As a Sales Operations Contractor, you will support the Revenue Operations team by auditing and reviewing data in preparation for booking. This person will help drive effective reporting and data entry. Your responsibilities will include, but are not limited to: ensuring accurate data for each sales opportunity and quote in GSheets and Salesforce, flagging and correcting discrepancies based on order form information and existing data, partnering with Deal Desk to address issues and determine corrective amendments, as well as resolving any issues flagged by the Finance team.

Note: We’re currently looking for a contractor and this will require a 1099 relationship.

What You'll Do:

- Manually review our current customer contracts and outline their current product entitlements including quantity and pricing.
- Track all information in google sheets for team to upload to SFDC
- Review account data from SFDC and update relevant firmographic information that we can use to better target projects
- Database clean up (including contact and account merging, deletion and updating)
- Perform data quality checks in Salesforce for each opportunity and quote to ensure all records meet requirements
- Work closely with our Deal Desk Order Manager, Rev Ops Database Manager, Bus Ops Team and Finance to address booking issues and to identify areas for improvement
- Serve as the “last line of defense” prior to hand off of booked order to Finance for invoicing
- Any other tasks that may be assigned to help the company meet its goals

What You'll Bring:

- 1+ year(s) of experience in a Order Management/Data Operations role
- Experience with CRM and CPQ tools - preferably Salesforce
- Self-sufficient and self-managed, especially during crunch time
- Detail-oriented and analytical thinking
- Willingness and eagerness to learn with a team player attitude
- Flexibility and ability to work and adapt to change in a fast-paced environment

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About FloQast www.floqast.com

Recognized as a 2021 Technology Fast 500 by Deloitte, FloQast is the leader in accounting workflow automation created by accountants for accountants. The cloud-based, AI-enhanced software is trusted by more than 1,600 accounting teams, including those at Snowflake, Twilio, Instacart, Zoom, and The Golden State Warriors. In July 2021, FloQast raised a $110 million Series D at a $1.2 billion valuation — and we’re growing!

What We Do

By automating common accounting workflows and helping to streamline and make them more efficient, FloQast is the place where accounting teams want to work so they can focus on what matters most, even when that’s just logging off on time. Whether automating reconciliations, documentation requests, or streamlining recurring accounting processes, such as the month-end close, financial reporting, or payroll, FloQast enhances the way accounting teams already work to help them operate more efficiently.

Here’s Why You Should Apply

When we say our customers’ success is our priority, we’re not lying. Check us out on G2 Crowd and read a few of the 275+ 5-star reviews!

Why do 95% of reviewers on Glassdoor say they would refer FloQast as an employer to a friend? Maintaining a collaborative, open, and fun company culture regardless of where FloQasters are located can be tricky, but we’re up to the task. Check out what actual FloQast employees have to say on Glassdoor.

FloQast offers competitive compensation, stock options, full benefits, and a positive and supportive work environment

FloQast is regularly rated as one of the best places to work:
Inc. Magazine’s Best Workplaces in 2021
Best Places to Work by LA Business Journal since 2017
Built In’s Best Place to Work in Los Angeles since 2018

Don't meet every single requirement listed on the job ad? We encourage you to consider applying anyway! You may be the right candidate for this role or for our other open roles.

FloQast, Inc is committed to operating fair and unbiased recruitment procedures allowing all applicants an equal opportunity for employment, free from discrimination on the basis of religion, race, sex, age, sexual orientation, disability, color, ethnic or national origin, or any other classification as may be protected by applicable law. We aim to recruit the right people for the jobs we have to offer, and to assess applications on the basis of relevant skills, education, and experience. We welcome people of different backgrounds, experiences, abilities and perspectives. We are an equal opportunity employer and strive to provide a professional and welcoming workplace for all employees.

If you are a Colorado, Connecticut, or New York City resident, please contact us by emailing hiring@floqast.com to receive compensation and benefits information for this role. Please include the job title in the subject line of the email

FloQast

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