Quote-to-Order Operations Specialist - Remote

Overview

The Quote-to-Order Operations Specialist will manage the critical handoff in the commercial pipeline, ensuring data accuracy and compliance in the quote-to-order process.

In Short

• Validate contract data in Salesforce and Price Sheets.
• Triage inbound order form redline requests.
• Review and approve quote creations and edits.
• Support commit reviews during data migrations.
• Guide Account Executives through deal policies.
• Drive historical data backfill efforts.
• Track error patterns and communicate with relevant teams.
• Maintain process documentation for continuity.
• Ensure compliance with tight SLAs and high accuracy standards.
• Collaborate with sales, legal, and accounting teams.

Requirements

• 3+ years in deal desk, order management, or similar roles.
• Detail-oriented with a strong focus on data accuracy.
• Ability to compare order forms and Salesforce opportunities.
• Strong communication skills with sales and legal teams.
• Ability to operate in a developing process.
• Experience with Salesforce, CPQ, and contract tools.
• Familiarity with consumption-based pricing models.
• Experience in a high-growth SaaS or cloud company.
• Track record of handling order form redlines independently.

Benefits

• Confidential handling of personal information.