Sales Operations Specialist

Sales Operations Specialist, Quote-to-Cash (Mid-Market SaaS)

Position Details

Sales Operations Specialist

Location: San Francisco, CA

Schedule: 100% Onsite (5 days/week)

Duration: 6-Month W2 Contract with possibility of extension

Pay Rate: $130-$140/hour

What You'll Do

Quote-to-Cash Operations

• Own the end-to-end contract and order workflow from quote creation through signature and execution
• Build and maintain quotes using Salesforce CPQ or similar quoting platform
• Manage contract workflows using contract lifecycle management tools such as Ironclad, Conga, or DocuSign CLM
• Coordinate approvals across Sales, Legal, Finance, and Revenue Operations
• Monitor and resolve workflow bottlenecks that could delay customer transactions
• Ensure pricing, contract details, approvals, and documentation remain accurate throughout the sales process

Sales & Customer Support

• Serve as the first point of contact for transactional sales questions from internal teams and customers
• Support contract, billing, pricing, renewal, and order management inquiries
• Coordinate trial provisioning, customer onboarding activities, and account updates
• Resolve billing and contract issues by partnering with Finance and cross-functional stakeholders
• Maintain accurate CRM records and opportunity data within Salesforce

Process Improvement

• Document repeatable workflows and operational best practices
• Create and maintain process documentation and internal playbooks
• Identify recurring operational issues and recommend process improvements
• Partner with Sales Operations, Legal, Revenue Operations, and Finance to improve efficiency across the quote-to-cash lifecycle

Qualifications Required

• 3+ years of experience in Sales Operations, Revenue Operations, Deal Desk, Order Management, Sales Support, or a similar commercial operations role
• Experience supporting SaaS or enterprise software sales organizations
• Hands-on experience with Salesforce CPQ or comparable quote management platforms
• Experience working with contract lifecycle management systems such as Ironclad, Conga, or DocuSign CLM
• Strong understanding of quote-to-cash processes, contract execution, and enterprise sales workflows
• Experience coordinating across Legal, Finance, Revenue Operations, and Sales teams
• Excellent organizational skills with the ability to manage multiple high-priority transactions simultaneously
• Strong written and verbal communication skills
• Highly detail-oriented with exceptional follow-through

Preferred

• Experience supporting mid-market or enterprise commercial sales teams
• Familiarity with enterprise contracts including MSAs, order forms, renewals, amendments, and net payment terms
• Experience working in fast-paced, high-growth SaaS organizations
• Comfortable working in Slack-first, highly collaborative environments
• Interest in emerging AI technologies and enterprise software

Russell Tobi n offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.

Equal Employment Opportunity

Russell Tobin is an equal opportunity employer. We do not discriminate on the basis of the race, religious creed, color, national origin, ancestry, physical disability, mental disability, reproductive health decision making, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, veteran or military status, or any other characteristic protected by applicable federal, state, or local law.

Fair Chance Employment

Russell Tobin is a Fair Chance employer. We consider all qualified applicants, including those with criminal histories, in a manner consistent with applicable state and local Fair Chance laws and ordinances, including, the California Fair Chance Act and all applicable local Fair Chance ordinances .

Accommodations

We are committed to providing reasonable accommodations to applicants and employees with disabilities. If you require a reasonable accommodation to participate in the application or interview process, or to perform the essential functions of this role, please contact us.

Only applicable for San Francisco Candidates: Under the San Francisco Lactation in the Workplace Ordinance, we will provide written notice of lactation accommodation rights, and this notice will automatically be given upon hiring, any inquiry of parental leave or lactation accommodation.