Quote-to-Order Operations Specialist

Job Mobz•San Francisco, CA

About The Position

Our well known AI Client's revenue is growing quickly, and the infrastructure that moves a quote to a signed order form to provisioned needs to keep pace. We're looking for a Quote-to-Order Operations Specialist to own the critical handoff point in our commercial pipeline — the moment where contract data gets validated, cleaned, and passed downstream to provisioning and billing. You'll sit at the intersection of GTM, Revenue Operations, Revenue Accounting, and Legal, acting as the quality gate that ensures what was sold matches what gets activated. Day-to-day, you'll review quotes and order forms for accuracy, triage inbound redline requests, validate contract data in Salesforce before it flows to down stream systems, and help sales reps navigate deal policies as they evolve. You'll also own a meaningful back fill project: bringing our historical contract data up to the same standard we'll hold new deals to going forward. This is a run-the-business role with real teeth. The SLAs are tight, the deal volume is growing, and the downstream systems depend entirely on the data you certify. If you like being the person who makes sure things are right before they ship — and you're energized rather than exhausted by cross-functional coordination — this r le is built for you.

Requirements

Have 3+ years in deal desk, order management, revenue operations, sales operations, or a similar role where you owned data accuracy in a quote-to-cash workflow.
Are genuinely detail-oriented — not as a personality trait you list on a resume, but as something colleagues would say about you unprompted.
Can read an order form and a Salesforce opportunity side-by-side and spot where they disagree.
Communicate clearly and diplomatically with sales reps who are under quota pressure and with legal and accounting partners who have their own constraints.
Move quickly without cutting corners — you understand that a tight SLA and a high accuracy bar are both non-negotiable.
Are comfortable operating in a process that's still being defined, and can tell the difference between "this is ambiguous because we haven't decided yet" and "this is ambiguous because something is broken"

Nice To Haves

Strong candidates may also have hands-on experience with Salesforce, CPQ (ideally nue.io), Ironclad, DocuSign, or similar quoting and contract tools.
Exposure to consumption-based or usage-based pricing models — commits, ramps, drawdowns, true-ups.
Experience at a high-growth SaaS or cloud company where the process you ran at the start of the year looked nothing like the one you ran at the end.
A track record of handling order form or contract redlines without needing legal review for every change

Responsibilities

Validate contract data in Salesforce and the Price Sheet before opportunities hand off to OrderManagement for provisioning — you are the control point that ensures commercial terms, pricing, OrgUUIDs, and commit structures are accurate and complete
Triage inbound order form redline requests: resolve in-scope edits (customer info, term dates, commercial terms, payment terms, minor cleanup)
Directly, and escalate out-of-scope items to Legal same-day to protect turnaround SLAs Review and approve quote creation, quote edits, and new Org UUID requests
Support commit reviews during data migrations
Guide Account Executives through deal policy — unified discounts, ramp structures, approval paths —and help transition in-fl ght deals from legacy quote formats to new ones.
Drive a historical data backfill efforts to bring all existing contracts up to the validation standard applied to new deals.
Track patterns in the errors and escalations you see, and surface them to Revenue Operations, RevenueAccounting, and Legal so the upstream process gets better over time Maintain process documentation so the playbook survives beyond any single person

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