Validates financial data in Salesforce CPQ by reconciling sales opportunities against contracts and historical data. Collaborates with Sales to resolve inaccuracies, generates reports, responds to case and Chatter inquiries, performs audits, analyzes data, and supports process improvements. The role also identifies automation opportunities and uses approved AI tools to improve validation, reporting, documentation, and recurring operational workflows while maintaining data quality and controls.
Description
Why YOU want this position
At Enverus, we're committed to empowering the global quality of life by helping our customers make energy affordable and accessible to the world.
We are the most trusted energy-dedicated SaaS company, with a platform built to maximize value from generative AI, and our innovative solutions are reshaping the way energy is consumed and managed. By offering anytime, anywhere access to analytics and insights, we're helping our customers make better decisions that help provide communities around the world with clean, affordable energy.
The energy industry is changing fast. But we've continued to lead the way in energy technology, creating intelligent connections across the entire energy ecosystem, from renewables, power and utilities, to oil and gas and financial institutions. Our solutions create more efficient production and distribution, capital allocation, renewable energy development, investment and sourcing, and help reduce costs by automating crucial business operations. Of course, this wouldn't be possible without our people, which is why we have built a team of individuals from a diverse range of backgrounds.
Are you ready to help power the global quality of life? Join Enverus, and be a part of creating a brighter, more sustainable tomorrow.
Job Duties / Main Responsibilities
Competitive Candidate Profile
Benefits
Why YOU want this position
At Enverus, we're committed to empowering the global quality of life by helping our customers make energy affordable and accessible to the world.
We are the most trusted energy-dedicated SaaS company, with a platform built to maximize value from generative AI, and our innovative solutions are reshaping the way energy is consumed and managed. By offering anytime, anywhere access to analytics and insights, we're helping our customers make better decisions that help provide communities around the world with clean, affordable energy.
The energy industry is changing fast. But we've continued to lead the way in energy technology, creating intelligent connections across the entire energy ecosystem, from renewables, power and utilities, to oil and gas and financial institutions. Our solutions create more efficient production and distribution, capital allocation, renewable energy development, investment and sourcing, and help reduce costs by automating crucial business operations. Of course, this wouldn't be possible without our people, which is why we have built a team of individuals from a diverse range of backgrounds.
Are you ready to help power the global quality of life? Join Enverus, and be a part of creating a brighter, more sustainable tomorrow.
Job Duties / Main Responsibilities
- Process and validate critical financial data points on Opportunities submitted by the Sales team in Salesforce CPQ by reconciling them against customer-signed contracts and historical data.
- Collaborate with Sales Representatives to understand the intent behind deals and troubleshoot inaccuracies within Salesforce opportunities.
- Identify workflow gaps, Salesforce object issues, and opportunities for process improvements.
- Generate and deliver Salesforce reports in accordance with established SLAs.
- Respond to queries submitted through the case management process within SLA timelines.
- Address internal team and Sales team questions/comments through Salesforce Chatter in a timely manner .
- Participate in ad hoc projects, data analysis, and other initiatives as assigned.
- Complete assigned audit activities accurately and within defined timelines.
- Leverage approved AI tools, including ChatGPT, Claude, and other automation solutions, to improve efficiency in data validation, analysis, reporting, documentation, and recurring operational tasks.
- Identify opportunities to automate manual or repetitive workflows and support the development, testing, and adoption of AI-assisted processes while maintaining appropriate data quality, controls, and human review.
Competitive Candidate Profile
- Bachelor's or associate degree.
- Minimum of 2 years of experience working with Salesforce.
- Experience with Salesforce CPQ is preferred.
- Highly detail-oriented, self-motivated, organized, and accountable.
- Strong process control mindset with excellent analytical skills.
- Demonstrates a strong work ethic, integrity, and a willingness to learn and grow.
- Excellent written and verbal communication skills with the ability to collaborate effectively with Sales and internal stakeholders.
- Able to work independently under moderate supervision.
- Proficient in Microsoft Office applications, particularly Excel (including filtering, sorting, formulas, and formatting).
- Comfortable using AI and automation tools, such as ChatGPT or Claude, to support research, analysis, documentation, and process improvement; experience building prompts, reusable workflows, or simple automation is a plus.
Benefits
- Medical
- Dental
- Vision
- Life, AD&D, Disability, Critical Illness, and Accident Insurance
- Employee Assistance Program (EAP)
- Health Savings Account (HSA)
- Commuter Benefits
- Lifestyle & Wellbeing Program
- Pet Insurance
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