• Oversee the full opportunity-to-booking lifecycle, ensuring all transactions align with corporate policies, booking requirements, and operational standards.
• Serve as a trusted advisor to Sales teams, providing guidance on account management, opportunity administration, and complex quoting processes to accelerate deal velocity.
• Proactively identify and resolve roadblocks in the deal lifecycle, ensuring compliance and accuracy, particularly during high-volume periods such as month-end, quarter-end, and year-end close.
• Troubleshoot Salesforce and Salesforce CPQ system errors, perform root-cause analysis, and maintain high data quality through proactive cleansing and enrichment initiatives.
• Partner with Partner Operations, Distribution Operations, Order Management, Finance, and Sales Operations to ensure seamless transaction processing and revenue recognition.
• Maintain documentation of recurring challenges to identify and implement process improvements that drive operational efficiency and system adoption.
• Reconcile sales transactions against reported bookings to ensure data integrity and provide clear, actionable direction for non-compliant order remediation.

Minimum Qualifications

• Bachelor’s degree in Business, Finance, Operations, Information Systems, or equivalent practical experience.
• Proven experience supporting SaaS or software technology sales organizations.
• Advanced expertise in Salesforce and Salesforce CPQ (Configure, Price, Quote).
• Strong background in Deal Operations, Sales Operations, Revenue Operations, or Order Management.
• Comprehensive understanding of the opportunity-to-booking process, deal lifecycle management, and revenue recognition requirements.
• Familiarity with partner sales models, distribution channels, and complex order management workflows.
• Ability to maintain consistent coverage during North American business hours and collaborate effectively across multiple U.S. time zones.
• Flexibility to provide dedicated support during critical business cycles, including month-end, quarter-end, and year-end financial close activities.

Preferred Qualifications

• Demonstrated ability to perform complex data analysis, validate transaction accuracy, and identify systemic issues.
• Strong problem-solving skills with a focus on investigating system behaviors and driving root-cause resolution.
• Proven track record of identifying inefficiencies and implementing scalable process enhancements.
• Excellent verbal and written communication skills with the ability to influence cross-functional stakeholders.
• Ability to manage multiple high-priority tasks simultaneously in a fast-paced, dynamic environment.
• Proven ability to maintain high quality of work and customer service standards under pressure.
• Ability to work autonomously while maintaining a collaborative, team-oriented mindset.