

Process optimization

Tools

Salesforce CPQ

Salesforce Revenue Cloud

Gong

Power BI

Excel

Job description

Raptor was founded in 2002 with the mission to protect every child, every school, every day. Today, Raptor is a school safety partner for 60,000 schools in 55 countries, providing SaaS and mobile technology as well as comprehensive training and consultation solutions across the entire school safety life cycle, ranging from crisis prevention and preparation to emergency response and recovery. Raptor’s globally integrated product portfolio supports a school’s foundation of safety and wellbeing, including Emergency Management, Campus Movement, Student Wellbeing and Safety Training and Compliance.

About the Role

We are seeking a detail-oriented Sales Operations Coordinator to join our team. This role focuses on building accurate quotes in Salesforce CPQ and collaborating cross-functionally with Contracts, Legal, and Finance to ensure smooth deal handoffs. We welcome candidates with strong analytics, documentation, and process-optimization experience who can quickly ramp in CPQ— extensive tenured CPQ background is not required .

This is a 4 month temporary, full time position (40 hours/week).There is potential for an assignment extension, which will be discussed towards the end of the engagement.

Responsibilities

• Quote Creation & Delivery
  • Configure Salesforce CPQ quotes from Sales inputs (products, quantities, term lengths), ensuring line-item subscription ARR is correctly calculated.
• Apply standard discount rules based on established rate cards; flag any nonstandard discount requests for approval.
• Generate and distribute final quote documents (PDF/Word) to Sales reps within the agreed SLA (typically < 24 business hours).
• Cross-Functional Coordination
  • Liaise with Contracts to confirm that all standard SLAs, T&Cs, and contract language are reflected in each quote as needed.
• Work with Legal on any special contract language or exceptions, documenting and routing those items promptly as required.
• Partner with Finance to validate billing frequencies, subscription tiers, and revenue details before quote issuance on demand.
• Quote Validation & Process Compliance
  • Conduct detailed reviews of each quote for completeness—verifying product configurations, term selections, and discount accuracy.
• Document any manual adjustments or exceptions (e.g., custom discount reasons) in Salesforce.
• Documentation & Process Improvement
  • Author clear, step-by-step operating procedures for CPQ processes, drawing on experience with SOPs and process optimization.
• Maintain version control of quote templates and CPQ configuration guides, ensuring the latest standards are always in use.
• Identify recurring pain points or process gaps; recommend and help implement small enhancements (e.g., field-level help text in CPQ) to reduce quote errors and accelerate turnaround.
• Serve as a primary CPQ resource for Sales reps—answering questions about bundling rules, term options, and standard discount guidelines.
• Provide timely status updates on quote progress, including approvals pending with Contracts, Legal, or Finance.
• Escalate critical issues (e.g., missing approvals, pricing mismatches) proactively to Sales Operations leadership.

Qualifications (Required):

• Familiarity with Salesforce Revenue Cloud and/or Salesforce CPQ
• Experience with Gong
• Proven ability to partner seamlessly with Contracts, Legal, Finance (or comparable teams) to resolve process questions and ensure all stakeholders are aligned.
• Demonstrated track record of authoring standard operating procedures and streamlining workflows—ideally reducing cycle times (e.g., as seen with material-creation optimizations).
• Strong data-analysis aptitude (e.g., using Excel, Power BI) and high attention to detail, ensuring ≥ 98 % quote-accuracy rates.
• Clear, concise written and verbal communication—capable of drafting playbook updates, conveying status to Sales reps, and coordinating multi-department handoffs.
• Self-starter who can juggle multiple concurrent quote requests, prioritize by deal size or close date, and ask clarifying questions when needed.

Qualifications (Preferred):

• Comfortable with ARR concepts, contract terms (annual vs. multi-year), and basic billing configurations—able to translate Sales requirements into CPQ ‑ compatible specs.
• Experience leveraging Lean Six Sigma or similar methodologies to reduce process cycle times (e.g., 80 % cycle time reduction on legacy systems).
• Familiarity with building dashboards (Power BI or Excel pivot tables) to track process KPIs—such as quote turnaround or error rates.
• Experience working in NetSuite, SAP, Oracle, or similar ERP environments—understanding data accuracy and integrity across cross-functional systems.
• Prior exposure to K-12 or higher-ed SaaS subscription dynamics, including funding cycles and seasonality.

What's in it for you?

You join the gold standard in school safety software.

You will join a company where innovation and customer collaboration are part of what drives new product development to help keep kids safe.

You will work with diverse teams made up of some of the best minds in the industry.

You will get exposure to strong mentorship and leadership that have supported a long history of career advancement opportunities for our employees.

Due to the high volume of applications we receive, we are unable to personally respond to every applicant or provide individual feedback. Candidates selected to move forward will be contacted directly by our team. We appreciate your interest in Raptor Technologies.

If you are a resident of California, Colorado, New Jersey, New York or Washington, please reach out to [e-mail] for a reasonable estimate of annual base compensation and any eligible incentive compensation. The actual compensation offered to successful candidates for roles may be higher or lower, based on non-discriminatory criteria including but not limited to relevant professional experience, geographic location, knowledge, skills, and abilities. This range will be reviewed on a regular basis.

Raptor Technologies is an Equal Opportunity Employer, providing equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or any other characteristic protected by applicable federal, state, or local law. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, compensation, training, promotion, transfer, leaves of absence, and termination.