Sales Operations Specialist Role: Manage daily deal triage, quote validation, approvals, and cross-functional coordination between Sales, Legal, and Product. Support process documentation and transition to the central Deal Pricing team.
Key Responsibilities Review and triage deal requests/tickets in Salesforce and Vector. Validate quotes against pricing policies, discount thresholds, and approval matrices.
Assist
Sales with deal structures, quotes, and pre-approvals. Coordinate with Sales, Legal, and Product to resolve deal blockers. Maintain SLAs and document end-to-end workflows for Q4 transition.
Required Skills ~2–4 years in Deal Desk, Sales Operations, Commercial Finance, or Contract Administration. ~ Strong Salesforce and Vector knowledge. ~ Advanced Excel and Google Sheets skills. ~ Experience with SaaS/cloud licensing, discounts, and non-standard deal terms. ~ Strong stakeholder management and communication skills. ~ Familiarity with Google Workspace.
📌 Sales Operations Specialist (Salesforce) (Ciudad de México)
🏢 XChange Software
📍 Ciudad de México
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