About the Role
As a Transaction Coordinator on the Mid-Market Commercial team, you'll own the quote-to-cash workflow for a high-velocity sales segment supporting numerous enterprise deals each month. You'll be the primary point of ownership for the operational side of transactions, including building quotes, managing order forms and agreements through contract systems and e-signature platforms, coordinating trial and provisioning requests, and resolving billing and contract questions that can otherwise interrupt Account Executives.
This role is designed to improve deal velocity, reduce operational friction, and give Account Executives more time to focus on selling. You'll support sales teams across multiple verticals, working with customers ranging from mid-market to enterprise organizations. You'll also help document process gaps and edge cases to create more efficient and repeatable workflows.
Responsibilities
60% Quote-to-Cash Execution
Own the contract and order form workflow from quote through signature.
- Build and manage quotes in Salesforce CPQ or similar quoting platforms for new business, renewals, and pricing or consumption migrations, including stage-gating, field validation, and approval routing.
- Manage order forms, master service agreements, termination agreements, NDAs, and other commercial documents through contract lifecycle management and e-signature platforms.
- Coordinate signature workflows by routing documents to the appropriate signatories, monitoring pending signatures, and ensuring accuracy of titles, fields, and contract information.
- Manage paired termination and new order form workflows for customers transitioning between pricing models, ensuring contract value alignment and coordinating approvals across Deal Desk, Legal, Finance, and Accounting.
- Monitor transactional workflows and proactively identify and resolve blocked or delayed deals.
25% Customer and Account Executive Support
Serve as the first point of contact for transactional and operational questions.
- Field and resolve customer questions related to pricing models, seat-based versus consumption billing, contract terms, renewals, and payment processes.
- Manage trial and provisioning operations, including trial extensions, account or organization identification, seat adjustments, and duplicate account issues.
- Triage billing escalations through resolution, coordinating with Finance and Accounting to ensure issues are addressed promptly.
- Coordinate compliance-related workflows, including security questionnaires, business associate agreements, and vendor onboarding documentation.
- Maintain accurate Salesforce data related to opportunity stages, contract status, approvals, and next steps across the active pipeline.
15% Process and Documentation
Improve processes and create institutional knowledge that makes future transactions more efficient.
- Document process edge cases, including signature issues, validation requirements, system synchronization errors, and approval routing challenges.
- Build and maintain runbooks for repeatable workflows such as pricing changes, seat increases, consumption migrations, and contract updates.
- Identify recurring workflow issues and escalate systemic problems to RevOps, Deal Desk, Legal, and Finance with supporting data.
- Collaborate with cross-functional partners to improve SLAs, handoffs, and overall transaction efficiency.
You May Be a Good Fit If You Have
- 3+ years of experience in sales operations, deal desk, order management, sales support, or a related function, preferably within SaaS or enterprise software.
- Hands-on experience with Salesforce CPQ or similar quoting tools and contract lifecycle management platforms.
- Experience managing high-volume transactional workflows with strong attention to detail and follow-through.
- A proactive approach to monitoring approvals, signatures, contracts, and other deal-critical tasks.
- Comfort working in fast-paced, highly collaborative environments where priorities and requests can shift quickly.
- Strong written and verbal communication skills, with the ability to clearly explain contract, pricing, and billing processes.
- Strong commercial judgment and the ability to distinguish transactional questions from issues that require escalation to Sales, Legal, Finance, or other teams.
- Experience partnering cross-functionally with Legal, Finance, Accounting, Deal Desk, and Revenue Operations teams.
- A process-oriented mindset with a demonstrated ability to identify inefficiencies, document workflows, and create scalable solutions.
- Familiarity with enterprise sales cycles, payment terms, MSAs, order forms, renewals, and the quote-to-cash process.
- Ability to adapt to evolving products, pricing structures, systems, and business processes.
