At Curriculum Associates (CA), we believe a diverse team leads to diversity in thinking, making our products better for teachers and students. If you read this job description, feel energized by what you see here, and believe you could bring passion and commitment to the role, but you aren’t sure you meet every qualification, please apply! Above all, we are looking for the right person!

Summary:

The Deal Operations team’s purpose is to provide the internal, operational support necessary to steer a sale from an emerging opportunity to the point of a purchase order ready to be processed by customer service. Each member of the team works with a dedicated group of sales representatives to provide them with this support. (This is a non-customer facing role.)

The Deal Operations Specialist acts as trusted, dedicated support to sales representatives in a geographic sales territory. This role plays a critical role in ensuring sales representatives maximize their active selling time, thus leading to increased revenue. Deal Operations Specialist pride themselves on their knowledge of the sales territories they work with, as well as their expertise of our company’s pricing, policies, and end-to-end deals process.

Essential duties/responsibilities:

Take the lead of operational success for significant, high value deals in your region, working cross-functionally to ensure orders flow efficiently from the initial opportunity to the order entry stage
Provide Sales Representatives with accurate and timely price quotes for Curriculum Associates products and services, especially for complex and strategic deals
Support the maintenance of opportunities in Salesforce, ensuring compliance with company policies and best practices
Act as a trusted subject matter expert and solutions-oriented partner, answering Sales Representatives’ questions regarding our pricing, policies, product configurations, quoting and order fulfillment process, and Salesforce
Leverage your knowledge of our pricing and policies to evaluate novel scenarios, interpret existing policies or processes, and make carefully considered decisions independently
Monitor the queue of quotes prepared by sales representatives that require additional approval from Sales Operations and determine if the quote/s should be “Approved” or “Denied”
Engage in further developing internal tools and processes by providing your ideas and feedback regarding their performance, efficacy, and efficiency, as well as engage in the process of implementing changes to these tools and processes
Interface with our customer service team by providing the information needed and/or identifying clear plans for the entry of complex orders
Keep clear and up-to-date documentation of complex deals in your region, contributing to the team’s collective knowledge base and ensuring any deviations from standard policy and practice has been noted and explained for future reference
Participate in training new sales team members on our pricing, policies, and internal tools

Required Job Skills and Abilities:

Analytic, critical thinker who enjoys solving problems and identifying solutions
Someone who approaches decision-making in a conscientious, fact-based manner
A clear and concise communicator both verbally and in writing (via email)
A person who thrives in a dynamic industry, and adapts well to change
Ability to establish productive and collaborative professional relationships with a variety of people

Required Education and Experience:

Bachelor’s degree, or equivalent experience
2-5 years of work experience
An organized, detail-oriented individual with excellent time management skills
Tech savviness with Excel familiarity, and a drive to further develop Excel skills
Experience with Salesforce is a plus, but not required

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Deal Operations Specialist

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