Pre-Classification Specialist

We are seeking a detail-oriented and analytical Pre-Classification Specialist. This role is critical in ensuring accurate revenue recognition and opportunity classification by evaluating Salesforce opportunities and quote data according to defined renewal and reclassification policies.

The ideal candidate will be responsible for reviewing open opportunities, analyzing quote line items, and applying pre-class and re-class logic using Salesforce dashboards and Excel- based tools. You will collaborate closely with our client's Sales Operations team.

Key Responsibilities:

• Analyze open opportunities and identify those requiring preclass or reclass actions using Salesforce reports and dashboards.
• Perform detailed data evaluation using quote-level and closed-won history reports to determine appropriate revenue classification.
• Execute preclass and reclass logic within macro-enabled Excel worksheets to calculate accurate ACV (Annual Contract Value)...