Deal Desk Analyst

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee the process of creating sales quotes and offer guidance to internal teams.

• Generate sales quotes using CRM tools while ensuring prompt execution.

• Assist with the management of renewals and purchase orders.

• Guarantee readiness of sales orders and organize order submissions.

• Collaborate with Sales, Customer Success, Revenue Operations, Order Management, and GTM teams.

• Collect requirements for renewal, expansion, and upsell initiatives.

• Calculate and verify complex quoting scenarios, including multi-date co-terms, staggered deployments, and module/feature upgrades with dependencies.

• Obtain internal approvals from various cross-functional teams.

• Ensure adherence to company booking and revenue policies.

• Investigate customer license purchase and renewal history, providing insights and recommendations.

• Comprehend customer contracts, agreements, and internal systems to validate quotes.

• Review sales database information to eliminate duplicates, inaccuracies, and irrelevant contacts.

• Collaborate with Revenue Operations and Order Administration to facilitate accurate and timely order bookings.

• Cultivate quoting expertise, ensuring quotes align with contracts, legal agreements, and company policies.

• Manage version control for quotes.

• Identify improvements in tools and processes related to deal configuration, pricing, and quoting.

• Engage in user acceptance testing.

• Perform additional duties as required.

⛳️ Requirements

• Understanding of the sales quote creation process and its intricacies.

• Exceptional communication skills coupled with the ability to collaborate with diverse roles across the organization.

• Strong judgment and decision-making capabilities.

• Ability to juggle various daily tasks and adjust priorities effectively.

• Meticulous attention to detail and highly organized.

• Proficient in technology, strong mathematical skills, and advanced knowledge of Microsoft Office.

• Capability to work autonomously or as part of a team.

• Minimum of 2 years of experience in the quote development process/account quoting.

• Familiarity with Customer Relationship Management software.

• Previous experience collaborating with sales personnel.

• Unrestricted right to work in the United States.

• Must reside in an eligible U.S. state.

• Experience with Salesforce.com/CPQ is a plus.

• Background in the SaaS/technology industry is advantageous.

• Experience with direct end users and resellers is beneficial.

• Familiarity with deal desk, finance, contracts, sales, or revenue/sales operations is desirable.

🏝️ Benefits

• A virtual-first and culturally diverse work environment across eight countries.

• Flexible time-off and leave programs.

• Quarterly wellness reimbursement of $75.

• Comprehensive medical, dental, and vision insurance plans.

• Pre-tax savings accounts.

• Generous employer match for 401(k).

• Over six weeks of paid parental leave.

• Subscription to LinkedIn Learning.

• Engaging and ambitious work with opportunities for impactful contributions to the company.