Contract Specialist - Salesforce

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About Salesforce

We’re Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good – you’ve come to the right place.

An exciting opportunity to be a part of the Salesforce Finance and the Revenue Operations Team. The Global Support Contract Specialist role provides Quote-to-Cash expertise and guidance to our Account Executives within the Small Medium & Commercial business units globally. 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 to revenue & company policy. The role requires a strong understanding of internal quote-to-cash systems systems as well as ESMB business practices. Specialists need to work independently with minimal oversight and in a team environment with other specialists or business partners to help solve complex issues with speed and accuracy. They must also be extremely detailed, solution-oriented, and be able to clearly communicate to globally diverse stakeholders.

Responsibilities Include:

• Provide outstanding Quote-to-Cash support and guidance to help Account Executives execute Sales transactions.

• Work with Sales, Revenue Recognition and Legal on deal execution and provide suggestions and assistance for contract negotiations or customer satisfaction issues

• Create and modify quotes as required

• Ensure compliance with all company policies and responsible for SOX compliance

• Train Sales and in particular less experienced AE’s and facilitate cross-training among the team

• Contributes ideas and innovations to improve upon existing systems, work processes and procedures

• Create and update internal departmental Policies

• Provide subject matter expertise on projects within Sales Operations

• Review submitted contract and order forms for completeness, accuracy, and conformance to Salesforce Order Acceptance policy

• Assist with onboarding of new team members

• Work with Sales and Collections to assist resolution to customer billing investigations and disputes

• Challenge legacy policies and procedures that complicate quote, order, invoice, credit, commissions, and revenue processing, understanding the flexibility for change, and formulating creative solutions or workarounds based on that analysis

• Share best practices with team members to enhance the quality and efficiency of support and contribute to the knowledge base

• Establish strong relationships with Sales, Renewals, Customer Support Managers, Collections, Adjustments, Compensation, Rev Rec., Legal, and other internal resources as appropriate

Required Skills/Experience:

• Bachelors degree or equivalent combination of education and experience

• 1-2 years minimum customer order management, sales operations, or sales/customer support experience

• Contract structuring and Commission Calculation experience

Desired Skills/Experience:

• Demonstrated participation in process improvement initiatives and/or project management experience

• Excellent interpersonal skills; ability to articulate verbally and written, willingness to appropriately debate difficult issues; ability to think quickly

• Ability to excel in a fast growing/fast paced environment delivering accuracy while managing to deadlines where adaptability is imperative

• Ability to understand broader business and financial issues, juggle multiple projects and tasks, and to work with deadlines and in a fast paced environment

• Extreme attention to detail

• Ability to clearly articulate case resolutions and actions required by Account Executives

• Thrives in a team environment

• Able to use Microsoft suite of tools effectively

• Salesforce experience a plus

• Demonstrated initiative

• Ability to analyze problems quickly and seek out solutions to achieve optimum outcomes in case resolution

• Ability to work independently

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Last updated: 8 hours ago