Quote-to-Order Operations Specialist

Our well known AI Clients revenue is growing quickly and the infrastructure that moves a quote to a signed order form to provisioned needs to keep pace. Were looking for a Quote-to-Order Operations Specialist to own the critical handoff point in our commercial pipeline the moment where contract data gets validated cleaned and passed downstream to provisioning and billing. Youll sit at the intersection of GTM Revenue Operations Revenue Accounting and Legal acting as the quality gate that ensures what was sold matches what gets activated. Day-to-day youll review quotes and order forms for accuracy triage inbound redline requests validate contract data in Salesforce before it flows to down stream systems and help sales reps navigate deal policies as they evolve. Youll also own a meaningful back fill project: bringing our historical contract data up to the same standard well hold new deals to going forward. This is a run-the-business role with real teeth. The SLAs are tight the deal volume is growing and the downstream systems depend entirely on the data you certify. If you like being the person who makes sure things are right before they ship and youre energized rather than exhausted by cross-functional coordination this r le is built for you.

Responsibilities

• Validate contract data in Salesforce and the Price Sheet before opportunities hand off to OrderManagement for provisioning you are the control point that ensures commercial terms pricing OrgUUIDs and commit structures are accurate and complete
• Triage inbound order form redline requests: resolve in-scope edits (customer info term dates commercial terms payment terms minor cleanup)
• Directly and escalate out-of-scope items to Legal same-day to protect turnaround SLAs Review and approve quote creation quote edits and new Org UUID requests
• Support commit reviews during data migrations
• Guide Account Executives through deal policy unified discounts ramp structures approval paths and help transition in-fl ght deals from legacy quote formats to new ones.
• Drive a historical data backfill efforts to bring all existing contracts up to the validation standard applied to new deals.
• Track patterns in the errors and escalations you see and surface them to Revenue Operations RevenueAccounting and Legal so the upstream process gets better over time Maintain process documentation so the playbook survives beyond any single person

Qualifications :

• Have 3 years in deal desk order management revenue operations sales operations or a similar role where you owned data accuracy in a quote-to-cash workflow.
• Are genuinely detail-oriented not as a personality trait you list on a resume but as something colleagues would say about you unprompted.
• Can read an order form and a Salesforce opportunity side-by-side and spot where they disagree.
• Communicate clearly and diplomatically with sales reps who are under quota pressure and with legal and accounting partners who have their own constraints.
• Move quickly without cutting corners you understand that a tight SLA and a high accuracy bar are both non-negotiable.
• Are comfortable operating in a process thats still being defined and can tell the difference between this is ambiguous because we havent decided yet and this is ambiguous because something is broken
• Strong candidates may also have hands-on experience with Salesforce CPQ (ideally ) Ironclad DocuSign or similar quoting and contract tools.
• Exposure to consumption-based or usage-based pricing models commits ramps drawdowns true-ups.
• Experience at a high-growth SaaS or cloud company where the process you ran at the start of the year looked nothing like the one you ran at the end.
• A track record of handling order form or contract redlines without needing legal review for every change

Additional Information :

All your information will be kept confidential according to EEO guidelines.

Remote Work :

Yes

Employment Type :

Full-time