ZeroFox seeks a detail-oriented and experienced Team Lead for our Salesforce CPQ and Order Processing Specialists to join our team in India. This role is essential in supporting our sales team by handling quote creation in Salesforce CPQ and ensuring the accuracy of customer-signed orders before processing them to closed won in Salesforce. The ideal candidate will have a strong understanding of Salesforce CPQ, order processing, and a keen eye for detail to ensure smooth operations.
nRole and responsibilities
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n- Quote Creation in Salesforce CPQ:
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- Assist the sales team in generating accurate and timely quotes using Salesforce CPQ.
n- Customize product configurations, pricing, and discounts in alignment with customer requirements and company policies.
n- Ensure all quotes adhere to internal guidelines and compliance standards before submission.
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- Review and verify customer-signed orders to ensure all necessary information and approvals are in place.
n- Accurately move orders to 'Closed Won' status in Salesforce, ensuring all documentation is complete.
n- Collaborate with the finance and legal teams to address any discrepancies or missing information before final order processing.
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- Salesforce Administration:
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- Maintain accurate records in Salesforce, ensuring all quotes and orders are up-to-date and compliant.
n- Assist in troubleshooting and resolving issues related to Salesforce CPQ and order processing.
n- Provide ongoing support to the sales team for any CPQ-related queries or training needs.
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- Generate and analyze reports on quote creation, order processing timelines, and order accuracy.
n- Provide insights and recommendations to improve the efficiency and accuracy of the quoting and order processing functions.
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Required qualifications and skills
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n- Bachelor's degree in Business, Information Technology, or a related field.
n- 5+ years of experience with Salesforce CPQ and order processing.
n- Strong understanding of Salesforce CRM, especially in the areas of CPQ and Sales Cloud.
n- Detail-oriented with strong organizational and time management skills.
n- Excellent communication skills and the ability to work effectively with cross-functional teams.
n- Ability to work independently and manage multiple tasks simultaneously in a fast-paced environment.
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Desired qualifications and skills
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n- Salesforce CPQ Specialist certification.
n- Experience in a sales operations or sales support role.
n- Familiarity with billing, invoicing, and contract management processes.
