CrawlJobs Logo

Sales CPQ & Order Processing Specialist

India, Bengaluru · Job Posted February 01, 2026
Apply Position
Job Link Share

Job Description

ZeroFox seeks a detail-oriented and experienced Salesforce CPQ and Order Processing Specialist to join our team in India. This role is essential in supporting our sales team by handling quote creation in Salesforce CPQ and ensuring the accuracy of customer-signed orders before processing them to closed won in Salesforce. The ideal candidate will have a strong understanding of Salesforce CPQ, order processing, and a keen eye for detail to ensure smooth operations.

Job Responsibility

  • Quote Creation in Salesforce CPQ: Assist the sales team in generating accurate and timely quotes using Salesforce CPQ
  • Customize product configurations, pricing, and discounts in alignment with customer requirements and company policies
  • Ensure all quotes adhere to internal guidelines and compliance standards before submission
  • Order Processing: Review and verify customer-signed orders to ensure all necessary information and approvals are in place
  • Accurately move orders to "Closed Won" status in Salesforce, ensuring all documentation is complete
  • Collaborate with the finance and legal teams to address any discrepancies or missing information before final order processing
  • Salesforce Administration: Maintain accurate records in Salesforce, ensuring all quotes and orders are up-to-date and compliant
  • Assist in troubleshooting and resolving issues related to Salesforce CPQ and order processing
  • Provide ongoing support to the sales team for any CPQ-related queries or training needs
  • Reporting and Analysis: Generate and analyze reports on quote creation, order processing timelines, and order accuracy
  • Provide insights and recommendations to improve the efficiency and accuracy of the quoting and order processing functions

Requirements

  • Bachelor's degree in Business, Information Technology, or a related field
  • 2+ years of experience with Salesforce CPQ and order processing
  • Strong understanding of Salesforce CRM, especially in the areas of CPQ and Sales Cloud
  • Detail-oriented with strong organizational and time management skills
  • Excellent communication skills and the ability to work effectively with cross-functional teams
  • Ability to work independently and manage multiple tasks simultaneously in a fast-paced environment

Nice to have

  • Salesforce CPQ Specialist certification
  • Experience in a sales operations or sales support role
  • Familiarity with billing, invoicing, and contract management processes

What we offer

  • Competitive compensation
  • Community-driven culture with employee events
  • Generous time off
  • Best-in-class benefits
  • Fun, modern workspace
  • Respectful and nourishing work environment, where every opinion is heard and everyone is encouraged to be an active part of the organizational culture

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

Sales CPQ & Order Processing Specialist

8 matching positions

Order Management Specialist

We are currently seeking a highly organized and detail-oriented Order Management...
Location
Location
United States
Salary
Salary:
80000.00 - 110000.00 USD / Year
wiz.io Logo
Wiz
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Familiarity with the Enterprise SaaS/B2B Industry
  • Experience in Order Management, Finance Operations, Deal Desk, Sales Operations, or Pricing preferred
  • Demonstrated ability to partner effectively with GTM Teams and other cross-functional departments
  • Basic understanding of revenue recognition rules
  • Highly organized, customer-focused, and detail-oriented
  • Ability to multitask and prioritize, especially during periods of high volume such as End of Month or End of Quarter
  • Ability to effectively manage distractions and adapt to changing priorities
  • Excellent communication skills, with the ability to be transparent
  • Receptive of feedback
  • Strong quantitative skills and proficiency in NetSuite, Salesforce
Job Responsibility
Job Responsibility
  • Act as the primary liaison for the Field Sales team, providing support for questions related to opportunity booking and subscription management
  • Manage opportunity bookings, ensuring accuracy and completeness
  • Create and maintain Wiz Handbook documentation for streamlined processes
  • Resolve any booking errors promptly
  • Partner with Deal Desk and Billing teams to efficiently and accurately process opportunities
  • Maintain customer deal information, ensuring alignment between Salesforce and Netsuite
  • Collaborate with Revenue and Commission Accounting teams to address questions related to bookings
  • Perform weekly and monthly reconciliations, ensuring a 1:1 relationship between Netsuite Invoice and SFDC Opportunity
  • Verify the accuracy of other bookings metrics
  • Demonstrate a basic understanding of ASC606, SOX, and Export Compliance
What we offer
What we offer
  • Medical, dental and vision insurance
  • Home Office Setup reimbursement
  • Flexible Spending Accounts
  • Monthly Connectivity reimbursement
  • Employee Assistance Program (EAP)
  • Short- and Long-term Disability Insurance
  • Life & Accident Insurance
  • 401(k) Retirement Savings Plan (with employer match)
  • Flexible paid time off + 11 paid holidays
  • Paid leave programs, including parental, pregnancy health, medical and bereavement leave
  • Fulltime
Read More
Arrow Right
New

