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Title Team Lead - Salesforce CPQ and Order Processing Specialist

5 - 9 years

0 Lacs

Posted:1 day ago| Platform: Shine logo

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Job Type

Full Time

Job Description

ZeroFox is currently seeking a detail-oriented and experienced Team Lead to join our team in India as a Salesforce CPQ and Order Processing Specialist. In this role, you will play a crucial part in supporting our sales team by managing quote creation in Salesforce CPQ and ensuring the accuracy of customer-signed orders before processing them to closed won in Salesforce. The ideal candidate will possess a strong understanding of Salesforce CPQ, order processing, and a keen eye for detail to facilitate smooth operations. As a Team Lead, your responsibilities will include: - Assisting the sales team in generating accurate and timely quotes using Salesforce CPQ. - Customizing product configurations, pricing, and discounts in alignment with customer requirements and company policies. - Ensuring all quotes adhere to internal guidelines and compliance standards before submission. - Reviewing and verifying customer-signed orders to ensure all necessary information and approvals are in place. - Accurately moving orders to "Closed Won" status in Salesforce, ensuring all documentation is complete. - Collaborating with the finance and legal teams to address any discrepancies or missing information before final order processing. - Maintaining accurate records in Salesforce, ensuring all quotes and orders are up-to-date and compliant. - Assisting in troubleshooting and resolving issues related to Salesforce CPQ and order processing. - Providing ongoing support to the sales team for any CPQ-related queries or training needs. - Generating and analyzing reports on quote creation, order processing timelines, and order accuracy. - Offering insights and recommendations to enhance the efficiency and accuracy of the quoting and order processing functions. Qualifications and Skills: - Bachelor's degree in Business, Information Technology, or a related field. - 5+ years of experience with Salesforce CPQ and order processing. - Strong understanding of Salesforce CRM, particularly in the areas of CPQ and Sales Cloud. - Detail-oriented with strong organizational and time management skills. - Excellent communication skills and the ability to work effectively with cross-functional teams. - Ability to work independently and manage multiple tasks simultaneously in a fast-paced environment. Desired Qualifications and Skills: - Salesforce CPQ Specialist certification. - Experience in a sales operations or sales support role. - Familiarity with billing, invoicing, and contract management processes.,

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