Title Salesforce CPQ and Order Processing Specialist

2 - 6 years

0 Lacs

Posted:2 days ago| Platform: Shine logo

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On-site

Job Type

Full Time

Job Description

You are a detail-oriented and experienced Salesforce CPQ and Order Processing Specialist who will be joining ZeroFox's team in India. Your primary responsibility will be to support the sales team by creating accurate quotes in Salesforce CPQ and ensuring the precision of customer-signed orders before moving them to closed won status in Salesforce. Your role is crucial in maintaining smooth operations and requires a strong understanding of Salesforce CPQ, order processing, and exceptional attention to detail. Your key responsibilities will include: Quote Creation in Salesforce CPQ: - Collaborate with the sales team to generate precise and timely quotes utilizing Salesforce CPQ. - Customize product configurations, pricing, and discounts in alignment with customer needs and company policies. - Verify that all quotes comply with internal guidelines and standards before submission. Order Processing: - Review and validate customer-signed orders to confirm the presence of all required information and approvals. - Accurately transition orders to "Closed Won" status in Salesforce, ensuring all documentation is comprehensive. - Work closely with finance and legal teams to address any discrepancies or missing information before final order processing. Salesforce Administration: - Maintain accurate records in Salesforce, ensuring that all quotes and orders are current and compliant. - Assist in resolving issues related to Salesforce CPQ and order processing. - Provide continuous support to the sales team for any CPQ-related inquiries or training requirements. Reporting and Analysis: - Generate and analyze reports on quote creation, order processing timelines, and order accuracy. - Offer insights and recommendations to enhance the efficiency and accuracy of the quoting and order processing functions. Required Qualifications And Skills: - Bachelor's degree in Business, Information Technology, or a related field. - 2+ years of experience with Salesforce CPQ and order processing. - Strong understanding of Salesforce CRM, particularly in CPQ and Sales Cloud. - Detail-oriented with robust organizational and time management abilities. - Excellent communication skills and the capacity to collaborate effectively with cross-functional teams. - Ability to work independently and manage multiple tasks concurrently in a fast-paced setting. Desired Qualifications And Skills: - Salesforce CPQ Specialist certification. - Previous experience in a sales operations or sales support role. - Familiarity with billing, invoicing, and contract management processes.,

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