The Strategic Deal Desk Specialist is expected to deliver deal review, PO generation, analysis and structure guidance to the Sales team with the mission to meet customer requirements and ePS’ sales revenue goals. This position will be based out of our Pittsburgh, PA location
. Training and on-going development will occur in this office therefore it is expected that this be a remote position with as much as 2-3 days a week in office attendance required.
What you will do
- Serve as the escalation focal point for the Regional and Global Deal Desk team for all complex deals as well as back up when required.
- Structure and own approval process for all deals, including complex and highly visible enterprise sales transactions to meet customers’ critical business requirements while reducing sales cycles and adhering to ePS’ operational policies and accounting practices.
- Support sales and customers via contract creation, and license transfer agreements.
- Serves as the trusted advisor to the Sales team on deal structure and quoting, advises the team on alternative contract options, and/or value propositioning to help drive deal closure.
- Monitors deal review calls throughout the quarter and end of period cycle to provide general assistance and advice on common deal questions
- Monitors the Sales Support case queue, consistently maintaining case SLAs
- Partners with Field Sales to accelerate quoting process through operational efficiencies, training calls
- Report individual deal status and overall deal flow activities to sales leadership.
- Provide reports and commission data to cross-functional teams.
- Provide booking data analysis as requested
- Provide support for ongoing sales promotions
- Provide backup to the Salesforce.com support team as needed
- Support our Channel business with contracts, partner communications, pricing, quotes, commissions, SPIFs and promotions as well as various other sales operations services required for on-boarding, training and continued development in working with ePS.
This role might be a good fit if you
- Demonstrated familiarity with the Enterprise SaaS/B2B Industry - Deal Desk, Order Management, Finance Operations, Sales Operations or Pricing experience preferred
- Demonstrated ability to partner with GTM Teams and other cross-functional departments
- Experience in Direct and Channel Sales model is highly desirable
- Basic understanding of revenue recognition rules
- Highly organized, customer-focused, innovative and strong attention to details
- 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 distractions
- Strong quantitative skills and highly proficient in Salesforce.com
- Possess strong analytical and problem-solving skills.
- Have high emotional IQ (‘EQ’) and ability to maintain poise under pressure.
- Can form and maintain strong cross-functional business relationships
- Possess excellent skills in oral and written communication as well as documenting business justifications
- Possess a Bachelor’s degree in business, finance or related field.
- Have 3-5 years of solid experience as a financial analyst, sales operations specialist (deal desk specifically), and experience supporting a complex Sales organization.
- Possess change management skills and experience with a rapidly changing business environment and ongoing operational improvements.
- Possess strong analytical, accounting, and advanced Excel skills.
- Have experience with Salesforce.com (Lightning) in navigation, report generation, and report building
Benefits & Perks
- 401 (k) savings plan
- Growth Development Tuition reimbursement
- Group life & AD&D, Short & Long Term, EAP
- Paid Holidays and Unlimited PTO Plan
- Flexible Hybrid Work environment
- Medical, Dental & Vision benefit plan options