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Job Title: Salesforce CPQ Quoting Specialist & Process Analyst
Location: Ultralag, Heredia (Hybrid)
Experience: 5+ years (SFDC/CPQ focus)
Education: Bachelor’s degree preferred
No. of Openings: 4

Summary:

• The Salesforce CPQ Quoting Specialist & Process Analyst is responsible for building both complex, customized quotes and high-volume transactional quotes with a strong focus on accuracy, consistency, and speed.
• This role partners closely with the sales team to ensure quotes are properly structured, aligned with business rules, and delivered efficiently to support the sales cycle.
• Additionally, this role contributes to evaluating and improving the overall quoting process by analyzing workflows, identifying inefficiencies, and providing actionable recommendations to enhance scalability, streamline operations, and improve stakeholder experience.

Core Responsibilities:

• Configure and build complex quotes for custom solutions, ensuring all client needs and specifications are met
• Generate high-volume, straightforward quotes efficiently and accurately
• Ensure all quotes adhere to company policies and pricing strategies
• Coordinate end-to-end quote lifecycle, including handling non-standard requirements
• Develop expertise in proprietary tools to shape opportunities and translate them into Salesforce quotes
• Analyze current quoting processes to identify areas for improvement
• Collaborate with Sales Operations to understand challenges and streamline workflows
• Provide actionable feedback and recommendations to enhance efficiency and accuracy
• Ensure compliance with company policies
• Address and escalate issues related to quote generation
• Collaborate cross-functionally to resolve complex quoting challenges
• Partner with Global Evergreen Subscriptions Portfolio Sales team
• Act as a liaison between Sales Operations, Account Executives, Deals Desk, and management
• Participate in cross-functional meetings to align processes and strategies
• Track and report on quote outcomes, including win/loss insights and key metrics

Required Skills:

• Proven experience in a sales, quoting, or process improvement role
• Strong expertise in Salesforce (SFDC) – minimum 5 years required
• Experience with Salesforce CPQ and quote configuration
• Strong analytical skills with focus on process optimization, cost structures, and contract terms
• High attention to detail and strong numerical aptitude
• Excellent communication and interpersonal skills
• Ability to manage multiple tasks and prioritize effectively in a fast-paced environment

Desired Skills:

• Bachelor’s degree
• Experience working with Sales Operations, Deals Desk, and cross-functional teams
• Experience in high-volume quoting environments
• Familiarity with proprietary quoting or sales tools
• Experience analyzing workflows and driving process improvements

Job Title: Data Engineer – Customer Success Analytics
Location: Hybrid, Ultralag, Heredia
Education: Bachelor’s degree in Computer Science, Engineering, Information Systems, or related field (or equivalent experience)
Experience: 2+ years in data engineering, analytics engineering, or similar roles
No of Openings: 1

Summary:

• The Data Engineer – Customer Success Analytics is responsible for building and maintaining the data infrastructure that supports Customer Success operations and decision-making.
• This role focuses on developing scalable data pipelines, improving data models, and ensuring high-quality, reliable datasets for reporting and analytics.
• The ideal candidate is hands-on, detail-oriented, and passionate about transforming complex data into actionable insights that drive customer outcomes, operational efficiency, and future automation initiatives.

Roles and Responsibilities:

• Design, build, and maintain ETL/ELT pipelines from systems such as Salesforce and other operational platforms into data warehouses (e.g., Snowflake).
• Audit, normalize, and restructure existing data models, tables, and views to improve performance, consistency, and usability.
• Develop clean, scalable, and analytics-ready data models to support dashboards, reporting, and operational workflows.
• Translate business requirements (e.g., ARR, renewals, churn, consumption, customer health) into structured and well-documented data definitions.
• Investigate and resolve data discrepancies by identifying root causes and implementing long-term fixes.
• Optimize query performance, data processing, and overall data warehouse efficiency.
• Implement data validation frameworks, monitoring processes, and quality controls to ensure data accuracy and reliability.
• Document data lineage, transformations, and definitions to support governance and transparency.
• Collaborate with Data Analysts, Customer Success teams, and Operations to build scalable and reusable datasets.
• Prepare structured datasets to support automation initiatives, reporting improvements, and future AI-driven use cases.

