Operations Analyst I Job at PTR Global, San Francisco, CA

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  • PTR Global
  • San Francisco, CA

Job Description

Operations Analyst I (Q2C)

San Francisco, CA 94105, United States

Hybrid Schedule-3 days per week

6 Month Contract with possibility of extension

Full Time W2 Position


 

Working in a queue process opportunity split and checking a case queue for questions from Sales and Sales Ops.

Please rank your preferred top skill sets:

Must have skills: Salesforce, Excel, Critical thinking

______

Job Title: Booking Operations Analyst

Team: Quote to Cash - Go to Market Strategy & Operations

About the Role:

The Revenue Operations Quote to Cash (Q2C) Strategy and Operations team at Salesforce is at the heart of ensuring smooth and efficient business processes. As a Booking Operations Analyst, youll play a pivotal role in maintaining the accuracy and integrity of our forecasting and operational systems. While your primary focus will be ensuring that forecasting/bookings reflects accurately, you will also work closely with cross-functional teams (Sales Ops/Sales/Sales Strategy).

This fast-paced environment requires someone who is adaptable, detail-oriented, and able to manage multiple responsibilities and tasks without compromising on quality. You'll report directly to the Manager of the Go to Market Strategy & Operations Team and will be a key player in driving operational excellence within our Q2C space. We are looking for someone who can hit the ground running to manage multiple responsibilities while producing high quality work.

What You'll Be Doing:

* Ensure accurate bookings data and product allocation calculations are maintained throughout the Q2C process

* Support end-of-month and quarter-end close activities to ensure timely and accurate reporting

* Calculate product allocations using internal company algorithm

* Run monitoring reports and analyze the results to identify and address required actions

* Daily case management to ensure and resolve all questions/concerns from cross-functional teams

* Execute recurring data updates with precision and in a timely manner

* Address process and policy inquiries, escalating issues to management as needed

* Leverage your skills and judgment to make decisions and resolve operational challenges

* Design and drive requirements gathering to enhance process efficiency

Minimum Requirements:

* BA/BS degree required

* Understanding of the Quote to Cash lifecycle

* Proficiency in Microsoft Excel with strong analytical skills

* Excellent communication skills, both written and verbal, with the ability to confidently address and resolve difficult issues

* Ability to thrive in a dynamic, fast-paced environment, managing multiple deadlines while maintaining accuracy

* Strong understanding of broader business and financial concepts

* Exceptional attention to detail and a commitment to delivering high-quality work

* Collaborative team player who also demonstrates initiative and the ability to work independently

Pay Range: $28.00- $30.00 hourly

The specific compensation for this position will be determined by a number of factors, including the scope, complexity and location of the role as well as the cost of labor in the market; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Our full-time consultants have access to benefits including medical, dental, vision and 401K contributions as well as any other PTO, sick leave, and other benefits mandated by appliable state or localities where you reside or work.

Job Tags

Hourly pay, Full time, Contract work, 3 days per week,

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