Sales Operations Specialist (Deal Desk & Renewals)

Contract Administration & Documentation: Prepare and send assignment documents for customer signature to execute hierarchy swaps on Intuit Enterprise Suite (IES) agreements; Manage early renewals and amendments that change contract structure, and process corrections to existing agreements - billing errors, entity name changes, structural fixes - that keep the account accurate without altering its revenue terms. What You'll Do: Account Investigation & Problem-Solving: Use Salesforce to dig into billing, contract, and quote issues, tracing the history of an account to understand how a discrepancy occurred and what the correct end state should be; This is heavy investigative work: reconciling contract terms against billing records, identifying root cause on messy or ambiguous accounts, and determining the right corrective action.

Kforce's client in Plano, TX is looking for a Sales Operations Specialist (Deal Desk & Renewals) to keep their Mid-Market book clean, accurate, and moving - enabling direct sellers to stay focused on new business and expansion revenue. Reporting into Sales Operations, this person becomes the go-to problem solver for mid-market sellers and CSMs whenever something on an account needs to be fixed, restructured, or clarified: hierarchy swaps, early renewals, amendments, and contract corrections. What You'll Do:

• Account Investigation & Problem-Solving: Use Salesforce to dig into billing, contract, and quote issues, tracing the history of an account to understand how a discrepancy occurred and what the correct end state should be; This is heavy investigative work: reconciling contract terms against billing records, identifying root cause on messy or ambiguous accounts, and determining the right corrective action
• Contract Administration & Documentation: Prepare and send assignment documents for customer signature to execute hierarchy swaps on Intuit Enterprise Suite (IES) agreements; Manage early renewals and amendments that change contract structure, and process corrections to existing agreements - billing errors, entity name changes, structural fixes - that keep the account accurate without altering its revenue terms
• CSM & Cross-Functional Partnership: Work closely with Customer Success Managers to understand customer issues and pain points surfacing on their accounts, and recommend a course of action to resolve them; Partner with Deal Desk, Revenue Recognition, and Sales Operations as needed to execute the fix once a path is agreed
• Process & Follow-Through - Own these requests end to end: intake, investigation, execution, and confirmation that the customer's agreement and Salesforce records are correct and in sync; Flag recurring issues or gaps in process back to Sales Operations so root causes get fixed upstream, not just patched case by case

Requirements:

• 2-3 years of experience in Sales Operations, Deal Desk, Contracts Administration, or a similar customer/contract-facing operational role - B2B SaaS environment a plus
• Strong, hands-on Salesforce skills, with the ability to investigate and reconstruct the history of an account from contract, quote, and billing data
• Comfortable working directly with customers on document signature and basic contract clarifications
• Strong attention to detail and comfort with ambiguity - able to take a vague "something's wrong on this account" and figure out exactly what and why
• Experience with DealHub and/or Ironclad is a plus
• Clear, professional written and verbal communicator, able to work across Sales, CS, and Deal Desk without heavy oversight
• Organized and self-directed; Able to manage a queue of concurrent requests at varying stages of completion