Required Skills:

• 2+ years of experience working with data in roles such as Data Engineer, Data Analyst, Analytics Engineer, or similar.
• Strong SQL skills and experience with ETL/ELT processes and data modeling.
• Experience with at least one programming language (e.g., Python, Scala, C#, or similar).
• Hands-on experience with data warehouse technologies (e.g., Snowflake, BigQuery, Spark).
• Familiarity with data build tools such as DBT.
• Experience with version control tools (Git/GitHub) and development workflows.
• Strong understanding of data modeling principles (normalization, dimensional modeling, schema design).
• Proven ability to identify and improve data pipeline and reporting performance.
• Strong analytical and problem-solving skills, particularly in resolving data inconsistencies.
• Ability to work cross-functionally and communicate technical concepts clearly.
• English C1

Desired Skills:

• Experience working with Salesforce data models (Accounts, Opportunities, Contracts, Subscriptions).
• Familiarity with tools such as Tableau, Gainsight, or similar analytics platforms.
• Experience supporting SaaS or subscription-based business models (ARR, renewals, churn, consumption).
• Exposure to automation, predictive analytics, or AI-related data preparation.
• Experience with data governance, access control, and documentation standards.
• Knowledge of REST APIs and server-side technologies (e.g., Node.js, TypeScript, Python).

Job title: Sales Coach
Work Location: UltraLag, Lagunilla, Heredia
Experience: Yes, Sales experience
Education Qualification: Any Diploma

Summary:

• The Sales Coach is responsible for driving sales performance improvement across multiple DoorDash programs through live coaching, floor support, QA reinforcement, role-play facilitation, and operational accountability.
• This role partners closely with Operations Managers, Team Leads, QA, and Training teams to improve conversion behaviors, strengthen execution consistency, and reinforce consultative selling techniques in high-volume outbound sales environments.
• The Sales Coach must be highly operational, data-driven, and capable of identifying behavioral gaps impacting business performance across programs such as:
• Ads & Promotions
• Outbound Sales
• Implementation Associates
• Account Management (AM)
• Retention & Activation workstreams

The ideal candidate is energetic, highly organized, coaching-oriented, and comfortable operating in fast-paced KPI-driven environments with aggressive performance targets.

Roles and Responsibilities:

Sales Coaching & Floor Support

• Conduct daily side-by-side coaching sessions and live call inspections.
• Deliver real-time coaching focused on:  first 30 seconds,  discovery quality,  objection handling,  same-call close,  call control,  and merchant engagement.
• Reinforce consultative selling and value-based pitching techniques.
• Facilitate floor walks and provide immediate behavioral feedback to agents.

Training & Development

• Conduct:  role plays,  calibration sessions,  huddles,  workshops,  and refresher trainings.
• Build scenario-based coaching aligned to: Ads, Promotions,  Supply Chain,  Retention,  Activations,  and Account Management.
• Support onboarding and nesting for new hires.
• Track coaching effectiveness based on performance movement, not attendance.

QA & Performance Alignment

• Partner with QA teams to identify recurring behavioral gaps.
• Reinforce QA expectations tied directly to conversion outcomes.
• Support calibration sessions between QA, Operations, and Training.
• Ensure coaching plans align with business metrics and client expectations.

Operational Excellence

• Analyze:  conversion trends,  DM connect rates,  activation progression,  pipeline aging, QA trends, and productivity metrics.
• Identify performance blockers and escalate operational risks. Participate in daily standups, WBR preparation, and recovery planning.
• Support leadership with performance recovery initiatives.

