Team Lead - Salesforce CPQ and Order Processing Specialist

5 - 9 years

0 Lacs

Posted:2 days ago| Platform: Shine logo

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On-site

Job Type

Full Time

Job Description

As a detail-oriented and experienced Team Lead at ZeroFox, you will be leading the Salesforce CPQ and Order Processing Specialists team in India. Your primary responsibility will be to support the sales team by creating quotes in Salesforce CPQ and ensuring the accuracy of customer-signed orders before transitioning them to closed won status in Salesforce. Your expertise in Salesforce CPQ, order processing, and keen attention to detail will play a crucial role in ensuring smooth operations. Your key responsibilities will include: - Creating quotes in Salesforce CPQ, assisting the sales team in generating precise and timely quotes, customizing product configurations and pricing, ensuring alignment with customer requirements and company policies, and maintaining compliance with internal guidelines and standards. - Overseeing the order processing function, reviewing and validating customer-signed orders, transitioning orders to "Closed Won" status in Salesforce with complete documentation, and collaborating with finance and legal teams to address discrepancies or missing information. Your role will involve Salesforce administration tasks such as maintaining accurate records, troubleshooting and resolving issues related to Salesforce CPQ and order processing, and providing continuous support to the sales team for any CPQ-related queries or training needs. You will also be responsible for reporting and analysis, including generating and analyzing reports on quote creation, order processing timelines, and order accuracy. Your insights and recommendations will be crucial for enhancing the efficiency and accuracy of the quoting and order processing functions. To be considered for this role, you should have: - A Bachelor's degree in Business, Information Technology, or a related field. - At least 5 years of experience in Salesforce CPQ and order processing. - Strong understanding of Salesforce CRM, particularly in CPQ and Sales Cloud. - Detail-oriented nature, organizational skills, time management abilities, excellent communication skills, and capacity to collaborate effectively with cross-functional teams. - Ability to work independently, manage multiple tasks simultaneously in a fast-paced environment. Desired qualifications and skills for this role include: - 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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