Opportunity Overview
ZeroFox seeks a detail-oriented and experienced Salesforce CPQ and Order Processing
Specialist to join our team in India. This role is essential in supporting our sales team by
handling quote creation in Salesforce CPQ and ensuring the accuracy of customer-signed
orders before processing them to closed won in Salesforce. The ideal candidate will have a
strong understanding of Salesforce CPQ, order processing, and a keen eye for detail to
ensure smooth operations.
Requirements
Role and responsibilities
- Quote Creation in Salesforce CPQ:
o
▪ Assist the sales team in generating accurate and timely quotes using
Salesforce CPQ.
▪ Customize product configurations, pricing, and discounts in alignment
With Customer Requirements And Company Policies.
▪ Ensure all quotes adhere to internal guidelines and compliance
standards before submission.
o
▪ Review and verify customer-signed orders to ensure all necessary
information and approvals are in place.
▪ Accurately move orders to "Closed Won" status in Salesforce,
ensuring all documentation is complete.
▪ Collaborate with the finance and legal teams to address any
discrepancies or missing information before final order processing.
- Salesforce Administration:
o
▪ Maintain accurate records in Salesforce, ensuring all quotes and
orders are up-to-date and compliant.
▪ Assist in troubleshooting and resolving issues related to Salesforce
CPQ and order processing.
▪ Provide ongoing support to the sales team for any CPQ-related
queries or training needs.
- Reporting and Analysis:
- Generate and analyze reports on quote creation, order processing timelines,
and order accuracy.
- Provide insights and recommendations to improve the efficiency and
accuracy of the quoting and order processing functions.
Required Qualifications And Skills
- Bachelor's degree in Business, Information Technology, or a related field
- 2+ years of experience with Salesforce CPQ and order processing
- Strong understanding of Salesforce CRM, especially in the areas of CPQ and Sales
Cloud.
- Detail-oriented with strong organizational and time management skills
- Excellent communication skills and the ability to work effectively with cross-
functional teams.
- Ability to work independently and manage multiple tasks simultaneously in a fast-
paced environment.
Desired Qualifications And Skills
- Salesforce CPQ Specialist certification
- Experience in a sales operations or sales support role
- Familiarity with billing, invoicing, and contract management processes
Benefits
- Competitive compensation
- Community-driven culture with employee events
- Generous time off
- Best-in-class benefits
- Fun, modern workspace
- Respectful and nourishing work environment, where every opinion is heard and everyone is encouraged to be an active part of the organizational culture
