Raptor Technologies - Sales Operations Coordinator (Temp)
Requirements
• Familiarity with Salesforce Revenue Cloud and/or Salesforce CPQ • Experience with Gong • Proven ability to partner seamlessly with Contracts, Legal, Finance (or comparable teams) to resolve process questions and ensure all stakeholders are aligned. • Demonstrated track record of authoring standard operating procedures and streamlining workflows—ideally reducing cycle times (e.g., as seen with material-creation optimizations). • Strong data-analysis aptitude (e.g., using Excel, Power BI) and high attention to detail, ensuring ≥ 98 % quote-accuracy rates. • Clear, concise written and verbal communication—capable of drafting playbook updates, conveying status to Sales reps, and coordinating multi-department handoffs. • Self-starter who can juggle multiple concurrent quote requests, prioritize by deal size or close date, and ask clarifying questions when needed. • Comfortable with ARR concepts, contract terms (annual vs. multi-year), and basic billing configurations—able to translate Sales requirements into CPQ‐compatible specs. • Experience leveraging Lean Six Sigma or similar methodologies to reduce process cycle times (e.g., 80 % cycle time reduction on legacy systems). • Familiarity with building dashboards (Power BI or Excel pivot tables) to track process KPIs—such as quote turnaround or error rates. • Experience working in NetSuite, SAP, Oracle, or similar ERP environments—understanding data accuracy and integrity across cross-functional systems. • Prior exposure to K-12 or higher-ed SaaS subscription dynamics, including funding cycles and seasonality.
Responsibilities
• Quote Creation & Delivery • Configure Salesforce CPQ quotes from Sales inputs (products, quantities, term lengths), ensuring line-item subscription ARR is correctly calculated. • Generate and distribute final quote documents (PDF/Word) to Sales reps within the agreed SLA (typically < 24 business hours). • Cross-Functional Coordination • Liaise with Contracts to confirm that all standard SLAs, T&Cs, and contract language are reflected in each quote as needed. • Work with Legal on any special contract language or exceptions, documenting and routing those items promptly as required. • Partner with Finance to validate billing frequencies, subscription tiers, and revenue details before quote issuance on demand. • Quote Validation & Process Compliance • Conduct detailed reviews of each quote for completeness—verifying product configurations, term selections, and discount accuracy. • Document any manual adjustments or exceptions (e.g., custom discount reasons) in Salesforce. • Documentation & Process Improvement • Author clear, step-by-step operating procedures for CPQ processes, drawing on experience with SOPs and process optimization. • Maintain version control of quote templates and CPQ configuration guides, ensuring the latest standards are always in use. • Identify recurring pain points or process gaps; recommend and help implement small enhancements (e.g., field-level help text in CPQ) to reduce quote errors and accelerate turnaround. • Sales Support & Communication • Serve as a primary CPQ resource for Sales reps—answering questions about bundling rules, term options, and standard discount guidelines. • Provide timely status updates on quote progress, including approvals pending with Contracts, Legal, or Finance. • Escalate critical issues (e.g., missing approvals, pricing mismatches) proactively to Sales Operations leadership.
Benefits
• You join the gold standard in school safety software. • You will join a company where innovation and customer collaboration are part of what drives new product development to help keep kids safe. • You will work with diverse teams made up of some of the best minds in the industry. • You will get exposure to strong mentorship and leadership that have supported a long history of career advancement opportunities for our employees. • Due to the high volume of applications we receive, we are unable to personally respond to every applicant or provide individual feedback. Candidates selected to move forward will be contacted directly by our team. We appreciate your interest in Raptor Technologies. • If you are a resident of California, Colorado, New Jersey, New York or Washington, please reach out to [email protected] for a reasonable estimate of annual base compensation and any eligible incentive compensation. The actual compensation offered to successful candidates for roles may be higher or lower, based on non-discriminatory criteria including but not limited to relevant professional experience, geographic location, knowledge, skills, and abilities. This range will be reviewed on a regular basis.
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