Operational Specialist - Knoxville, United States - Access Data Consulting Corporation

Description

We are currently seeking three Salesforce Operations Assistants to join our team Ideal candidates will be located in or willing to relocate to Knoxville, TN; Kennesaw, GA; or Dayton, OH, as these are preferred locations for potential future in-office work.

Job Role Summary:

The Operations Specialist will engage primarily with our newly implemented corporate Salesforce system to oversee manual processes and data entry pertaining to transactions, pricing, and agreements for a SaaS business. The core responsibilities include:

• Preparing initial quotes for clients nearing annual renewal, ensuring accuracy in product listings and pricing.
• Handling renewals, creating and finalizing contracts, and managing both straightforward and complex transaction processes using Salesforce.
• Collaborating cross-functionally to uphold best practices and achieve daily operational goals.
• Creating and merging quotes, confirming order details, and checking payment terms with meticulous attention to detail and promptness.

Requirements:

• Minimum 1 year of experience with Salesforce CRM and Salesforce CPQ (Configure, Price, Quote).
• Ability to perform analytical tasks, such as researching contract terms and calculating discounts to meet target pricing.
• Proven mathematical acumen and a strong analytical mindset.
• Exceptional attention to detail, organizational skills, and time management capabilities.
• Excellent written and verbal communication skills.
• Strong work ethic, reliability, and the ability to work independently or as part of a team.
• Professional demeanor and a proactive approach to problem-solving.