Quote to Order Specialist

🌍 Remote, USA 🎯 Full-time 🕐 Posted Recently

Job Description

Our SaaS client is hiring for a Quote-to-Order Operations Specialist to own the critical handoff point in their commercial pipeline the moment where contract data gets validated, cleaned, and passed downstream to provisioning and billing.

You'll sit at the intersection of GTM, Revenue Operations, Revenue Accounting, and Legal, acting as the quality gate that ensures what was sold matches what gets activated. Day-to-day, you'll review quotes and order forms for accuracy, triage inbound redline requests, validate contract data in Salesforce before it flows to down stream systems, and help sales reps navigate deal policies as they evolve.

You'll also own a meaningful backfill project: bringing historical contract data up to the same standard going forward.

Validate contract data in Salesforce and the Price Sheet before opportunities hand off to Order Management for provisioning you are the control point that ensures commercial terms, pricing, Org UUIDs, and commit structures are accurate and complete
Triage inbound order form redline requests: resolve in-scope edits (customer info, term dates, commercial terms, payment terms, minor cleanup) directly, and escalate out-of-scope items to Legal same-day to protect turnaround SLAs
Review and approve quote creation, quote edits, and new Org UUID requests; support commit reviews during data migrations
Guide Account Executives through deal policy unified discounts, ramp structures, approval paths and help transition in-flight deals from legacy quote formats to new ones
Drive a historical data backfill effort to bring all existing contracts up to the validation standard applied to new deals
Track patterns in the errors and escalations you see, and surface them to Revenue Operations, Revenue Accounting, and Legal so the upstream process gets better over time
Maintain process documentation so the playbook survives beyond any single person

Requirements

3+ years in deal desk, order management, revenue operations, sales operations, or a similar role where you owned data accuracy in a quote-to-cash workflow
Detail-oriented not as a personality trait you list on a resume, but as something colleagues would say about you unprompted
Can read an order form and a Salesforce opportunity side-by-side and spot where they disagree
Communicate clearly and diplomatically with sales reps who are under quota pressure and with legal and accounting partners who have their own constraints
Move quickly without cutting corners you understand that a tight SLA and a high accuracy bar are both non-negotiable -Strong candidates may also have Hands-on experience with Salesforce, CPQ (ideally nue.io), Ironclad, DocuSign, or similar quoting and contract tools
Exposure to consumption-based or usage-based pricing models commits, ramps, drawdowns, true-ups
Experience at a high-growth SaaS or cloud company where the process you ran at the start of the year looked nothing like the one you ran at the end
A track record of handling order form or contract redlines without needing legal review for every change

In this position, you may have access to client or customer systems, confidential and/or proprietary information or data.

Benefits
Creative Circle's Freelance Employee benefits package includes eligibility for Minimum Essential Coverage (MEC) medical plan, dental/vision/term life package, discount prescription program, critical illness, accident, tele-behavioral health, and 401(k) plan. Sick leave is provided to Candidates whose assignment work location is in a state or city subject to sick leave laws. A Minimum Value (MV) PPO medical plan, Employee Stock Purchase Plan, and paid holiday eligibility are based on length and dates of service.

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Lyla Weiss - Recruitment Strategist

For Creative Circle to represent you for this opportunity, you must be currently authorized to work in the United States without the need of employer sponsorship for a non-immigrant visa such as a H-1B, TN, or O visa. We do not support or provide training for STEM/OPT programs. Additionally, you must be physically located in and perform the work for our client in the United States.This is a new role.

This job was first posted by Creative Circle on 03/10/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.

This job was posted on 03/10/2026 and is open for 60 days

Creative Circle is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results. Creative Circle will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. If you need a reasonable accommodation in the application process, please contact your Recruiter (the person you'll be interviewing with) or a member of our Human Resources team to make arrangements. United Healthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Creative Circle.

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