Sales Operations Contract Specialist

A dedicated person will act as a quality control checkpoint for the approximately 330 ‘non-automated’ Closed-Won opportunities [does not include pre-review of KAP or Core BCC] each period, ensuring opportunities meet internal standards before they impact downstream processes. A new stage will be created in the Salesforce pipeline, “Closed Won – Pending,” that will mimic “Closed Won," in probability; however, only the Sales Operations Team will have permission to move opportunities to “Closed Won” as part of this Deal Desk workflow.

Key Responsibilities

The project person will be responsible for

• Reviewing Closed Won opportunities for completeness and accuracy
• Validating attached documentation, including:
• Contracts
• Briefs
• Insertion Orders (IOs)
• Following up with Sales and Account Management to reconcile:
• Missing or incorrect documentation
• Missing PO numbers
• Discrepant dates between Salesforce and documentation
• Product discrepancies between Salesforce and the contract/brief/IO
• Confirming product delivery for Closed Won deals
• Documenting and escalating recurring issues to Sales Ops leadership, enabling:
• Process improvements
• Sales training opportunities
• Enhanced validation rules and/or automation in Salesforce

Required Skills & Experience

• Proficiency in Salesforce, especially Opportunity and Product objects
• Strong attention to detail and documentation review
• Experience collaborating with Sales and cross-functional teams
• Familiarity with contracts, briefs, IOs, and sales documentation
• Excellent communication and follow-up skills
• Ability to work independently and manage a task queue.