Job Mobz

Quote-to-Order Operations Specialist

Job Mobz

contract

Posted on:

Location Type: Remote

Location: California • United States

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Tech Stack

Cloud

About the role

  • 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-flight 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, Revenue Accounting, and Legal so the upstream process gets better over time.
  • Maintain process documentation so the playbook survives beyond any single person.

Requirements

  • 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 that's still being defined, and can tell the difference between 'this is ambiguous because we haven't decided yet' and 'this is ambiguous because something is broken'.
  • Strong candidates may also have hands-on experience with Salesforce, CPQ (ideally nue.io ), 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.
Benefits
  • All your information will be kept confidential according to EEO guidelines.
Applicant Tracking System Keywords

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

Hard Skills & Tools
data validationquote creationquote editscontract managementdata accuracyorder managementrevenue operationssales operationsdeal deskpricing models
Soft Skills
detail-orientedclear communicationdiplomaticability to work under pressureadaptabilityproblem-solvingprocess documentationpattern recognitioncollaborationtime management