Sales Operations Specialist

Vasion

Sales Operations Specialist supporting quote management, deal structuring, and Salesforce workflows at Vasion, a document management software company. Improving license delivery, purchase-order distribution, and quote-to-cash processes.

Posted 8/7/2026full-timeLehi • Utah • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing sales operations processes, including quote building, order processing, and stakeholder communication. Proficient in Salesforce and CRM systems, with a strong focus on accuracy, compliance, and process improvement.

Highest-signal resume keywords

Salesforce ProficiencyQuote Building and ReviewProcess DocumentationAttention to DetailCross-Functional Collaboration

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Quote BuildingOrder ProcessingSales Process UnderstandingSpreadsheet Data ManagementPricing Compliance

Soft Skills

Excellent Communication SkillsProblem-Solving AbilitiesInterpersonal SkillsAdaptabilityAttention to Detail

Tools & Technologies

SalesforceCPQ ToolsExcelGoogle Sheets

Industry Keywords

Sales OperationsCustomer SuccessBusiness OperationsWorkflow ImprovementContract Terms

About the role

Key responsibilities & impact

Manage and oversee the entire process of delivering license files to customers
Ensure accurate and timely distribution of purchase orders to relevant departments
Handle intake of incoming cases, including logging, prioritizing, and assigning them to appropriate teams or individuals
Keep internal and external stakeholders informed about license file deliveries, PO distributions, and case intakes
Act as a central point of contact for process-related inquiries and issue resolution
Collaborate with the sales team to support activities in Salesforce
Assist with quoting, deal closing, and maintaining accurate customer records
Provide guidance and training on Salesforce-related tasks and processes
Review and approve quotes for accuracy, pricing compliance, and company-policy alignment
Build complex quotes with multi-product configurations, discount approvals, and non-standard terms
Collaborate with sales, finance, and legal teams to structure deals and resolve pricing or contractual issues
Ensure quote accuracy in Salesforce, including product selection, term lengths, and billing arrangements
Create and maintain process documentation
Identify, implement, and communicate process improvements to enhance workflow efficiency

Requirements

What you’ll need

Bachelor's degree in Business, Finance, or a related field or equivalent experience
Experience reviewing or building quotes, processing orders, or supporting sales teams
Familiarity with CRM systems, preferably Salesforce, and CPQ tools
Basic understanding of sales processes, quoting workflows, and contract terms
Strong attention to detail and ability to work with spreadsheet data in Excel or Google Sheets
Excellent written and verbal communication skills for explaining quotes, pricing, and processes
High ethical standards and 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 in a fast-paced environment
Preferred: 1–2 years of experience in sales operations, customer success, business operations, or related analytical roles
Preferred: strong interpersonal and cross-functional collaboration skills
Preferred: ability to learn technical systems quickly and adapt to changing business needs
Preferred: experience with process documentation or workflow improvement initiatives

Benefits

Comp & perks

Flexible work environment
Vacation Bonus
Flexible paid time off
Paid parental leave
Competitive pay
A full suite of traditional benefits
Training/Advancement opportunities
401k with company match and immediate vesting
Financial wellness education
Company-contributed HSA
Onsite perks include gym, pickleball, snacks & drinks, arcade, theater room, etc.