PEAK is looking for a Business Sales Associate to join our client team, this is an part time and contract position (8 hours/day for 3 days/week).
As a Business Sales Associate, you will be responsible for auditing all existing contracts in our CRM and aligning those documents to the contract object. To excel in this role, you will partner cross-functionally across the business, working with Sales, Legal, CRM Engineering, and Ops. This role requires an operations and enterprise tools background, experience reading and documenting legal agreements (IronClad), and in depth CRM development knowledge (Salesforce).
Responsibilities:
- Read and document every negotiated agreement in CRM and align to Salesforce Contract object
- Documenting any relevant business terms that cannot be captured by current field sets in Salesforce and work with CRM to update as needed
- Estimating lost revenue due to incorrect customer configurations or uncollected platform fees
- Working with CRM Engineering to removing former CLM tech debt from Salesforce
- General sales operations tasks as needed
Experience:
- 1-3 years of experience working with sales operations tools, including IronClad and Salesforce
- Salesforce certification a plus
- Well versed in Google suite (docs, sheets, slides)
- Experience reading and understanding sales contracts
- Attention to detail, the ability to dive into the technical or legal weeds is a must.
- Ability to prioritize / manage work and problem solve autonomously
