<p>We are looking for a skilled Sales Operations Specialist t to join our team in San Francisco, California. This long-term contract position offers an opportunity to leverage your expertise in sales operations, order processing, and quoting within a dynamic environment. The role requires strong attention to detail and a proactive approach to managing sales processes and systems to ensure seamless operations.</p><p><br></p><p>Responsibilities:</p><p>• Manage all aspects of order processing, including quoting, pricing configurations, and ensuring accuracy in sales transactions.</p><p>• Utilize Salesforce CPQ to maintain and update opportunities, accounts, and sales records effectively.</p><p>• Collaborate with internal teams to negotiate pricing and configurations, ensuring alignment with organizational goals.</p><p>• Prepare and manage monthly and quarterly forecasts using tools such as Epic Clarity.</p><p>• Support quarter-end and year-end activities, including overtime work during peak periods to meet booking deadlines.</p><p>• Monitor and maintain sales data in systems like Kugamon, ensuring consistency and reliability.</p><p>• Coordinate with stakeholders to troubleshoot and resolve any issues related to quoting and order management.</p><p>• Ensure compliance with company policies and standards during all sales operations.</p><p>• Participate in holiday work schedules, excluding specific holidays, to meet business demands.</p><p>• Provide insights and recommendations to optimize sales operations and improve workflows.</p>
<p>Are you a dynamic contracts professional with expertise in full-cycle contract management? Do you thrive in fast-paced environments and excel at utilizing contract lifecycle management tools like Ironclad? Our innovative tech client in Walnut Creek, CA is seeking a talented <strong>Contracts Manager</strong> to oversee their critical contracts processes and drive operational excellence. If you're ready to take ownership of impactful work and contribute to a leading tech organization, this is the opportunity for you!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Full-Cycle Contract Management: Oversee the entire lifecycle of contracts, including drafting, negotiating, executing, maintaining, and closing a diverse portfolio of agreements in compliance with company standards and regulatory requirements.</li><li>Ironclad Expertise: Manage contract workflows within Ironclad, ensuring smooth transitions, reviewing automated processes, and optimizing the platform’s functionality for the organization.</li><li>Cross-Functional Collaboration: Partner with teams across legal, sales, procurement, and other departments to ensure contracts align with organizational goals and mitigate potential risks.</li><li>Risk Mitigation: Identify and address areas of exposure within contract terms and conditions, advising leadership on strategies to safeguard company interests.</li><li>Compliance Oversight: Ensure all contracts comply with applicable laws, regulations, and internal governance policies, including those covering privacy, data security, and labor/employment law.</li><li>Performance Reporting: Develop and maintain metrics to track contract management effectiveness, compliance, and lifecycle efficiencies.</li></ul><p><br></p>
<p>We are looking for an Accounts Receivable Specialist to join our team in San Francisco, California. In this role, you will be responsible for managing customer billing, recording payments, and maintaining accurate financial records. Your expertise will play a key role in ensuring smooth financial operations and fostering strong client relationships. <strong>For immediate consideration, please contact Daniel Mok directly via Linked-In.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Generate and send accurate customer invoices aligned with purchase orders and contracts</li><li>Record incoming payments (checks, ACH, credit cards, etc.) into the accounting system</li><li>Monitor aging reports and follow up on overdue accounts via phone and email</li><li>Reconcile customer accounts and resolve billing issues or payment discrepancies</li><li>Prepare accounts receivable reports, including aging analysis and cash flow forecasts</li><li>Respond to customer inquiries about invoices, balances, and payment history</li><li>Work with sales and customer service teams to address account issues and support client relationships</li><li>Ensure adherence to internal controls, credit policies, and accounting standards</li><li>Assist in evaluating customer credit and setting credit limits as needed</li></ul>
