Own the full lifecycle of promotional codes in Salesforce — from creation to retirement, ensuring every code is applied within approved parameters, audited regularly, and never becomes a source of revenue leakage.
Keep standard pricebooks in Fullbay accurate and current, incorporating product updates, new SKUs, and pricing tier changes so that every quote and order reflects approved rates.
Coordinate and execute the downsell workflow from initiation to system update: validate eligibility, obtain required approvals, update subscription records, and confirm downstream systems reflect the change.
Maintain a clean audit trail.
Maintain data integrity across CRM and billing systems by running regular reconciliation checks on subscription records, product configurations, and account data — catching and resolving discrepancies before they surface in reporting or invoicing.
Build and manage custom pricebooks for non-standard commercial agreements.
Track ramping schedules (multi-year escalators, usage-based tiers, step-up pricing) and ensure each stage is executed on time and recorded accurately.
Process new customer orders accurately and on time, reviewing each deal for completeness, flagging missing data early, and partnering with Sales to resolve issues before close — enabling a clean handoff from closed-won to onboarding.
Follow and help improve Deal Desk SOPs.
Escalate non-standard deals requiring RevOps or Finance approval.
Maintain documentation standards and contribute to a scalable, low-friction deal process.
Requirements
2+ years of experience in operations, preferably within Marketing, Sales, or Client Services.
Experience identifying process gaps and contributing to SOP improvements in a structured operational environment.
Experience with performance metrics, data analysis, and reporting.
Familiarity with CRM, marketing automation, and project management tools.
Experience working in a SaaS or tech-driven environment.