This role is a hands-on transaction coordination position supporting a fast-paced commercial sales team with end-to-end quote-to-cash operations. You will help keep deals moving by managing quotes, contracts, signatures, provisioning tasks, and customer or internal questions with speed and precision.

This role is fully onsite, 5 day per week, in San Francisco, CA. 

Responsibilities

• Own the workflow from quote creation through contract signature and order completion for new business, renewals, and pricing transitions.
• Build and maintain quotes in Salesforce CPQ, including required validations, approvals, and routing steps.
• Coordinate contract documents through lifecycle management and e-signature tools, ensuring correct routing, accuracy, and timely completion.
• Support paired termination and new order form processes for customers moving between pricing models, while aligning terms and approvals across teams.
• Monitor shared sales and deal-support channels for blockers and proactively help resolve issues that could delay a close.
• Respond to transactional questions from account teams and customers related to pricing models, billing, renewals, and contract terms.
• Support trial and provisioning requests, including troubleshooting duplicate orgs, seat requests, and related operational issues.
• Coordinate billing escalations and compliance-related workflows with internal partners in finance, legal, deal desk, and operations.
• Maintain accurate Salesforce records for opportunity stage, contract status, and next steps.
• Document recurring process issues, edge cases, and workaround steps to improve future deal execution.

Skills

• At least 3 years of experience in sales operations, deal desk, order management, or sales support.
• Hands-on experience with Salesforce CPQ or a similar quoting platform.
• Experience with contract lifecycle or e-signature tools such as Ironclad, Conga, or DocuSign CLM.
• Strong organizational skills and the ability to manage multiple high-volume workflows at once.
• Clear written communication skills and the ability to explain contract and pricing details effectively.
• Comfort working in a fast-moving, Slack-heavy, asynchronous environment.
• Ability to prioritize tasks, follow through independently, and anticipate what needs attention before it becomes a blocker.
• Experience working cross-functionally with legal, finance, revenue operations, and customer-facing teams.

Preferred Skills

• Experience in SaaS or enterprise software environments.
• Familiarity with enterprise sales cycles, order forms, MSAs, net terms, and quote-to-cash processes.
• Working knowledge of provisioning and trial support operations.
• Ability to identify recurring process gaps and create practical documentation or runbooks.
• Strong commercial awareness and judgment around when to resolve an issue directly versus escalate it to the account team.
• Interest in artificial intelligence and how it is shaping modern business operations.

Horizontal Talent is committed to fostering an inclusive workplace where people of all backgrounds, identities, and experiences feel welcomed, respected, and supported. We value diverse perspectives and encourage candidates to apply even if they do not meet every qualification listed.