- Create and process sales quotes in Salesforce CPQ, including new quotes, amendments, and renewal quotes.
- Process approximately 75+ specialty orders per month, each requiring an estimated 1 4 hours of hands-on work.
- Convert a backlog of roughly 150 prior orders into the new CPQ order format over the course of the engagement.
- Perform margin analysis in Microsoft Excel to support Sales and Finance decision-making.
- Process order corrections within Salesforce CPQ, including replacing an incorrect order with a corrected one under controlled, fully audited override privileges. Scope is limited to CPQ; no upstream system access.
- Prepare and review contract and order documentation using Adobe Acrobat Pro.
- Use Atlassian Jira to receive incoming work requests, log approvals and contract changes, and coordinate interdepartmental communications with Sales, Finance, and Order Management.
- Maintain a clean,
complete audit trail for every order correction and override performed.
- Collaborate daily with the U.S. and U.K.-based Sales team, as well as the Deal Desk and Order Operations teams, during U.S. business hours.
Required Qualifications:
- 2 3 years of experience in Deal Desk, Order Operations, or a related Sales/Revenue Operations function.
- Strong, hands-on proficiency with Salesforce CPQ quoting and order processing experience required. Certification is not required for this role, but is desired.
- Strong proficiency with Microsoft Excel, including margin/financial analysis.
- Robust proficiency with Adobe Acrobat Pro.
- Working proficiency with Atlassian Jira.
- Strong English language skills, written and verbal required for daily collaboration with the global team.
📌 Strategic Deals Analyst (Pune)
🏢 Sumeru Solutions
📍 Pune
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