Commercial Desk Specialist

The Commercial Desk Specialist supports New Business, Renewals, and Existing Cus...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
optimizely.com Logo
Optimizely
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3–5 years' experience in Commercial Operations, Sales Operations, Deal Desk, Contract Administration, Renewals, or a similar commercial support role
  • Experience supporting contract lifecycle processes, including new business, renewals, amendments, and commercial requests
  • Working knowledge of pricing structures, discounting, approvals, and commercial governance
  • Experience using Salesforce (SFDC), CPQ, and contract generation tools such as Conga or equivalent systems
  • Strong attention to detail with the ability to manage multiple requests and meet deadlines in a fast-paced environment
  • Experience working with cross-functional stakeholders including Sales, Customer Success, Legal, Finance, and Operations
  • Strong analytical, problem-solving, and communication skills
  • Bachelor's Degree and relevant experience
Job Responsibility
Job Responsibility
  • Ensure all requests are logged and tracked via the CSR system
  • Review, triage, and manage CSR queues and priorities
  • Track CSR stages and ensure requests progress through workflow
  • Maintain accurate documentation and audit trail for all requests
  • Close CSRs once contracts or requests are completed
  • Support improvements to CSR workflow, stages, and tracking
  • Manage both standard and complex requests, escalating where required
  • Support Sales with New Business deal structuring and approvals
  • Assist with: Ramp deals (multi-year pricing structures), Bundle pricing and packaging, Discount approvals and pricing checks, Non-standard deal structures
  • Ensure deals are correctly structured in SFDC and CPQ
  • Fulltime
Read More
Arrow Right

Deal Desk Specialist

As a Deal Desk Specialist on the Deal Desk team at PagerDuty, you will work cros...
Location
Location
United States
Salary
Salary:
83000.00 - 125400.00 USD / Year
https://www.pagerduty.com Logo
PagerDuty
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree
  • 2+ year of experience in Sales Operations, Sales Enablement or Deal Desk
Job Responsibility
Job Responsibility
  • Serve as the trusted advisor and go-to resources to the Sales teams, building strong relationships for solving complex problems across O2C processes
  • Educate Sales teams on changes in processes, policies, and best practices to improve performance and release Sales capacity to core Sales activities
  • You will train, mentor and educate other members of the Deal Desk global team to enable them to provide excellent support to the Field and our customers
  • Intake & triage of Deal Desk SFDC Queue
  • Respond with urgency and be able proactively prioritize your workload
  • Identify and explore opportunities for sales process improvements and help drive enablement efforts
  • Provide deal support to our global sales teams by assisting with manual order forms, deal guidance, system updates and reporting
  • Identify and resolve issues that could prevent deals from closing in a timely manner
  • Escalate deal-threatening issues to appropriate leaders when resolution cannot be achieved at the virtual team level
  • Report, track and follow-up on system related issues affecting your tasks until resolution
What we offer
What we offer
  • Competitive salary
  • Comprehensive benefits package
  • Flexible work arrangements
  • Company equity
  • ESPP (Employee Stock Purchase Program)
  • Retirement or pension plan
  • Generous paid vacation time
  • Paid holidays and sick leave
  • Dutonian Wellness Days & HibernationDuty - companywide paid days off in addition to PTO
  • Paid parental leave: 22 weeks for pregnant parent, 12 weeks for non-pregnant parent
  • Fulltime
Read More
Arrow Right

Principal Global Business Services Process Specialist

The Principal Global Process Specialist is a highly skilled subject matter exper...
Location
Location
South Africa , Johannesburg
Salary
Salary:
Not provided
nttdata.com Logo
NTT DATA
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Strong communication and interpersonal skills
  • Strong analytical skills
  • Broad knowledge of process mapping and Signavio
  • Requirements gathering and analysis techniques
  • Ability to work independently
  • Knowledge of sales tools (Salesforce - CRM, CPQ – Quoting) and data integration concepts
  • Strong ability to learn and adapt
  • Seasoned knowledge of business process improvement methodologies such as Lean, Six Sigma, or Business Process Reengineering
  • Broad knowledge of the Op2O process (Sales, Quoting and Order Management)
  • Problem-solving mindset
Job Responsibility
Job Responsibility
  • Lead projects to simplify, standardise and improve processes
  • Conduct As-Is analysis to identify process gaps
  • Partner with stakeholders to gather and translate business requirements
  • Assist with identification of business process improvements through data analysis
  • Identify cross-regional synergies and improvements
  • Prepare detailed process diagrams and documentation
  • Engage with stakeholders and facilitate sessions
  • Assist with implementation of projects related to business process improvement
  • Support maintenance of process documentation
  • Review documentation periodically with GPOs and GBS service providers
  • Fulltime
Read More
Arrow Right

