Key skills
SalesforceCRMStakeholder ManagementCommunicationCollaborationSales
About this role
Role Overview
- Conduct intake of complex sales opportunities to ensure completeness and readiness for review
- Collect, review, and validate supporting artifacts, including related agreements, previously approved pricing, and prior compliance or vetting reviews
- Manage collaboration with cross-functional stakeholders, including Contracts/Legal, Pricing, Compliance, Vetting, and Billing
- Act as the primary liaison between Sales and internal partners during deal structuring and approval
- Support Sales with follow-up items required to advance opportunities through approval workflows
- Track deal progress and dependencies, holding stakeholders accountable to timelines and SLAs
- Ensure all required approvals are secured, documented, and properly recorded before opportunities progress through sales stages and execution
- Identify recurring issues, bottlenecks, and quality gaps in deal execution. Recommend process improvements and opportunities for automation
Requirements
- 7+ years experience supporting complex B2B sales processes and/or deal governance
- Stakeholder management and communication skills
- High judgment, attention to detail, and ability to operate in ambiguity
- Ability to work independently with minimal supervision and as part of a team
- Experience with CRM systems (Salesforce preferred)
- Experience identifying and driving process improvement projects
Benefits
- Great compensation package and bonus plan
- Core benefits including full medical, dental, vision, and matching 401K
- Flexible work environment, ability to work fully remote, hybrid or in-office
- Flexible time off, including volunteer time off, vacation, sick, and 12-paid holidays