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Job Category

Operations

Job Details

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 Salesforce Finance and the Revenue Operations Team. The Contract Specialist role is a skilled, experienced, and independent role focused on providing outstanding Quote-to-Cash support and guidance to Account Teams within our Commercial and Enterprise customer market segments. 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 SaaS industries practices, Salesforce products, and company policies and procedures. It also requires the ability to work across a diverse scope of assignments both independently and within teams, think creatively to find solutions, and communicate clearly on complex scenarios.

Responsibilities Include:

Respond to process & policy questions and effectively communicate requirements to AEs.Assist Sales Team in quotingAssist AEs in addressing customer satisfaction inquires related to contracts, invoices and product issues, through account research and feedback.Perform calculations as required, related to contract value, contract replacement, order replacement, utilization true up and overage scenariosAbility to analyze information, identify key factors, and assess potential impacts related to exception approvals.Responsible for managing queue based cases within Omnichannel and redirecting cases to appropriate teams as necessary.Partner with internal Pricing, Revenue Recognition and Legal teams on contract issues, and provide guidance and assistance during contract negotiations in order to ensure proper revenue recognition and operational feasibility.Share best practices with team members to enhance the quality and efficiency of business processes and maintain the knowledge base.Training of new team members.Actively participate in User Acceptance Testing, as well as other ad hoc projects.Ensure compliance with all company policies as well as SOX (Sarbanes Oxley) compliance.Models professionalism and demonstrates a set of behaviors and characteristics that reflect a high standard of work ethic, integrity, respect, and accountability.Ensure all approval requests have been properly documented in accordance to Sales Operations processes, escalated to the appropriate approval level, and resolved within SLA.

Required Skills/Experience:

2+ years customer order management, sales operations, or sales/customer support experienceContract structuring and Commission Calculation experience

Desired Skills/Experience:

Excellent interpersonal skills; ability to articulate verbally and written, willingness to appropriately debate difficult issues; ability to think quicklyDemonstrated participation in process improvement initiatives and/or project management experienceAbility to excel in a fast growing/fast paced environment delivering accuracy while managing to deadlines where adaptability is imperativeAbility to understand broader business and financial issues, juggle multiple projects and tasks, and to work with deadlines and in a fast paced environmentExtreme attention to detailAbility to clearly articulate case resolutions and actions required by Account ExecutivesAble to use Microsoft suite of tools effectivelySalesforce CRM experience a plusDemonstrated initiativeAbility to analyze problems quickly and seek out solutions to achieve optimum outcomes in case resolutionAbility to work independently

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Accommodations

If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form.

Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.