Support stakeholders with the quoting and contracting process for direct and partner agreements offline or Salesforce CPQ, as appropriate.
Assist the Sales teams with deal crafting, strategies, and best practices to drive growth, deal velocity, and revenue.
Review basic contracts and terms to advise the field sales team on appropriate next steps and escalate as needed.
Proactively support the field sales team on opportunity management (creation, updating, closing).
Process closed contracts for all Business Units within Salesforce.com
Support internal lead to cash processes including (but not limited to) renewals, upsell and cross sell to prospects and existing clients.
Identify opportunities for process automation and optimization, with a focus on scalability and driving significant growth.
Troubleshoot and perform data audits to improve data integrity; investigate and resolve data discrepancies.
Participate in change management process. Drive communication efforts across relevant stakeholders and drive adoption.
Monitor and enforce system adoption, data compliance, and oversee governance.
Maintain and evangelize communication best practices for sales and sales support functions.
Own and deliver new process updates and projects, including ideation, requirement gathering, build, support, maintenance and success tracking.
Conduct ad hoc analysis as required.

Requirements

Bachelor’s Degree preferred
2-3 years’ of progressive relevant experience in a Sales Operations role preferred
Experience with enterprise SaaS solutions preferred
Strong analytical ability and able to prioritize multiple projects
Intermediate knowledge of Salesforce.com CRM and reporting required, knowledge of Salesforce CPQ preferred
Self-starter with a flexible, adaptable style and the ability to communicate with Sales team and various internal departments.
Proficient in Excel

Benefits

Flexible Personal Time Off (Vacation time)
401K match
Competitive healthcare, dental and vision insurance plans
Paid Parental Leave (Maternity and Paternity leave)
Employee Stock Purchase Program
Free access to Amwell’s Telehealth Services, SilverCloud and The Clinic by Cleveland Clinic’s second opinion program
Free Subscription to the Calm App
Tuition Assistance Program
Pet Insurance

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Salesforce CPQSalesforce.comdata auditsprocess automationdata integrityreportingExcelcontract reviewopportunity managementproject management

Soft Skills

analytical abilitycommunicationflexibilityadaptabilityprioritizationstakeholder managementproblem-solvingcollaborationchange managementevangelism

Certifications

Bachelor’s Degree