Performance Accountability

• Maintain coaching trackers and action plans.
• Monitor progress of low performers and PIP employees.
• Reinforce execution discipline and operational consistency across the floor.
• Replicate top performer behaviours and best practices.

High-Volume Outbound Sales

• Execute heavy outbound phone outreach daily to drive store closed-won performance
• Manage a large call volume while maintaining high-quality, consultative conversations
• Own weekly quotas across multiple growth products
• Prospect and find decision makers when contact information is unavailable
• Effectively build and manage a pipeline of opportunity including a strong follow up cadence

Product Adoption & Revenue Growth

• Drive adoption across Ads, Promos & Loyalty, Menu Photos
• Identify opportunities for bundled and multi-product solutions
• Overcome objections and navigate conversations with time-constrained decision-makers
• Close opportunities efficiently in a high-velocity sales cycle
• Operational Excellence
• Accurately track outreach, pipeline, and closed-won activity in Salesforce (or similar CRM)
• Meet or exceed weekly activity and performance expectations such as Dials and Talk Time as well as Closed Won Opportunities
• Leverage tools such as Google Sheets/Excel and outbound dialers (e.g., Dialpad, Outreach) to maximize productivity

Required Skills:

• 2+ years of experience in:  outbound sales,  sales coaching,  QA,  or BPO sales leadership.
• Strong knowledge of:  consultative selling,  objection handling,  pipeline management,  and same-call close strategies.
• Experience in KPI-driven environments.
• Strong communication and presentation skills.
• Ability to coach in real time on the production floor.
• Intermediate to advanced English proficiency (B2+/C1 preferred).
• Strong analytical and operational mindset.

Desired Skills:

Experience supporting Delivery programs or food delivery/eCommerce operations.

Experience with:

• Salesforce, CRM tools, QA platforms, and operational dashboards.
• Experience managing sales recovery plans and performance improvement initiatives. Core Competencies
• Coaching & Development
• Sales Execution
• Operational Discipline
• Leadership Presence
• Accountability Management
• Consultative Selling
• Performance Analysis
• Communication Skills
• Problem Solving

What Success Looks Like

• Strong floor presence
• High coaching visibility
• Faster rep ramp-up
• Improved operational consistency
• Better execution discipline
• Stronger conversion quality
• Positive impact on business KPIs and client satisfaction

Job title: Operations Manager
Work Location: UltraLag, Lagunilla, Heredia
Experience: 3+ years of experience in Sales Operations, BPO Operations, Outbound Sales Management, or related leadership roles.
Education Qualification: Any Diploma

Summary:

• The Sales Operations Manager (OM) will lead and oversee the operational performance of Sales programs, ensuring high productivity, strong sales performance, operational excellence, and client satisfaction. This role is responsible for driving outbound sales strategy execution, pipeline and funnel management, coaching leadership teams, improving conversion metrics, and ensuring teams consistently achieve KPIs and revenue goals.
• The ideal candidate is a highly analytical and results-driven leader with strong experience managing outbound sales environments, developing leaders, driving accountability, and building scalable operational processes in fast-paced BPO or sales organizations.

Roles and Responsibilities:

• Lead and manage outbound sales operations, ensuring achievement of client and business KPIs.
• Oversee Team Leads, Quality Analysts, and Sales teams to drive high performance and accountability.
• Monitor and improve sales funnel performance, pipeline health, conversion rates, and operational efficiency.
• Develop and execute action plans to improve productivity, quality, attendance, and revenue generation.
• Conduct regular business reviews, calibration sessions, and performance analyses with internal stakeholders and clients.
• Drive coaching culture focused on sales effectiveness, objection handling, negotiation, and consultative selling.
• Analyze operational and sales performance data to identify trends, opportunities, and risks.
• Ensure operational excellence through process optimization, SLA compliance, and continuous improvement initiatives.
• Collaborate cross-functionally with TA, Training, QA, Workforce Management, HR, and Client stakeholders.
• Maintain strong client relationship management through transparent communication and operational ownership.
• Lead staffing, forecasting, scheduling, and resource planning initiatives to support business demands.
• Ensure teams adapt quickly to process updates, client expectations, and evolving business needs.
• Present operational performance reports, insights, and action plans to leadership and clients.
• Foster a high-performance culture focused on accountability, engagement, and employee development.

