Ensure accurate entry into Salesforce, including product information, order discounts, terms, etc.
Analyze sales contracts to determine incentives earned for sales commissions and bonuses
Audit CaptivateIQ commission calculations as requested by Sales team
Work with the Customer Success team to manage renewal addendums for region, including drafting addendum, calculating current term, pricing, CPI/ISTAT, as needed.
Set up and maintain customer information and run monthly license, opportunity, forecasting reports in Salesforce
Prepare account reconciliations for Centric Software’s customers as needed
Prepare Salesforce dashboards and reports as needed
Collaborate with various teams such as Sales, Finance, Legal and License/Hosting teams on contract revisions, product delivery, project budgets
Collaborate with customers and the finance team to resolve billing inconsistencies or errors
Provide training to Sales team on Salesforce and CPQ processes
As part of Sales Operations team, act as CPQ admin to review and advise Sales team on quoting
Act as backup Salesforce admin to support European users
Ensure pipeline is updated to prepare License/Hosting team of potential orders, particularly at quarter end
Develop and define project roadmaps to optimize sales processes
Proactively reach out to various business units within the Company to ensure proper understanding of Centric Software’s deliverables and obligations to properly account for contract and revenue terms
Requirements
Ability and desire to learn new skills with an enthusiasm for acquiring systems knowledge
Good problem-solving skills and detail oriented
Excellent knowledge of MS office
In-depth knowledge of industry best practices
Ability to identify areas for improvement in existing processes, a strong plus
Excellent written and interpersonal communication skills and ability to communicate assertively
Demonstrated ability to take ownership for projects and drive to completion
Comfortable working in a fast-changing, fast-paced environment
Excellent teamwork, including the ability to interact with all organizational groups and levels
Salesforce admin experience, CPQ admin experience a plus
College degree a plus
Centric Software provides equal employment opportunities to all qualified applicants without regard to race, sex, sexual orientation, gender identity, national origin, color, age, religion, protected veteran or disability status or genetic information.
