Onboarding Specialist - Value Added Services
AppFolio
Salary
💰 $80,000 - $100,000 per year
Job Level
JuniorMid-Level
About the role
- Review customer Order Forms to ensure pricing, terms, and approvals are consistent with company policies
- Validate deal structures against internal playbooks, discount thresholds, and non-standard terms
- Partner with Sales, Finance, and Legal to resolve deal issues quickly
- Act as a point of contact for internal teams on Order Form processes and requirements
- Support the end-to-end deal desk workflow from submission to approval and prepare, clean, and finalize contracts for signature
- Maintain accurate records of approved Order Forms and deal terms in company systems and manage deal data in CRM/CPQ/CLM
- Generate reports and dashboards to support deal analysis and approvals
- Ensure deals comply with internal policies, regulatory requirements, and contractual standards and escalate risks appropriately
- Identify process gaps and propose improvements to streamline the deal cycle
- Report to the Lead Commercial Contract Manager and collaborate with Revenue Operations
Requirements
- Bachelor’s degree required (BA/BS highly preferred)
- 2–4 years of experience in deal desk, sales operations, contracts administration, or a similar role (preferably in SaaS)
- Familiarity with Order Form structures, pricing models, and approval workflows
- Strong attention to detail and ability to identify inconsistencies in contracts or financial terms
- Excellent communication and collaboration skills; comfortable working with Sales leadership and Legal
- Highly organized, with the ability to manage multiple priorities in a fast-paced environment
- Proficiency with Salesforce, CLM tools, or similar systems a plus
- Must be located within the United States (company only hires within the US)
- Candidates with strong organizational skills, attention to detail, and a desire to learn are encouraged; training and mentorship provided
