What You’ll Do
- Create Quotes and Order Forms for sales deals
- Review Quote approval requests and approve qualified Quotes
- Process bookings review of customer orders. Assist in the complete order cycle, ensure quality and efficiency through the entire process
- Support internal and external customers with order booking and order tracking
- Address escalation for exception handling of booking requests
- Research discrepancies regarding ARR calculations
- Assist Deal Operations and Sales with non‑standard, custom, and/or complex deal structures to provide accurate quotes and order forms that match the intent of the deal
- Coordinate with internal teams (finance, legal, renewals, collections, etc.) to facilitate the order process, achieve joint goals, and solve problems related to order processing
- Accurately enter deal information into Salesforce
- Process Salesforce transaction data review for post‑close audits
- Special projects related to order processing and general Deal Operations process improvements
About You
- Flexibility to work additional nights and weekends for month and quarter‑end as needed; this is not a standard 9‑5 job, it is based on business needs.
- Experience with Quote‑to‑Cash in Salesforce CPQ Tool required.
- Experience with Ironclad preferred, or another CLM such as Conga.
- Experience with back‑office operations and strong knowledge of order processing.
- Experience with cross‑functional collaboration with Finance and Legal for the deal‑making process.
- Ability to learn internal business technology, applications, and solutions quickly.
- Strong working knowledge of Salesforce, Microsoft Excel, and Google Suite.
- Willingness to work in a highly demanding and results‑oriented team environment.
- Highly detail‑oriented and effective organizational skills; meticulous and proud of accurate, thoughtful work.
- Strong problem‑solving skills and ability to root cause issues.
- Excellent communication skills in developing partnership to effectively convey the needs of the sales team and customer to appropriate stakeholders.
- Highly organized in juggling many competing priorities and striving to support each with equal attention to detail and quick turn‑around.
- Strong sense of accountability.
- Kindness and consideration when interacting with peers, partners, and customers.
What Else?
Postman offers a comprehensive set of benefits, including full medical coverage, flexible PTO, wellness reimbursement, and a monthly lunch stipend. Our wellness programs help you stay healthy, and we provide frequent team‑building events and a donation‑matching program.
We value in‑person collaboration and operate on a 5‑day office schedule for all roles based in the San Francisco Bay Area, Boston, Austin, Tokyo, London, and Bangalore (in‑office three days a week until transition to five).
Equal opportunity
Postman is an Equal Employment Opportunity and affirmative action employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or perception, national origin, age, marital status, protected veteran status, or disability status. Headhunters and recruitment agencies may not submit resumes/CVs through this website or directly to managers. Postman does not accept unsolicited headhunter or agency resumes. Postman will not pay fees to any third‑party agency or company that does not have a signed agreement with Postman.
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