· Review sales contracts in accordance with legal, product, revenue, and sales policies
· Ensure accurate entry into Salesforce, including product information, order discounts, terms, etc.
· Analyze sales contracts to determine incentives earned for sales commissions and bonuses
· Audit CaptivateIQ commission calculations as requested by Sales team
· Work with the Customer Success team to manage renewal addendums for region, including drafting addendum, calculating current term, pricing, CPI/ISTAT, as needed.
· Set up and maintain customer information and run monthly license, opportunity, forecasting reports in Salesforce
· Prepare account reconciliations for Centric Software’s customers as needed
· Prepare Salesforce dashboards and reports as needed
· Collaborate with various teams such as Sales, Finance, Legal and License/Hosting teams on contract revisions, product delivery, project budgets
· Collaborate with customers and the finance team to resolve billing inconsistencies or errors
· Provide training to Sales team on Salesforce and CPQ processes
· As part of Sales Operations team, act as CPQ admin to review and advise Sales team on quoting
· Act as backup Salesforce admin to support European users
· Ensure pipeline is updated to prepare License/Hosting team of potential orders, particularly at quarter end
· Develop and define project roadmaps to optimize sales processes
· Proactively reach out to various business units within the Company to ensure proper understanding of Centric Software’s deliverables and obligations to properly account for contract and revenue terms