- Resolve issues on opportunities, account data, quoting, and order booking.
- Main contact for all aspects of the account management, transactional process from opportunity to booking, including educating and training Sales on the use of systems and processes.
- Work one-on-one with Sales to prepare sales quotes, while ensuring policies are followed accordingly.
- Assist with completing quotes including providing ad-hoc training when needed
- Proactively engage with Sales Reps to precheck opportunity transactions, booking documents and quotes for open deals before Quarter/Year end.
- Create, update, cleanse and enrich accounts, researching through available data sources, manual correction, or using automation tools.
- Resolve system access issues or proactively address ongoing field system access needs
- Troubleshoot system errors and give clear instructions to Sales Reps to fix the errors in a timely manner.
- Work with Partner Operations, Distribution Operations, Sales Operations, Partner Development and Order Management teams to ensure quotes and orders meet defined criteria for factors such as booking and revenue recognition (i.e. Proof of Sell Thru, billing).
- Work cross functionally on non-compliant orders and provide direction and clarity on steps to resolve order issues, including data quality updates that need to be made.
- Act as point of contact for Partner and Sales questions relative to quotes, order status, deal registration process adherence, etc.
- Reconcile amounts on orders submitted from Sales to the reported bookings and revenues received from Finance. Requirements:
- Bachelor's Degree in Business or equivalent practical experience
- 1-2 years hands-on experience using Salesforce and Salesforce CPQ (Configure, Price, Quote) to support business users
- Strong knowledge and experience in Sales Operations (preferably in a software and or SaaS (Software-As-A-Service) sales organization)
- Ability to manage multiple, competing priorities with management support
- Outstanding attention to detail, accuracy and timely adherence to deadlines
- Ability to adapt to changing processes and follow them, as well as suggest changes where needed
- Excellent written and verbal communications skills – able to compose effective and accurate correspondence cross-functionally with various internal and external parties
- Must be proficient in English to interact verbally and in writing with sellers and operations team around the globe
- Scheduling flexibility, as required, during critical periods such as Month/Quarter/Year End close, etc.
- Strong analytical skills – ability to investigate common SFDC CPQ behavior and determine the root causes of system errors and fix them quickly
- Possess critical thinking – ability to justify and validate the accuracy of all booking documents
- Ability to work under pressure
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Sales Operations Support Team Leader HYBRID/REMOTE - San José, Costa Rica - Splunk Inc
Descripción
Splunk is here to build a safer and more resilient digital world. The world's leading enterprises use our unified security and observability platform to keep their digital systems secure and reliable. While customers love our technology, it's our people that make Splunk stand out as an amazing career destination and why we've won so many awards as a best place to work. If you become a Splunker, we want your whole, authentic self, what we call your "million data points". So bring your work experience, problem-solving skills and talent, of course, but also bring your joy, your passion and all the things that make you, you.Role:
Responsible for leading Deal Operations Analysts in Splunk's Costa Rica office location. You and your team will work closely with the Sales Operations teams, Order Management, and technical IT teams to provide support to sellers and sales leadership throughout the entire quoting process. Will be an experienced people leader, who can mentor and develop a team of people in achieving their goals and objectives in a fast-paced high-growth environment.Become an integral part of a high-energy, fast-paced team with significant opportunities to make a positive impact on the businessResponsibilities: