Sales Operations Specialist I – Deal Validation

1 Month ago • 2 Years +

Job Summary

Job Description

This position is for a Sales Operations Specialist I – Deal Validation. The role involves processing and validating financial data in Salesforce CPQ, collaborating with sales reps to understand deals, identifying process improvements, generating Salesforce reports, responding to queries, and participating in special projects. The ideal candidate will have experience in Salesforce, be detail-oriented, and possess strong communication skills. The role supports the corporate strategic initiative of securing high quality data and business processes and controls within the sales organization. The job involves a variety of tasks, including data reconciliation, troubleshooting, report generation, and team collaboration.

Must have:

Bachelor or Associate degree
At least 2 years experience working in Salesforce
Extremely detail-oriented, self-motivated, and organized
Process control oriented
Strong work ethic, ambition, and integrity
Strong written and verbal communication skills
Basic level of Microsoft Office tools, especially Excel

Good to have:

Experience working with Salesforce CPQ is a plus

8 skills required

8 skills required for this role

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microsoft-office

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Job Details

Description

Why YOU want this position:

Since our founding as a groundbreaking provider of oil & gas data and through over fifteen acquisitions, we have evolved our solutions to cover energy analytics, trading & risk, and business automation for customers across the energy industry. Enverus represents this growth while bringing us closer together as one team. Enverus delivers business-critical insights to the global energy industry through a state-of-the-art SaaS platform built on industry-leading data and energy analytics. Our solutions deliver value across the entire energy value chain, empowering customers to be more agile, efficient, and competitive. The range of energy industry participants we serve includes exploration and production (E&P) companies and related businesses such as oilfield services, midstream, capital markets, power generators and utilities, energy traders, and downstream commercial & industrial energy consumers.

We are currently seeking a highly talented and driven Specialist I – Deal Validation to join our Revenue Operations team and support the corporate strategic initiative of securing high quality data and business processes and controls within but not limited to the sales organization. The preferred location for this position is in Bangalore, India, but other locations will be considered for a strong candidate.

Job Duties / Main Responsibilities

Process and validate critical financial data points on Opportunities submitted by the sales team in Salesforce CPQ by reconciling against the customer-signed contract and historical data
Collaborate with sales reps to understand the intention behind a deal as well troubleshoot inaccuracies within their deals
Identify breaks in the workflows or Salesforce objects as well as opportunities for process improvements
Generate and provide Salesforce reports as requested by users in a timely manner according to SLAs
Respond to queries submitted via the case submission process according to SLAs
Respond to internal team and sales team questions/comments via Chatter within Salesforce in a timely manner
Participate in ad hoc special projects and data analysis as needed and assigned
Complete all audit processes assigned in a timely manner

Competitive Candidate Profile

Bachelor or Associate degree
At least 2 years experience working in Salesforce
Experience working with Salesforce CPQ is a plus
Extremely detail-oriented, self-motivated, accountable, and organized
Process control oriented
Strong work ethic, ambition, integrity, and desire to learn and grow skills
Written and verbal communication skills must be strong as this role communicates with sales reps and internal team often
Works well under moderate supervision
Basic level of Microsoft Office tools, especially Excel and its functions like filtering, sorting, formulas, and formatting