Data Quality:

Enterprise Territory Management: Maintain accurate account hierarchies in Salesforce using reliable data sources, and resolve account-related inquiries via Jira and Slack, ensuring timely completion of all tickets.

Closed-Pending Validation: Review all customer-executed opportunities within one business day of being marked Closed-Pending in Salesforce, confirming accuracy and submitting update tickets as necessary.

Click-Thru Prospect Processing: Creating sales opportunities in Salesforce and generating necessary documentation for review and sign-off.

Credit Amendment: Amend and credit out active contracts linked to re-negotiations, ensure correct pricing and dates, submit quotes for approval, and update opportunity status and Sales Operations review.

DQ Signature Processes: Began supporting Pre-Sign and E-Sign review workflows by validating documents against Closed Pending status, coordinating with Deal Desk and Legal, and ensuring timely routing and completion of contract signatures within defined stamping windows.

Deactivation Dates: Review and correct missing or inaccurate deactivation dates using the “Renos for Validation” report by linking active contracts or manually entering the appropriate opportunity close date as needed.

Internal Contract Moves: Coordinate internal contract and MSA transfers between existing customers by creating and managing opportunities, ensuring alignment with signed assignments, maintaining a single active MSA per account, and excluding cases such as legal name changes or transfers to non-customers.

Bookings & Solution Totals:



Validate and reconcile bookings and solution totals—including gross/net, first-year, and prior values—against quotes and contracts. Recalculate or escalate discrepancies as needed, ensuring alignment with opportunity values.

Pre-Closed Pending Reviews for Contacts: Review SF opportunities to ensure complete contact information, including mailing address, phone, and email. Notify sellers of missing or incorrect information.

XBRL Replacement Language: Generate and update SOWs, apply Reno replacement language, verify dates, update Salesforce and complete case reviews

CPR Flagging – Negative Solution Totals: Review opportunities with negative 1st-year S&S; or core services and update CPR fields.

Renewal Operations:

Support the subscription renewal lifecycle by processing cancellations, renewals, and creating transactional records, while ensuring timely completion of assignments.

Collaborate with Accounting, Legal, and Customer Success teams to verify contracts and ensure accuracy in invoicing and provisioning.

Propose process improvements and partner with the renewal team to achieve successful outcomes in renewal operations.

Value Management:

Customize and distribute proposals in Salesforce, responding to requests within established SLAs and maintaining accurate documentation throughout the process.

Skills Needed

Graduate in any stream

Proficiency in English language

Experience communicating with Internation client via emails, slack and tools

Should exhibit qualities such as Quick leaning, Keen eye for details, Multitasking

Knowledge in Salesforce, Jira application is an added advantage

📌 Sales operation specialist (Chennai)
🏢 Aptara
📍 Chennai