Position Overview:

The Deal Desk Analyst will report to the Sales Operations Manager. In this role you will help manage our sales contract processes, partnering with Sales Leadership, Finance, Legal, and the rest of the Sales Enablement team to ensure that all contracts are accurately and promptly loaded into our CRM.
LightBox is building its core go-to-market infrastructure around Salesforce and is rolling out a new instance to cover the entire business. LightBox was formed through eight acquisitions and is building a connected commercial real estate (CRE) data company. LightBox currently has over 10,000 existing customers today from a diverse set of segments, including CRE Brokers, Banks, Environmental Engineers, Insurers, and tech companies.

What you will do and achieve:

The Deal Desk Analyst is instrumental in driving LightBox’s ability to scale. In this role, you will:

Partner with Senior Sales Leadership, the Sales Community and other internal stakeholders as a trusted adviser capacity
Review all Closed Deals/Opportunities in Salesforce for adherence to corporate governance of Business, Legal & Finance Rules (Quotes, Products, Cases, Renewals, T&Cs, Billing, Revenue Recognition, etc.).
Validate that all internal sales processes are adhered to.
Review each Opportunity/Deal created outside of Salesforce for Business/Legal/Finance Reviews and Approvals before being released to the Account
Proactively works with functional business stakeholders to define and design reports and dashboards in Salesforce
Identify patterns and areas to drive better process adherence, better data quality, operating efficiencies, and improve sales productivity
Monitor the Sales Support Zoom channel to provide general assistance and advice on common deal questions and Quote to Cash process questions
Monitor the Sales Support case queue in Salesforce, consistently maintaining case SLAs
Partner with Field Sales to accelerate quoting process through operational efficiencies and training calls
Collaborate with impacted parties to identify solutions for common Quote to Cash errors
Personal Growth / Projects
Focus on Quote to Cash process automation and improvement, broader Field Operations projects, and working with cross functional teams at Lightbox

Who you are:

Education

College degree preferred but not required

Experience

Demonstrated familiarity with the Enterprise SaaS/B2B Industry - Deal Desk, Order Management, Finance Operations, Sales Operations or Pricing experience preferred
Basic understanding of revenue recognition rules
Experience with Salesforce and CPQ
B2B SaaS companies

Key Knowledge & Skills

Ability to work independently, effectively operate, and influence in a cross-functional environment
Ability to develop user training materials and partner with users across the company
Organized and excellent documentation skills
Excellent communicator, self-aware, transparent, professional, and open to feedback
Ability to multitask and prioritize at times of high volume, schedule flexibility during End of Month, End or Quarter
Ability to prioritize and effectively manage tasks
Highly organized, customer-focused, innovative and strong attention to details

Core Competencies

Ability to prioritize, multi-task and ensure deadlines are met in a fast-paced, changing environment
Ability to work independently and as part of a team
Strong oral and written communication skills to interface with all levels of the organization and external partners

Physical Requirements

Sitting for extended, continuous periods of time
Communicating via telephone/video conference calls

This job description is a general listing of the required tasks and expectations of the position and in no way implies that the duties listed above are the employee’s only responsibilities. The employee is expected to perform other tasks, responsibilities and training as instructed by their supervisors. Duties and responsibilities may change at any time with or without notice.

This position may require additional hours outside of the standard work schedule including occasional holiday, evening and/or weekend hours in order to meet deadlines or to accommodate customers.

LightBox and all its holding companies are an equal opportunity/affirmative action employer. It is the policy of the LightBox and its holding companies to prohibit discrimination of any type and to afford equal employment opportunities to employees and applicants, without regard to race, color, religion, sex, national origin, age, disability, or veteran status.

NO TELEPHONE CALLS OR AGENCY SOLICITATION PLEASE.

Job Type: Full-time

Pay: $80,000.00 - $85,000.00 per year

Benefits:

401(k) matching
Dental insurance
Health insurance
Health savings account
Paid time off
Vision insurance
Work from home

Schedule:

Monday to Friday

Supplemental pay types:

Bonus pay

Experience:

quote to cash process: 5 years (Preferred)
Salesforce: 5 years (Preferred)

Work Location: Remote

Lightbox

New Jobs

Deal Desk Analyst