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crm forecasting salesforce excel pipeline📋 Description
- Partner across Sales, Finance, Legal, and CX to align quote-to-cash.
- Own end-to-end order management, approvals, and compliant bookings.
- Leverage data to surface pipeline health, deal trends, and performance.
- Support annual planning: territory design, quotas, and GTM execution.
- Lead deal structuring and escalation to unblock complex deals.
🎯 Requirements
- 5+ years in Revenue/Ops or Deal Desk in SaaS.
- Own end-to-end quote-to-cash: structuring, pricing, approvals, orders.
- Proficient in Salesforce and Excel; strong reporting.
- Analytical skills to translate data into pipeline and forecast.
- Understand SaaS metrics: ACV/ARR, pipeline, conversions.
- Cross-functional partner with Finance, Legal, CS, and Business Systems.
🎁 Benefits
- Culture focused on diversity and inclusion.
- Family-like team; collaborative environment.
- Inclusive, supportive workplace with growth opportunities.
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