Sales Operations Specialist - SDX

Fortra; United States; Remote; USD 60,000 - 90,000; Full time

Job summary

Fortra in the United States seeks an SDX Sales Operations Specialist to accelerate ARR growth for the SDX product line by partnering with sales to optimize processes and ensure accurate quoting. Key duties include ARR growth identification, pricing analysis, quote accuracy, CRM cleanup, and collaboration with Legal, Compliance, and Collections to support renewals.

The role favors an analytical, detail‑oriented communicator who thrives in a fast‑paced, high‑growth environment and is fluent in

Qualifications

• 2–4 years of experience in sales operations, revenue operations, or related role.
• Strong proficiency in Excel and data analysis.
• Fluent in English with excellent communication and collaboration skills.
• Experience with CRM systems preferred.

Responsibilities

• Partner with sales to identify ARR growth opportunities.
• Create organized spreadsheets to review ARR data with the sales team.
• Clean up customer accounts and support quote accuracy.
• Assist with pricing data and discount reviews.
• Coordinate with Legal, Compliance, and Collections on contracts and orders.

Skills

Excel proficiency

Data analysis

Cross-functional collaboration

English fluency

Tools

Salesforce

Microsoft Dynamics

Job description

Whether you’re an experienced professional or just getting started, your contributions matter at Fortra. If you’re passionate about tackling meaningful challenges alongside talented team members committed to helping each other succeed, all while having lots of fun, we want to hear from you.We offer competitive benefits and salaries, personal and professional development opportunities, flexibility, andmuch more!

The SDX Sales Operations Specialist plays a critical role in accelerating Annual Recurring revenue (ARR) growth for our SDX product line. This position will partner closely with sales to optimize sales processes, analyze pricing strategies and ensure accurate quoting and deal execution. The ideal candidate is highly analytical, detail-oriented, and thrives on using data to drive business growth.

WHAT YOU’LL DO

ARR Growth Support:

• Partner with sales to identify ARR growth opportunities in unique customer accounts.
• Create organized spreadsheets to review ARR growth data with the sales team.
• Clean up customer accounts when necessary.

Pricing Analysis:

• Analyze pricing data for unique customer accounts and identify margin opportunities for growth.
• Prepare pricing analysis for review with sales representative.
• Communicate growth opportunities with the sales team and areas of opportunity.

Quote Accuracy:

• Assist sales with product pricing validation and discounts on quotes.
• Work with sales to create custom quotes and invoices for customers.
• Assist with quote clean up efforts before and after sales.

System Clean Up:

• Clean up and organize the CRM databases post sale.
• Partner with the Renewals Specialist to ensure the next renewal quote is sent with the correct dollar value and products.

Quotes & Proposals:

• Collaborate with Sales to prepare quotes for the OARR process.
• Format and customize MYCAP proposals for both new business and existing customer renewals where this is no additional ALE.

Legal, Contract & Documentation Handling:

• Manage contract requests and coordinate with internal Legal and Compliance teams.
• Handle documentation for new and existing customers, including NDAs and regulation questionnaires (e.g., DORA).
• Track and fulfill security document requests from prospects, customers, and partners.
• Partner with Collections to complete Procurement Registration Forms.

Order Tracking & Fulfillment:

• Monitor order status across internal systems and partner portals in collaboration with Collections.
• Proactively communicate order updates to Sales representatives.
• Identify and escalate delays or issues to ensure timely resolution.
• Other duties as assigned by manager.

QUALIFICATIONS

• 2–4 years of experience in sales operations, revenue operations, or a related role
• Strong proficiency in Excel
• Fluent in English
• Excellent attention to detail and organizational skills.
• Strong communication and collaboration skills
• Ability to thrive in a fast-paced, high-growth environment

Preferred Skills

• Experience with CRM systems (e.g., Salesforce, Microsoft Dynamics).
• Microsoft Outlook, Teams and Excel

At Fortra, we’re breaking the attack chain. Ready to join us?Visit our website to learn more about why employees choose to work for Fortra. Remember to connect with us on LinkedIn.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, veteran or disability status.