Job Description

Salesforce Quality Control Specialist - Operations Assistant

Job Description

We are seeking a Salesforce Quality Control/Operations Assistant to support Sales Operations by reviewing and validating Closed Won opportunities to ensure data accuracy, documentation completeness, and compliance with internal processes. This role functions as a key quality checkpoint within the Salesforce Deal Desk workflow, reviewing non-automated opportunities prior to final Close to prevent downstream issues related to forecasting, revenue recognition, product delivery, and customer experience.

The contractor will work closely with the Sales Operations teams, while also identifying recurring data issues and process gaps that can inform future Salesforce enhancements, automation, and training efforts.

Key Responsibilities

• Review Closed Won (or Closed Won – Pending) opportunities to ensure all required fields, products, and data points are complete and accurate
• Validate attached documentation, including contracts, briefs, and insertion orders (IOs), ensuring alignment with Salesforce opportunity and product data
• Identify and resolve discrepancies related to:
• Missing or incorrect documentation
• Missing PO numbers
• Date mismatches between Salesforce and contractual documents
• Product, pricing, or quantity inconsistencies between Salesforce and signed agreements
• Coordinate with Sales and Account Management to obtain corrections and missing information in a timely manner
• Confirm product delivery readiness and handoff accuracy for Closed Won deals
• Maintain clear documentation of findings, corrections, and outstanding issues
• Track and report recurring trends, risks, and inefficiencies to Sales Operations leadership
• Support continuous improvement by contributing insights for Salesforce validation rules, workflow enhancements, and future automation initiatives

Required Skills & Experience

• Proven experience working in Salesforce, with strong knowledge of Opportunity and Product objects
• Demonstrated attention to detail and experience reviewing contracts and sales documentation
• Prior experience in Sales Operations, Deal Desk, Revenue Operations, or a similar function
• Ability to communicate effectively with Sales and cross-functional stakeholders to drive issue resolution
• Strong organizational skills with the ability to manage a high-volume task queue independently
• Comfortable working in a fast-paced, deadline-driven environment

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