Sales Operations Specialist, Robert Half

Robert Half

Location:
United States, San Francisco

Category:
Sales

Contract Type:
Not provided

Salary:

Not provided

Save Job

Apply Position

Job Description:

This long-term contract position offers an opportunity to leverage your expertise in sales operations, order processing, and quoting within a dynamic environment. The role requires strong attention to detail and a proactive approach to managing sales processes and systems to ensure seamless operations.

Job Responsibility:

Manage all aspects of order processing, including quoting, pricing configurations, and ensuring accuracy in sales transactions
Utilize Salesforce CPQ to maintain and update opportunities, accounts, and sales records effectively
Collaborate with internal teams to negotiate pricing and configurations, ensuring alignment with organizational goals
Prepare and manage monthly and quarterly forecasts using tools such as Epic Clarity
Support quarter-end and year-end activities, including overtime work during peak periods to meet booking deadlines
Monitor and maintain sales data in systems like Kugamon, ensuring consistency and reliability
Coordinate with stakeholders to troubleshoot and resolve any issues related to quoting and order management
Ensure compliance with company policies and standards during all sales operations
Participate in holiday work schedules, excluding specific holidays, to meet business demands
Provide insights and recommendations to optimize sales operations and improve workflows

Requirements:

Minimum of 3 years of experience in sales operations or a related field
Proficiency in Salesforce CPQ with proven ability to manage opportunities and accounts
Familiarity with forecasting tools such as Epic Clarity and quoting systems like Kugamon
Strong understanding of pricing configurations and negotiating strategies
Ability to work extended hours during peak periods, including quarter-end and year-end deadlines
Excellent attention to detail and organizational skills to manage complex sales processes
Effective communication and collaboration skills to work across teams and stakeholders
Commitment to meeting deadlines and delivering high-quality results in a fast-paced environment

What we offer:

medical, vision, dental, and life and disability insurance
eligible to enroll in company 401(k) plan

Additional Information:

Job Posted:
June 17, 2025

Employment Type:

Fulltime

Work Type:

On-site work

View All Jobs In This Company

Job Link Share:

Sales Operations Specialist