Deal Desk Specialist

We are looking for a self-motivated trusted advisor to the sales management who ...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
jfrog.com Logo
JFrog
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3 years of proven success in a Deal Desk function or other direct sales support role
  • MBA or Master’s Degree in Finance or Economics
  • Experience with Salesforce and CPQ
  • Strong understanding of Annual Recurring Revenue (ARR), revenue recognition and order process principles
  • Experience working with enterprise software sales teams
  • Excellent team player and effective communicator with all levels of management and cross-functional organizations
  • Self driven with strong business acumen, strong reporting and analytics skills, troubleshooting and problem-solving
  • High attention to detail is required to ensure accuracy in complex deal structures
  • Highly organized, customer-focused, innovative and strong attention to detail
  • Ability to multitask and prioritize at times of high volume, schedule flexibility during End of Month, End or Quarter
Job Responsibility
Job Responsibility
  • Be the trusted advisor to the Sales leadership and team, collaborating on pricing and commercial terms for non-standard transactions
  • Be a subject matter expert on sales and revenue compliance policies and advise Account Executives on alternative compliant contract options
  • Partner with the Revenue, Finance, Legal and Sales Ops teams, to review or address revenue recognition concerns, Finance and billing issues, special terms, and pricing for non-standard deals
  • Own day-to-day quote management and pricing approvals, ensuring compliance with sales and business approval policies
  • Perform analysis on nonstandard and discounted deals
  • Present analyses of deals to decision-makers in a clear and concise fashion that enables them to make a quick and informed decision
  • Acts as a point of escalation for deal-related matters
  • Serve as a gatekeeper to the senior management by reviewing requests before they are escalated
  • Develop robust and repeatable deal processes, identifying process improvement and automation simplifying
  • Provide sales training and enablement of quoting, pricing and processes
  • Fulltime
Read More
Arrow Right

Salesforce CPQ Solution Architect

We are currently seeking a Salesforce CPQ Solution Architect to join our team in...
Location
Location
United States , Santa Clara
Salary
Salary:
122648.00 - 283906.00 USD / Year
nttdata.com Logo
NTT DATA
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 8+ years experience in Salesforce enterprise architecture frameworks and integration patterns
  • 8+ years hands-on CPQ in SA or lead developer role
  • 8+ Salesforce CPQ (Steelbrick / SBQQ)
  • 8+ years experience in price rules, product rules, discount schedules, block pricing
  • 8+ years experience in Quote line architecture design for high-volume, multi-product environments
  • 8+ years experience in Advanced approval processes, subscription products, and amendment/renewal flows
  • 8+ years of experience in CPQ integration with ERP, rebate platforms, and external configurators via REST / MuleSoft
  • 8+ years of experience in CPQ security model: SBQQ permissions, FLS, Experience Cloud access, price masking by role
  • 8+ years of experience in Apex: trigger frameworks, batch/queueable jobs, governor limit management
  • 8+ years of experience in Flow Builder: automation design and legacy Process Builder migration
Job Responsibility
Job Responsibility
  • Own end-to-end CPQ solution architecture: quote lifecycle, pricing rules, BOM generation, approval routing, and quote-to-order handoff
  • Lead design decisions for complex pricing scenarios including special pricing guardrails, milestone-based rebate repricing, and configurator-driven BOM integration
  • Produce solution design documents, data flow diagrams, integration specifications, and CPQ configuration guides
  • Design role-based security: field-level masking, Experience Cloud sharing rules, permission set strategy, and OEM/partner data isolation
  • Provide technical governance on Apex, Flow, SOQL optimization, and governor limit strategy across CPQ and portal workstreams
  • Guide CPQ-to-Order integration ensuring clean, traceable handoff to downstream financial systems
  • Serve as primary technical point of contact between the delivery team and client stakeholders during design and build phases
  • Facilitate solution design workshops to clarify scope, resolve ambiguous requirements, and produce documented architecture decisions
  • Ensure 85%+ unit test coverage, validate CPQ configuration integrity across environments, and own technical risk identification
  • Fulltime
Read More
Arrow Right

