Data Entry Salesforce CPQ Specialist

Posted 2025-05-22
Remote, USA Full-time Immediate Start

Title: Data Entry / Quote Analyst
Remote (US-based candidates preferred)
3–6 Month Contract

Overview:
Our client is seeking a detail-oriented Data Entry / Quote Analyst to support its Customer Success team during a critical renewal cycle. This is not a Salesforce CPQ configuration role — we're looking for someone who can work through a high-volume list of renewals and generate quotes quickly and accurately using Salesforce.

    What You'll Do:
  • Work from a Smartsheet list of thousands of renewal customers
  • Generate and align quotes within Salesforce based on predefined renewal terms
  • Submit quotes for internal approvals when needed
  • Coordinate with the Customer Success team to ensure quotes are ready for delivery
  • Targeting 12–15 quotes/day — this is a fast-paced, data-heavy role
  • Interface only with internal stakeholders (no external communication)
  • What You Won't Do:
  • No hands-on Salesforce configuration
  • No customer communication or technical troubleshooting
  • Ideal Background:
  • 1–3 years of experience in data entry, operations, sales support, or customer success
  • Familiarity with Salesforce (Sales Cloud or CPQ HIGHLY preferred)
  • Experience preparing quotes, contracts, or renewal documentation
  • Comfortable navigating spreadsheets and large data sets
  • Fast, accurate, and organized — with a strong attention to detail
  • Must be able to work EST or CST
  • Bonus Points For:
  • Prior experience generating quotes in Salesforce CPQ (no configuration experience required)
  • Experience supporting high-volume renewal or deal processes

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