Sales Operations Specialist
Lehi, United States On-site
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About the role
The Sales Operations Specialist plays a pivotal role in supporting the sales organization through quote management, deal structuring, and operational excellence. This position is responsible for reviewing and building quotes, ensuring pricing accuracy and policy compliance, and collaborating with sales, finance, and legal teams to structure complex deals. Additionally, the Analyst oversees the delivery of license files, distribution of purchase orders, and intake of incoming cases within the organization. This position maintains effective communication with various stakeholders, provides Salesforce support to sales teams, and ensures streamlined processes across quote-to-cash workflows. The Analyst is also responsible for documenting processes and continuously improving operational efficiency in these areas.
What you'll bring
- Bachelor's degree in Business, Finance, or a related field or equivalent experience
- Experience reviewing or building quotes, processing orders, or supporting sales teams
- Basic understanding of sales processes, quoting workflows, and contract terms
- Strong attention to detail and ability to work with data in spreadsheets (e.g., Excel, Google Sheets)
- Excellent written and verbal communication skills, with the ability to clearly explain quotes, pricing, and processes to sales teams and stakeholders
- High ethical standards and the ability to handle sensitive pricing and customer information confidentially
- Strong problem-solving abilities and eagerness to learn complex deal structures and pricing models
- Ability to manage multiple priorities and work effectively in a fast-paced environment
- Familiarity with CRM systems and CPQ (Configure, Price, Quote) tools
- 1-2 years of experience in sales operations, customer success, business operations, or related analytical roles
- Strong interpersonal skills and collaborative attitude with ability to work cross-functionally
- Demonstrated ability to learn technical systems quickly and adapt to changing business needs