Deal Desk Analyst

THIS IS A HYBRID ROLE SO YOU HAVE TO BE ABLE TO GO INTO THE OFFICE 3 DAYS A WEEK

Job Description:

Title: Sales Operations - Deal Desk Specialist

Experience: 5+ years of relevant experience as part of Deal Desk Support and /or field Sales support organization is required. Successful track record in negotiations and deal management.

Education: Bachelor's degree in Business, Finance, or a related field.

Skills:

• supporting operations in a Lead to Cash environment. Having a finance / accounting operations background is preferred.
• with Accruals, Credit memos, Budgeting, Deal desk, Pricing.
• in using tools CRM/CPQ tools like Salesforce sales cloud, creating Salesforce reports.
• in using collaboration and productivity tools: Google docs, pivot tables / VLOOKUP’s.
• communication and interpersonal skills
• oriented with a focus on accuracy and compliance

Roles & responsibilities:

• for the execution of the sales process from quote, through contract negotiations, to closing - ensuring alignment with business objectives and policies.
• with sales team, both direct and indirect team, in negotiating the terms of the contract and the price in accordance with the internal policies of the client.
• all necessary information and documentation for finance and business leader reviews.
• a comprehensive overview of each deal, highlighting key terms and potential impact.
• Channel Partner Manager on lead qualification and enrichment - with the existing tools and infrastructure in Salesforce.
• timely lead qualification and update/ maintain accurate information in Salesforce.
• task management tools to create and monitor timelines for each deal stage.
• identify and address potential bottlenecks to keep deals on schedule.
• define and maintain SLAs for responses to internal and external stakeholders (sales team, Resellers & distributors)
• simple SQL queries and pull actuals data from distributor reports.
• data between HIVE (database), Salesforce and other reports to determine eligibility for deal registrations and other promotions.
• questions from Revenue Operations, Legal, and Finance on the reconciled data and help address issues on incentives, rebates, and payments.
• a report on an agreed cadence to highlight and prioritize issues and bring closure.
• Salesforce reports and analytics to extract insights and trends related to deal performance.
• data to identify areas for process improvement and optimization.
• participate in post-deal analysis to identify successes, challenges, and areas for improvement.
• and implement process enhancements to optimize the deal management workflow.