Job Description:

• Assist in the management and maintenance of CRM records to ensure data accuracy and completeness.
• Support sales forecasting, pipeline management, and reporting efforts by gathering and analyzing data.
• Ensure timely and accurate updates of opportunities, quotes, and deal approvals.
• Collaborate with Sales Operations leadership to streamline and improve sales processes.
CRM Quotes Support
• Support the creation and validation of quotes in the CRM system, ensuring accuracy and compliance with pricing policies.
• Work closely with sales teams to troubleshoot quoting issues and provide guidance on quoting best practices.
• Assist in the implementation of automation and process improvements within the CRM quoting workflow.
Deal Desk Support
• Assist in reviewing deals for accuracy, compliance, and approval requirements before submission.
• Support deal escalations by coordinating with Sales, Finance, and Legal to ensure smooth approvals.
• Help track and maintain deal approvals and discounting trends to support strategic decision-making.
• Ensure compliance with internal policies and contract guidelines.

Minimum Knowledge, Skills, and Abilities Required:

Experience:
• 4+ years of experience in Sales Operations, Deal Desk, CRM management, and/or a related field.
• Experience working with industry standard CRM.
• Strong analytical and problem-solving skills with attention to detail.
• Ability to work in a fast-paced, dynamic environment with cross-functional teams.
• Proficiency in MS applications for data analysis and reporting.
• Excellent communication and organizational skills.
Technical Proficiency:
• Experience with CPQ (Configure, Price, Quote) tools is a plus.
• Knowledge of B2B sales processes and sales cycle management.
• Understanding of pricing, discounting, and contract management principles.

Working Conditions:
• Normal office environment with extended periods of computer use.

Essential Functions:
• Collaborate across departments to achieve organizational goals.
• Maintain a high level of flexibility and adaptability to accommodate business needs.
• Ability to manage multiple priorities effectively while meeting deadlines.

About Us:

Momentive Software amplifies the impact of over 30,000 purpose-driven organizations in over 30 countries. Mission–driven organizations and associations rely on the company’s cloud-based software and services to solve their most critical challenges: engage the people they serve, simplify operations, and grow revenue. Built with reliability at the core and strategically focused on events, careers, fundraising, financials, and operations, our solutions suite is bound by a common purpose to serve the organizations that make our communities a better place to live. Learn more at momentivesoftware.com

Why Work Here?

At Momentive Software, we’re a team of passionate problem-solvers, innovators, and volunteers who believe in using technology to make a real difference. We dream big, support each other, and take pride in creating solutions that help our customers drive meaningful change. If you’re looking for a place where your work matters and your ideas are valued, you’ll find it here.

Medical, Dental & Vision Benefits
401(k) Savings Plan & Company Match
Flexible Planned Paid Time Off
Generous Sick Leave
Casual Environment
Purpose-Driven Culture
Work-Life Balance
Passionate About Community Involvement
Company Paid Parental Leave
Company Paid Short Term Disability
Hybrid Work Arrangement
Hazard Pay

Momentive Software actively embraces diversity and equal opportunity in a meaningful way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be, which is why we do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

All persons hired will be required to verify identity, minimum age of 18, eligibility to work in the Philippines (without sponsorship), and to complete the required employment eligibility verification form upon hire.