KPIs / Performance Metrics:

• Sales Conversion Rate
• Revenue Achievement
• Pipeline Health & Funnel Performance
• SLA & Productivity Compliance
• Attendance & Attrition Management
• Client Satisfaction Metrics
• QA & Coaching Effectiveness
• Employee Engagement & Retention
• Operational Efficiency Improvements

Required Skills and Competencies:

• English B2+
• Operational Leadership
• Outbound Sales Leadership
• Operational Excellence
• Performance Management
• Accountability & Ownership
• High-Performance Team Management
• Sales & Business Management
• Pipeline & Funnel Management
• Sales Coaching & Development
• Revenue & Conversion Optimization
• Forecasting & Workforce Planning
• Client Relationship Management
• Analytical & Strategic Skills
• Data-Driven Decision Making
• KPI Analysis & Reporting
• Root Cause Analysis
• Process Improvement
• Business Strategy Execution
• Interpersonal & Behavioral Competencies
• Cross-Functional Collaboration
• Adaptability in High-Pace Environments
• Conflict Resolution
• Strong Communication Skills
• Leadership Presence & Influence

Preferred Qualifications:

• Experience managing outbound sales campaigns within BPO environments.
• Experience working with delivery platforms or similar SMB sales programs is highly preferred.
• Advanced Excel and reporting skills; Power BI knowledge is a plus.
• Strong experience managing large-scale operations and multiple stakeholders.
• Proven track record of driving sales growth and operational improvements.
• Experience with CRM platforms such as Salesforce, Outreach, or similar tools.

Job title: Outbound Lead Generation Representative
Work Location: Remote (Applicable to candidates located in Alabama (AL), Georgia (GA), Indiana (IN), Iowa (IA), Kentucky (KY), Louisiana (LA), Mississippi (MS), North Carolina (NC), South Carolina (SC), Tennessee (TN), Texas (TX), West Virginia (WV))
Experience:  Minimum of 6 months of experience in customer service, call centre, or sales preferred
Education Qualification: High School Diploma or GED

Roles and Responsibilities:

• In this role, you’ll connect with existing military customers and their families on behalf of one of the nation’s largest insurance providers. Your primary responsibility will be to generate qualified leads and smoothly transfer calls to licensed Insurance Agents, ensuring a seamless experience for the customer.
• Make outbound calls to existing military customers and their families on behalf of one of the nation’s largest insurance providers
• Engage customers in professional, courteous conversations to build trust and interest
• Identify and qualify potential leads based on customer needs and eligibility.
• Seamlessly transfer qualified calls to licensed Insurance Agents for further assistance
• Maintain accurate records of calls, leads, and outcomes in the CRM system
• Meet or exceed daily and weekly performance targets for call volume and lead generation
• Provide feedback to the team on customer trends and opportunities for improvement

Required Skills & Desired Skills

• Private and secure workspace at home free from background noise or distractions
• Strong communication skills with the ability to engage diverse customers clearly and professionally
• Ability to listen actively, handle objections, and build rapport quickly
• Comfortable working with call scripts while adapting to customer needs
• Basic computer skills and familiarity with CRM or call management systems
• Goal oriented, self motivated, and able to work independently in a remote environment
• Respectful and empathetic approach when working with military families
• Prior work-from-home call center experience is a plus!
• Must complete a self-administered tech validation tool through Thinscale
• Must strictly adhere to assigned work schedules and have no scheduling conflicts within the next 30 days
• Must be able to pass the background check and Drug Screen