Deal Desk Analyst

This is a fully remote position, open to applicants in Costa Rica.

📋 Description

• Oversee the approval workflows for quotes and contracts concerning pricing, discounts, and special terms for sales teams, adhering to the established Deal Desk guidelines and company best practices.

• Assist Account Executives with quoting processes to ensure compliance with internal standards and enhance operational efficiency.

• Take ownership of Salesforce Case resolutions related to quoting, pricing, and contracting inquiries.

• Uphold an agreed Service Level Agreement (SLA) concerning approvals and deal review timelines.

• Conduct month-end and quarter-end closing tasks to guarantee the completeness and accuracy of contracts, order forms, and other review and reporting documents.

• Engage in training sessions for new quoting and contracting procedures within the sales organization.

• Identify and promote process enhancement initiatives to streamline existing procedures.

• Collaborate with other Deal Desk functions to ensure comprehensive coverage of quote, contracting, and order management responsibilities.

• Serve as a liaison between sellers and various departments (e.g., sales operations, finance, product, sales leadership, legal) to facilitate timely and accurate deal closures.

⛳️ Requirements

• Proficiency in Salesforce and Salesforce CPQ is essential.

• Experience handling a high volume of transactions and working directly with sales teams in a supportive role.

• Demonstrated success in the SaaS/B2B sector, specifically within Deal Desk, Sales Operations, and/or Order Management, supporting both commercial and enterprise customers/prospects.

• Strong ability to navigate complex business process requirements coupled with meticulous attention to detail.

• Prior experience in Deal Desk, Sales Operations, or Order Management is mandatory.

• Willingness to work extended hours at the end of each month and quarter.

• Familiarity with Ironclad or similar CLM software is preferred.

• Capability to work independently in a fast-paced environment while also being part of a highly collaborative Deal Desk team.

🏝️ Benefits

• 100% employer-funded medical insurance*

• Generous paid time-off (PTO) policy, along with paid sick leave, inclusive parental leave policy, holidays, and volunteer days off.

• RSU stock grants*

• Opportunities for professional development and training.

• Company-sponsored virtual happy hours, complimentary food, and engaging team-building activities.

• Monthly cell phone allowance.

• Access to an innovative mental health support platform that provides personalized care and resources in areas such as therapy, coaching, and self-guided mindfulness exercises for all eligible employees and their dependents.