Sales Data Management Specialist
Austin, TX
Box
Box empowers your teams by making it easy to work with people inside and outside your organization, protect your valuable content, and connect all your apps.WHY BOX NEEDS YOU
Our Revenue Operations team supports a rapidly growing Sales organization, and your responsibility as a Sales Data Management Specialist will be to ensure the validity of all data in our sales and customer relationship management system. In this position, you will be required to manage internal operations across the quote-to-order booking and validation process. This includes orders related to both our Direct and Partner business. You will be an integral part of the operational backbone of the company and will have cross-functional interactions with nearly every department in the company. Your day-to-day validation of sales orders will contribute to key company-wide reporting on revenue and product-level goals, sales commissions and compensation, and internal-facing and external-facing metrics.
Sales Data Management is a global team with the huge responsibility of operationalizing and improving the efficiency of an always-changing and increasingly complex sales ecosystem of products and channels. It is crucial that we have a strong, self-motivated individual that is able to work independently but collaboratively, while maintaining alignment with global policies and practices, and fostering positive relationships with sales and other internal departments.
- Review sales orders for completeness and accuracy, and ensure all orders are validated according to internal operations guidelines and policies.
- Conduct timely and accurate SFDC booking for all sales orders, meeting both Key Performance Indicators (KPIs) and Service Level Agreements (SLAs).
- Act as subject matter expert to advise Sales on global best practices and guidelines for deal structure, booking, and order acceptance policies.
- Apply general policies and procedures to new and unfamiliar scenarios, pivoting quickly and using strong decision-making skills to adapt to and thrive in an ever-changing environment.
- Provide best-in-class support and customer service to sales and other internal partners with strong communication and collaboration skills whether working over email, chat, or in person.
- Work closely with multiple teams in Sales, Legal, and Finance to resolve any order or booking issues and to develop approaches for new sales scenarios and business needs.
- Support month-end-close reconciliation activities between our booking (SFDC) and billing (Zuora) systems to ensure the quality and accuracy of our internal and external-facing data. Work closely with global counterparts on new policy, tool, and process implementations, promoting alignment between all offices.
- Help drive ad hoc projects, reports, and tasks related to the business as they arise.
- BA/BS or equivalent 3/4-year degree required.
- 1-2 years of previous experience in Operations, Order Management, Finance, Administration, and/or Customer Service roles.
- Salesforce experience is strongly preferred, Zuora, CPQ systems, Excel, Knowing Box are a plus.
- Strong belief in the value of customer service; delivering polished, calm and confident communication.
- Ability to work independently as well as contribute to a cross-functional and global team by collaborating actively and during conflict resolution.
- Acute attention to detail and well-developed organization and time management skills, with the ability to manage a high volume of orders and multiple responsibilities.
- Ability to use good judgement and strong problem-solving and analytical skills to quickly make well-founded decisions in new and varied situations, while taking into account multiple sources of data and business policies, and downstream implications.
- Visit this webpage to check out all of our exciting healthcare benefits: https://join.collectivehealth.com/box
- For all other benefits, please check out: Box Benefits + Perks
HEALTH AND SAFETY To promote the health and safety of all Boxers and our communities, in order to "Go to Work" at Box in the U.S., you must be Fully Vaccinated or have an approved accommodation. "Go(ing) to Work" at Box is defined as visiting a Box office, facility, or co-working site, visiting or meeting in person with fellow Boxers, Box clients and/or customers, vendors, or partners, engaging in business travel, and or participating in any Box-sponsored and/or related activity where others are present. If you are fully remote and do not "Go to Work,” the vaccination requirement is not applicable. "Fully Vaccinated" means that an individual is at least two weeks past their final dose of an authorized COVID-19 vaccine regimen. If you are unable to get a vaccine due to a medical condition, a sincerely-held religious belief or another legally recognized reason, Box will consider requests for an accommodation. For details on how we protect your information when you apply, please see our Personnel Privacy Notice #LI-REMOTE #LI-LK1
Tags: Data management Excel Finance KPIs
Perks/benefits: Health care
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