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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