Job Description:

The Deal Desk Analyst partners with the Direct and Indirect Sales Teams team to facilitate the generation of quotes, and agreements to ensure proper handoff to Order Management in a timely manner.

This role will provide administrative support to Sales and work with cross functional business partners to ensure overall data quality and efficiency.

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:

Provide support to the direct and indirect Sales Team assigned as deal desk person to a designated sales region assisting with new quotes and amendments to streamline sales cycles with positive throughput to order activation.
Develop and maintain positive internal business partner relationships with various functions inside the company to ensure customer requests are handled properly.
Assist in processing orders by accurately generating contracts, entering data into Salesforce, and configuring orders accurately in.
Liaise between Sales, Legal, Customer Success, Renewal Management and Order Management to ensure contracts are provided to the customers and prospects in a timely manner.
Monitor status of all opportunities to ensure data captured in the CRM is complete and accurate.
Perform various administrative duties and support in other departments when needed.

KNOWLEDGE, SKILLS AND ABILITIES:

Meticulous attention to detail
Strong collaborative skills with internal business partners
Strong communication skills over both phone and email
Show creative problem-solving approach and strong analytical skills
Ability to multi-task and prioritize workload to maximize efficiency.
Effective listener
Excellent oral & written communication skills required.
Must have strong interpersonal, organizational, time management, negotiating, closing, decision making, presentation, strong phone skills, exceptional listening skills and above average problem-solving skills.
Proficiency in Microsoft Office Packages.
Proficient in basic math (i.e Algebra, Percentages)

EDUCATION, TRAINING AND EXPERIENCE:

Minimum of 3-5 years of experience in a sales, pricing, deal desk, or sales operations or analytics role

Preferably a Bachelor’s Degree, ideally Business administration, finance / accounting, or related field or equivalent combination of education and experience.
Previous work experience in a sales or customer service-oriented role preferred.
Experience with Salesforce required.
Experience with Oracle, Workday, CPQ a plus.

REQUIRED FOUNDATIONAL COMPETENCIES:

Builds Relationships: Fosters open dialogue and obtains shared commitment to proposals; shared ideas and information to promote mutual understanding, respect, and effective decision-making.
Drives for Results: Acts to create opportunities for Vertex; has the courage to act with incomplete information rather than simply thinking about it; maintains a focused commitment to achieving enterprise objectives.
Knows the Business: Understands and applies knowledge of Vertex’s business and processes to accomplish goals.
Anticipates Customer Needs (internal and external): Establishes and maintains productive relationships with customers and partners, anticipating their needs.
Learns Continuously: Expands own knowledge base to enhance performance; seeks development to increase strengths for current and future needs.

COMMENTS:

The above statements are intended to describe the general nature and level of work being performed by individuals in this position. Other functions may be assigned, and management retains the right to add or change the duties at any time.

Vertex, Inc.

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