Overview
We are seeking a Sales Operations Specialist to support our sales team by managing the end-to-end Configure, Price, Quote (CPQ) process and ensuring data accuracy across our sales systems. You will play a key role in helping the team deliver accurate quotes, purchase orders, and invoices, while keeping our CRM up to date and ensuring a smooth sales cycle.
This role is ideal for someone who is detail-oriented, process-driven, and eager to contribute to the efficiency and success of the sales team. Training will be provided on all tools and processes.
Key Responsibilities
- Manage the full CPQ process (quoting, purchase orders, and invoicing) to support the sales cycle.
- Enter, update, and maintain accurate records in the CPQ tool and CRM system.
- Ensure quotes and documentation are accurate, timely, and aligned with sales processes.
- Identify and apply process workarounds when required, ensuring minimal disruption to sales activities.
- Collaborate with the sales team to support deal progression and provide operational assistance.
- Use Microsoft Excel for reporting, data validation, and supporting sales-related activities.
Preferred Skills & Experience
- Proficiency in Microsoft Excel (required).
- Familiarity with:
- CRM: HubSpot
- CPQ: MobileForce
- Accounting: QuickBooks
(experience in these tools is welcome but not required; training will be provided)
- Strong attention to detail and organizational skills.
- Ability to follow structured sales processes while adapting to exceptions.
- Effective communication skills and ability to work independently in a remote setting.
What We Offer
- Full-time remote role aligned to AEST business hours.
- Training and onboarding on all sales systems and tools.
- Exposure to global SaaS sales operations and CPQ processes.
- A collaborative and supportive team environment where your contributions directly impact sales success.
