Validate contract data in Salesforce and the Price Sheet before opportunities hand off to OrderManagement for provisioning — you are the control point that ensures commercial terms, pricing, OrgUUIDs, and commit structures are accurate and complete.
Triage inbound order form redline requests: resolve in-scope edits (customer info, term dates, commercial terms, payment terms, minor cleanup).
Directly, and escalate out-of-scope items to Legal same-day to protect turnaround SLAs.
Review and approve quote creation, quote edits, and new Org UUID requests.
Support commit reviews during data migrations.
Guide Account Executives through deal policy — unified discounts, ramp structures, approval paths —and help transition in-flight deals from legacy quote formats to new ones.
Drive a historical data backfill efforts to bring all existing contracts up to the validation standard applied to new deals.
Track patterns in the errors and escalations you see, and surface them to Revenue Operations, Revenue Accounting, and Legal so the upstream process gets better over time.
Maintain process documentation so the playbook survives beyond any single person.

Have 3+ years in deal desk, order management, revenue operations, sales operations, or a similar role where you owned data accuracy in a quote-to-cash workflow.
Are genuinely detail-oriented — not as a personality trait you list on a resume, but as something colleagues would say about you unprompted.
Can read an order form and a Salesforce opportunity side-by-side and spot where they disagree.
Communicate clearly and diplomatically with sales reps who are under quota pressure and with legal and accounting partners who have their own constraints.
Move quickly without cutting corners — you understand that a tight SLA and a high accuracy bar are both non-negotiable.
Are comfortable operating in a process that's still being defined, and can tell the difference between 'this is ambiguous because we haven't decided yet' and 'this is ambiguous because something is broken'.
Strong candidates may also have hands-on experience with Salesforce, CPQ (ideally nue.io ), Ironclad, DocuSign, or similar quoting and contract tools.
Exposure to consumption-based or usage-based pricing models — commits, ramps, drawdowns, true-ups.
Experience at a high-growth SaaS or cloud company where the process you ran at the start of the year looked nothing like the one you ran at the end.
A track record of handling order form or contract redlines without needing legal review for every change.

Quote-to-Order Operations Specialist

Key skills