Data Entry Salesforce CPQ Specialist
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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