Sales Support, Deal Management Analyst
Costa Rica - Remote
HashiCorp is a fast-growing startup that solves development, operations, and security challenges in infrastructure so organizations can focus on business-critical tasks. We build tools to ease these decisions by presenting solutions that span the gaps. Our tools manage both physical machines and virtual machines, Windows, and Linux, SaaS and IaaS, etc.
About the role...
Account and Opportunity Data Management
- Manage daily territory account and opportunity updates and ad-hoc requests
- Manage the Sales Operations ticket/case request process for Account/Opportunity transfers, data deduplications, booking requests
- Support the bi-annual Territory and Planning process
- Identify opportunities to clean SFDC data for more insightful analytics.
- Process bookings of customer orders. Complete order cycle, ensure quality and efficiency through the entire process
- Support of internal and external customers in regards to order booking and order tracking
- Create Quotes and Order Forms for sales deals
- Partner with Deal Managers on non-standard, custom, and/or complex deal structures to provide accurate quotes and order forms to match the intent of the deal
- Coordinate with internal teams to facilitate the order process, achieve joint goals, and solve problems related to order processing. These teams include finance, service, contracts, collections, and others
- Accurately enter deal information into Salesforce
- Special projects related to order processing and general Deal Management process improvements
You may be a good fit for our team if you have:
- 3 + years experience working closely with WW Sales Operations Teams within a SaaS Enterprise Software business
- Experience with Quote to Cash CPQ Tool is a must
- Ability to effectively operate with flexibility in a fast-paced, constantly evolving team environment with minimum supervision
- Ability to gather requirements and manage complex initiatives, execute within timelines and work with multiple stakeholders
- BA/BS degree preferred
HashiCorp embraces diversity and equal opportunity. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We believe the more inclusive we are, the better our company will be. #LI-JN1