Senior Deal Desk Specialist

Fivetran is building data pipelines to power the modern data stack for thousands...
Location
Location
United States , Oakland
Salary
Salary:
154048.00 - 192560.00 USD / Year
fivetran.com Logo
Fivetran
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Experience working directly with high volume as well as complex sales teams in a supportive capacity
  • Proven success in SaaS/B2B Industry, Deal Desk, Sales Operations supporting large enterprise customers/prospects
  • Expertise in navigating revenue recognition requirements in private/publicly held companies, including experience partnering with Revenue leadership on deal structures optimizing revenue recognition compliance
  • Experience advising sales on complex deal structures, contract terms, etc.
  • Prior deal desk, or sales operations experience required
  • Ability to work extended hours at end of month and end of quarter
  • Experience using Salesforce, Salesforce CPQ, and Ironclad or comparable CLM software
  • Ability to work independently in fast paced environment
  • Demonstrated capability to build strong working relationships with internal business units
  • Strong customer service skills and a great attitude
Job Responsibility
Job Responsibility
  • Act as a liaison for sellers between multiple groups (ie: sales ops, finance, product, sales leadership, legal) to help facilitate timely and accurate deal closure
  • Manage complex, nonstandard, predominantly Enterprise deals with multiple cross-functional partners
  • Provide guidance to Account Executives/Sales Management on deal structures in order to meet customer requirements and maximize ARR
  • Partner with Finance and Legal teams to craft contractual language to ensure transactions comply with revenue recognition and business operational policies
  • Manage quote and contract approval workflows for pricing, discounts and special terms for the sales teams using Deal Desk established guidelines and company best practices
  • Maintain an agreed upon Service level agreement (SLA) on approvals and deal review times
  • Perform month-end and quarter-end closing activities to ensure completeness and accuracy of contracts, order forms and other document review and reporting
  • Participate in training activities for new quote and contracting processes for the sales organization
  • Identify and support process improvement efforts to streamline current procedures
  • Cross-train with other Deal Desk functions to provide global coverage of quote, contracting and order management functions
What we offer
What we offer
  • 100% employer-paid medical insurance
  • Generous paid time-off policy (PTO), plus paid sick time, inclusive parental leave policy, holidays, and volunteer days off
  • RSU stock grants
  • Professional development and training opportunities
  • Company virtual happy hours, free food, and fun team-building activities
  • Monthly cell phone stipend
  • Access to an innovative mental health support platform that offers personalized care and resources in areas such as: therapy, coaching, and self-guided mindfulness exercises for all covered employees and their covered dependents
  • Fulltime
Read More
Arrow Right

Deal Desk Specialist

The Deal Desk team is an integral piece of Quote-to-Cash at Zuora and the Zuora-...
Location
Location
United States , Foster City
Salary
Salary:
88000.00 - 131900.00 USD / Year
zuora.com Logo
Zuora
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 1-3 years Deal Desk, Finance, Bid Management, Sales Operations and/or Orders Management background
  • Demonstrated ability to work effectively in a team environment with diverse stakeholders across Finance, Sales, Pricing, Legal, Systems and drive consensus to meet deadlines
  • Ability to analyze, model and recommend the best course of action for complex pricing, negotiations, and quantitative experience required
  • Knowledge of the end-to-end Quote-to-Cash process, experience with Salesforce and CPQ preferred
  • Strong organizational and execution skills and ability to manage competing priorities
  • Understanding of software revenue recognition issues, including revenue recognition under ASC 606
  • Excellent analytical and problem solving skills to enable informed decision making
  • Ability to drive rapid, but fact-based decision-making with imperfect data
  • Ability to manage multiple variables / levers, and toggle approach within defined parameters based on customer needs and business objectives
  • Clear and thoughtful communicator with exceptional critical thinking skills
Job Responsibility
Job Responsibility
  • Within the first month: You will be provided introductions to specific cross-functional stakeholders, begin to build trust with them, and understand the nuances of each of their teams and processes and how they impact Deal Desk’s operations
  • You will be introduced to Zuora’s products, pricing, and contracts
  • You will assist with deal structures
  • By three months: You will build in-depth knowledge of Zuora’s products, pricing, and contracts
  • You will support sales in deal structures
  • You will understand Zuora’s quoting and approval process
  • You will assist in drafting and reviewing Order Forms
  • Within the first year: You will have an in-depth understanding of Zuora’s Deal desk operations
  • You will have an in-depth understanding of Zuora’s pricing and packaging structure
  • You will draft and review less complex Order Forms
What we offer
What we offer
  • Competitive compensation, bonus opportunities, and retirement programs
  • Comprehensive medical, dental, and vision coverage
  • Generous, flexible time off
  • Paid holidays, wellness days, and a company-wide year-end break
  • Paid parental leave
  • Learning & development stipend
  • Opportunities to give back, including volunteer time and donation matching
  • Mental wellbeing resources and support
  • Fulltime
Read More
Arrow Right