Deal Desk – Sales Operations Analyst

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

📋 Description

• Process and verify orders for subscriptions, services, and training products utilizing Salesforce, DealHub, and Ironclad.

• Address order-processing challenges in collaboration with Sales and customers.

• Facilitate and coordinate approvals for opportunities and deals to ensure accurate pricing, discounts, and product configurations.

• Assist with high-value and strategic opportunities while maintaining precise deal information, stages, and forecasts.

• Support end-of-quarter activities and deal assessments, identify obstacles, and drive opportunities through the approval and booking processes.

• Ensure that Salesforce opportunities are documented accurately and promptly.

• Maintain Deal Desk documentation, including contractual templates, approval workflows, and processes.

• Manage contract signatures and preserve records of executed customer agreements.

• Collaborate with Direct Sales, Partner, Finance, and Legal teams on both direct and channel transactions.

• Assist with invoicing reconciliation in coordination with the Finance team.

• Develop and maintain Salesforce reports and dashboards to enhance pipeline tracking, forecasting, and operational visibility.

• Support annual audits by providing documentation concerning Deal Desk processes and controls.

• Lead and contribute to process improvement and automation initiatives within Deal Desk and Sales Operations.

• Deliver training and enablement for Sales teams regarding new processes and procedures.

⛳️ Requirements

• Minimum of 2 years of experience in sales operations order processing.

• Strong analytical abilities and effective decision-making skills.

• Proficient in Excel, Word, and Gsuite applications.

• Experience as a Salesforce or CRM system administrator is a plus.

• Excellent oral and written communication skills, along with presentation abilities.

• Capability to organize and prioritize tasks, maintain attention to detail, and work under tight deadlines.

• Ability to support traditional software company peak timelines at the end of the quarter.

🏝️ Benefits

• Opportunities for professional development and training.

• Participation in conferences and working groups.

• Company outings, happy hours, hackathons, and tech talks.

• Competitive compensation package complemented by a robust benefits plan.