Salesforce · 1 week ago
Sales Operations Specialist
Indianapolis, IN
Full-time
Hybrid
Entry, Mid Level
2+ years expSalesforce is the #1 AI CRM, dedicated to driving customer success through innovation. The Sales Operations Specialist role involves providing Quote-to-Cash support and guidance to account teams, ensuring compliance with revenue and company policies while fostering strong relationships across various internal departments.
Agentic AIArtificial Intelligence (AI)Cloud ComputingCRMSaaSSales EnablementSoftware
Responsibilities
Provide Quote-to-Cash support and guidance to Account Executives (AEs) and Renewal Managers to help execute Sales/Renewal transactions
Establish strong relationships with Sales, Renewals, Customer Support Managers, Collections, Adjustments, Compensation, Rev Rec., Legal, and other internal resources as appropriate
Answer and advise on process & policy questions and effectively communicate requirements to AEs
Assist Sales Team in quoting, or creating contracts/orders when required
Partner with internal Pricing, Revenue Recognition, Collections, and Legal teams on deal execution as well as advise on negotiations and any customer satisfaction issues
Assist AEs in addressing customer satisfaction inquiries related to contracts/invoices and product issues, through account research and feedback
Work with Sales and Collections to assist with deconstruction and resolution of complex billing issues
Assist with onboarding of new team members
Apply knowledge, skills and judgment to make difficult decisions and resolve issues
Possess strong level of Salesforce application expertise
Actively participate in new process development and process improvement projects, as well as other ad hoc projects
Work independently on assignments and escalations that are diverse in scope, requiring seasoned judgment in resolving issues, making recommendations, and providing guidance
Challenge legacy policies and procedures that complicate quote, order, invoice, credit, commissions, and revenue processing, and formulate creative solutions or work-around based on that analysis
Share best practices with and provide cross training for peers, team members and outside business units to enhance the quality and efficiency of support and contribute to the knowledge base
Perform calculations as required, related to contract replacement comparisons, credits, and restructures
Ensure all approval requests have been properly documented in accordance to Sales Operations processes, escalated to the appropriate approval level, and resolved within SLA
Qualification
Required
Bachelors degree or equivalent combination of education and experience
2+ years customer order management, sales operations, or sales/customer support experience
Contract structuring and Commission Calculation experience
Preferred
Excellent interpersonal skills; ability to articulate verbally and written, willingness to appropriately debate difficult issues; ability to think quickly
Demonstrated participation in process improvement initiatives and/or project management experience
Ability to excel in a fast growing/fast paced environment delivering accuracy while managing to deadlines where adaptability is imperative
Ability to understand broader business and financial issues, juggle multiple projects and tasks, and to work with deadlines and in a fast paced environment
Extreme attention to detail
Ability to clearly articulate case resolutions and actions required by Account Executives
Able to use Microsoft suite of tools effectively
Salesforce CRM experience a plus
Demonstrated initiative
Ability to analyze problems quickly and seek out solutions to achieve optimum outcomes in case resolution
Ability to work independently
Benefits
Time off programs
Medical
Dental
Vision
Mental health support
Paid parental leave
Life and disability insurance
401(k)
Employee stock purchasing program
Company
Salesforce
Salesforce is a cloud-based software company that provides customer relationship management software and applications.
10001+ employees
H1B Sponsorship
Salesforce has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1883)
2024 (2296)
2023 (1850)
2022 (2849)
2021 (2124)
2020 (1960)
Funding
Current Stage
Public CompanyTotal Funding
$65.38MKey Investors
Starboard ValueEmergence CapitalHalsey Minor
2022-10-18Post Ipo Equity
2004-06-23IPO
2003-01-01Series Unknown· $1M
Leadership Team
Arundhati Bhattacharya
Chairman & Ceo Salesforce India
Kendall Collins
CEO, GovCloud - Salesforce
Recent News
2026-01-25
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