Maintain Salesforce pipeline accuracy by ensuring opportunities reflect true deal status and quote-to-cash processes. Support quoting and deal structuring, including assisting sales reps with pricing, approvals, and opportunity processing. Collaborate with Sales, Finance, Q2C, IT and the S&A teams to ensure deals are processed and provisioned without delay or errors. Identify and resolve any blockers in the deal lifecycle to ensure clean bookings and timely customer delivery. Support forecast accuracy by validating pipeline inputs and partnering with sales leadership to manage rollups. Lead onboarding and training for new sales reps on Salesforce best practices, process adherence, and pipeline hygiene. Help drive process improvements and standardizations that improve visibility, reduce errors, and enable growth. Serve as a trusted partner and escalation point for sales teams when operational roadblocks arise.
Required technical and professional expertise: 2-4 years of experience in Sales Operations, Deal Desk, or Revenue Operations. Proficiency with Salesforce, quote management tools (e.g., CPQ), and ability to learn new tools quickly. Strong attention to detail and ability to identify inconsistencies in data and process. Excellent communication and collaboration skills, especially across sales, finance, IT and operations teams. Experience supporting or managing forecast processes and sales pipeline integrity. A process-oriented mindset with a bias toward action and continuous improvement.